Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 54 days ago

Associate Advisor - Catalyst Retirement Advisors

Workable (global search)108,016 open roles

Where
Denver, CO, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAssociate Advisor - Catalyst Retirement AdvisorsWorkable (global search) · Denver, CO, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 54 days ago

Workable (global search) median: 7 days open

The posting

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.

Requirements

  • 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.

Benefits

  • 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
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.