Kestra Financial Independent AdvisorFinancial Services

Associate Advisor - Catalyst Retirement Advisors

Denveronsitejunior

Posted 1w ago · via Workable

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About this role

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans. Responsibilities Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met. Actively participate in the development and implementation of financial plans.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

We compare your skills against the role requirements.

Level fit

This role is junior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Denver. We weight your proximity and willingness to relocate.

Score yourself on this role.

Free · no card · written explanation included

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