Title: Advisor
Status: Full-time, Exempt
Location: Englewood, CO – onsite
Elevate Your Career at Bowman Financial Strategies!
Bowman Financial Strategies strives to create a personalized financial roadmap to help our clients reach their retirement goals. We seek to simplify complex financial terms and investment options, offer honest advice, and help navigate the complexities of financial planning—together.
Description
We’re looking for a new advisor to join our team. This is a growth-focused, hunter-style role. This advisor will be responsible for driving net new asset growth by sourcing, closing, and developing new client relationships. This is a full-cycle sales role with strong internal support, training, and marketing resources.
The firm owns the client relationship and provides full operational, compliance, and marketing support—allowing the advisor to stay focused on selling, relationship-building, and asset growth.
This is an excellent opportunity for a mid-level advisor who is not brand new, brings energy and ambition, and wants to be rewarded directly for performance.
Responsibilities
- Drive net new assets into the firm through proactive business development
- Source new clients through networking and referrals; marketing initiatives and educational seminars; as well as firm-provided overflow leads.
- Run the full sales cycle, including:
- Discovery and qualification
- Financial planning conversations
- Proposal presentation
- Closing and asset transfer
- Represent and deliver holistic, product-agnostic financial planning
- Build long-term client relationships with a focus on retention and growth
- Leverage extensive internal training, marketing, and operational support
Required Qualifications
- Active Life Insurance License.
- Series 65 license.
- Licensed to sell, advise, and bring in assets.
- 5+ years of experience in financial sales or advisory roles.
- Proven ability to prospect, network, and close new business.
- Comfortable in a performance-based compensation model.
- Willing to work onsite and attend networking events as needed.
Compensation & Benefits
Salary of $50,000 – $200,000.
Benefits include:
- 401k retirement plan with company match
- Profit sharing incentive
- Cash balance plan
- Medical health insurance (subsidized)
- Aflac supplemental insurance policies
How to Apply:
Apply through our Indeed job listing. Upload your resume and complete the application.
This position will remain open until August 6, 2026.
This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
Bowman Financial Strategies provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Pay: $50,000.00 - $200,000.00 per year
Benefits:
Application Question(s):
- Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
- Are you willing to work onsite and attend networking events as needed?
Experience:
- financial sales or advisory: 5 years (Preferred)
License/Certification:
- Life Insurance License (Preferred)
- Series 65 (Preferred)
Ability to Commute:
- Englewood, CO 80112 (Preferred)
Work Location: In person
