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Financial Services Professional
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- Please note: This role is not eligible for 100% remote work and is a hybrid position; 50% remote and 50% in office.
- Our five Practice Models are Retirement Planning, Financial Guidance, Estate Planning, Small Business Benefits, and Wealth Advisory.
- Our practice models end in designations such as ChFC, CFP, RICP, FSCP, and CLU. It all depends on where you decide you want to drive your career.
- Obtain Life and Health Colorado resident license, the FINRA SIE and Series 6 within the first 90-days.
- Attain Series 63 within the first 6 months and Series 7 and 66 in months 18-36.
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