E.A. Buck is a fast-growing wealth management company (RIA) with dual headquarters in Denver and Honolulu. We’re seeking a talented Director of Education & Financial Planning to join our growing team! The applicant must have a proven track record of success training, coaching and mentoring Financial Advisors. Hands-on experience with equities, fixed income, annuities (FIA’s) and life insurance solutions required. Our ideal candidate will be organized, self-directed and have outstanding communication skills. Ability to work autonomously but also thrive in a highly collaborative corporate culture is a must. Candidate will be based in Denver, Colorado.

NOTE: Only people currently living in Colorado will be considered for this role.

Salary / Benefits Package:

Compensation range of $120-150k per year. Dependent on Experience & Skills.
Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in health savings account, flexible savings account, and more.
Paid vacation (PTO) and paid holidays.
Join our mission-driven company and partake in 401k with generous matching!

Responsibilities:

Train Financial Advisors in-person and virtually on a variety of topics including financial planning, solutions, client engagement and processes.
Coach and mentor both new and tenured Advisors.
Support Vice Presidents and Managers in leading their teams.
Create and update processes, instructional material and training curriculum.
Conduct educational workshops to prospective clients.
Other miscellaneous tasks and projects as required.

Job Requirements:

5+ years of financial services experience.
Deep background in Annuities (specifically FIA’s) and Life Insurance.
Series 65 licensed or Series 7 & 66 combined.
Strong communication and public speaking skills.
Candidate should be goal-oriented, self-directed, flexible and have strong organizational skills.
Computer proficient; experience with financial planning software is a plus.
Job offer is contingent upon successful completion of a background investigation, inclusive of fingerprinting and reference checks.

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E.A. Buck Financial Services

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