Service Advisor | Sindrich & Associates
Kestra Financial Independent Advisor
Associate Advisor - Catalyst Retirement Advisors
Kestra Financial Independent Advisor· Financial Services
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.
- Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
- Research and analyze investment opportunities, provide market insights to advisors and clients.
- Build and maintain strong relationships with clients and act as a point of contact.
- Monitor and review client accounts, ensure that they are aligned with their financial objectives.
- Stay up-to-date on industry trends and best practices and share this knowledge with the team.
- Bachelor’s degree in finance, business, or a related field.
- Desire to earn CFP designation in 2-3 years
- A minimum of 2 years of experience in the financial services industry.
- Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire.
- Strong knowledge of financial products, markets, and procedures.
- Excellent communication and interpersonal skills.
- Detail-oriented and able to multi-task in a fast-paced environment.
- A passion for helping clients achieve their financial goals.
- Compensation will be based on experience and qualifications
- Quarterly bonus/Revenue share
- Retirement plan with company match
- Unlimited vacation
- Health insurance offered
- Disability coverage
- Educational allowance for pursuing CFP designation
Frequently Asked Questions
Is the salary disclosed for the Associate Advisor - Catalyst Retirement Advisors position at Kestra Financial Independent Advisor?
The salary for this Associate Advisor - Catalyst Retirement Advisors role at Kestra Financial Independent Advisor is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Associate Advisor - Catalyst Retirement Advisors position at Kestra Financial Independent Advisor located?
This Associate Advisor - Catalyst Retirement Advisors role at Kestra Financial Independent Advisor is based in Denver, Colorado, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Associate Advisor - Catalyst Retirement Advisors role at Kestra Financial Independent Advisor full-time or part-time?
This is listed as a Full time position. It is posted as a Associate Advisor - Catalyst Retirement Advisors role in the Financial Services department at Kestra Financial Independent Advisor.
Which team or department does the Associate Advisor - Catalyst Retirement Advisors at Kestra Financial Independent Advisor belong to?
This Associate Advisor - Catalyst Retirement Advisors position is part of the Financial Services department at Kestra Financial Independent Advisor. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Associate Advisor - Catalyst Retirement Advisors position at Kestra Financial Independent Advisor?
Click the "Apply Now" button on this page. You will be redirected to Kestra Financial Independent Advisor's official application portal hosted on workable where you can submit your application directly.
When was the Associate Advisor - Catalyst Retirement Advisors job at Kestra Financial Independent Advisor posted?
This Associate Advisor - Catalyst Retirement Advisors position at Kestra Financial Independent Advisor was posted on Aug 11, 2026. Apply as soon as possible — early applications are often reviewed first.
Associate Advisor - Catalyst Retirement Advisors
Kestra Financial Independent Advisor
You'll be redirected to Kestra Financial Independent Advisor's official application page on workable.