Position: Lead Financial Advisor Firm: Layman Lewis Financial Group Location: Loveland, CO Overview: At Layman Lewis Financial Group, we believe exceptional client experiences do not happen by accident. They are created through precision, proactive service, meaningful relationships, and a commitment to excellence. As our firm continues to grow, we are seeking a Lead Financial Advisor who thrives on building relationships and helping prospects make confident financial decisions. You'll meet with qualified prospects generated by our marketing team, uncover what matters most to them, communicate the value of our planning process, and guide them through becoming a client. You won't initially be expected to build complex financial plans or perform detailed investment analysis. Instead, you'll focus on what you do best—creating trust, delivering an exceptional client experience, and confidently closing new business. What You’ll Do:
What We’re Looking For:
What You’ll Get: Pay & Perks:
Schedule:
Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com |
| Location | Loveland, Colorado |
| Website | https://advisortalentsolutions.com/careers/ |
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