Careers

 

Wealth Management Advisor

Position Summary

The Wealth Management Advisor identifies and develops prospects for BCFS and converts them to clients.  Conducts educational meetings for the participants of existing retirement plan clients as well as one-on-one meetings.  Invests and manages client portfolios based on the BCFS investment philosophy.  Works in conjunction with service team to provide high level of service, retaining clients and getting client referrals.

Essential Functions

  • Conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees.
  • Explain the value proposition of wealth management services to retirement plan participants. Qualify potential business leads.  Close qualified business.
  • Develop leads through cold calling, networking and client referrals. Convert leads to wealth management clients.  Meet annual sales goals by advancing prospects through the opportunity pipeline to close business.

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Wealth Management Advisor (Denver)

Position Summary

The Wealth Management Advisor identifies and develops prospects for BCFS and converts them to clients.  Conducts educational meetings for the participants of existing retirement plan clients as well as one-on-one meetings.  Invests and manages client portfolios based on the BCFS investment philosophy.  Works in conjunction with service team to provide high level of service, retaining clients and getting client referrals.

Essential Functions

  • Conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees.
  • Explain the value proposition of wealth management services to retirement plan participants. Qualify potential business leads.  Close qualified business.
  • Develop leads through cold calling, networking and client referrals. Convert leads to wealth management clients.  Meet annual sales goals by advancing prospects through the opportunity pipeline to close business.

Read More