Join our team of A-Players to shape a brighter future for growth-minded Advisors.
If you’re an Advisor seeking a new career opportunity, click here to schedule a meeting.
There’s never been a more exciting time to work in wealth management – and RFG Advisory is at the forefront of the industry.
We are building the #RIA of the Future to serve Independent Advisors. Our award-winning support platform empowers Advisors to deepen their 1-1 client relationships, attract new prospects, and grow organically by 13%* yearly – compared to the industry average of 2-5%.
*Represents net contributions – distributions excluding market appreciation for Advisors from 1/1/24 – 12/31/24.
“IF SOMEONE OFFERS YOU A SEAT ON A ROCKET SHIP, YOU DON’T ASK ‘AISLE OR WINDOW’ – YOU JUST CLIMB ON BOARD.” – RICK WEDELL, CIO
You should be excited to go to work. You should love who you work with. You should be inspired by the mission. You should feel challenged, appreciated, and energized.
We are committed to building an inspirational workplace that puts our team first so we can wake up every morning to CRUSH IT for our clients.
We are building a team of A-players only. Ours is a mission fueled by passion, enthusiasm, and grit. We like to say, “Look left, look right – there’s a force multiplier.” We make mistakes, we practice radical candor, we iterate to excellence, we love big.
If you want to be a part of building something special, we’d love to meet you!
Our partner firm, Confidence Financial Partners, is seeking a relationship-driven Sales Advisor who thrives on connecting with people and guiding them toward a confident financial future. This role is ideal for someone who enjoys meeting new people, presenting financial concepts in a clear and engaging way, and helping prospective clients take the next step toward comprehensive financial planning.
As a Sales Advisor, you will focus on engaging prospective clients through firm-sponsored events, referrals, and marketing initiatives. You will lead the first and second meetings with prospects, uncover their financial goals and concerns, and help them understand how Confidence Financial Partners can support their long-term success. Once clients are onboarded, you will collaborate closely with our Wealth Management Advisors who deliver ongoing planning and advisory services.
This role may also include managing a small segment of firm-owned client relationships while continuing to focus on new client acquisition.
Location:
This is a full-time position located in Colorado Springs, CO.
Key Responsibilities:
Training & Development:
Benefits & Perks:
At Confidence Financial Partners, we invest in our people with benefits that support health, time off, retirement, and a positive team culture.
Company Overview:
Confidence Financial Partners serves amazing, down-to-earth people who have worked hard, saved well, and want to live more and worry less in retirement. Our firm is built on integrity, transparency, authenticity, and teamwork. We are known for empowering both our clients and our team to experience work and life with confidence, freedom, and purpose
Compensation:
$70,000–$90,000 base salary (depending on experience and credentials), plus performance-based bonus with significant upside potential.
What You Bring:
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
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