Licensed Advisor Assistant

Company DescriptionEverest Wealth Advisors is a full service, independent wealth management company. We currently serve 32 states with our headquarters in Greenwood Village, Colorado and a second location in Albuquerque, New Mexico. Role DescriptionThis is a full-time on-site role for a Licensed Advisor Assistant at Everest Wealth Advisor in Greenwood Village, CO. The Licensed Advisor Assistant will support licensed advisors in managing client portfolios, preparing financial reports, and assisting with client meetings and communications.QualificationsStrong organizational and administrative skillsExcellent communication and interpersonal abilitiesProficiency in financial software and tools (LPL ClientWorks and Redtail a plus)Knowledge of investment products and financial planning conceptsAbility to multitask and prioritize tasks effectivelyLicense or certification in financial services (e.g., Series 7, Series 63)Previous experience in a similar role in the financial services industryBachelor's degree in Finance, Business Administration, or related field a plusAttention to detail and ability to maintain client confidentialityAbility to work collaboratively in a team environment