Location: Greenwood Village, CO - Job Type: Full Time - Start Date: January 1, 2023

The office administrator is the first point of contact for most clients and at our financial planning practice. The office administrator represents an award-winning and fast-growing team of skilled professionals. The candidate must operate with a high sense of urgency and attention to detail. The successful candidate will understand the time sensitive nature of managing the phones and visitor flow, as well as understand the importance of professionalism in communication and appearance. This is an in-person position, no work from home option. 

Location: Greenwood Village, CO - Job Type: Full Time - Start Date: January 1, 2023

This position is responsible for delivering our gold standard service model to all our clients. FINRA Series 7 and 66 registrations are encouraged but not required. Duties include supporting Financial Advisors in daily duties, active communication with clients, processing inbound requests, resolving inquiries, and troubleshooting technology issues. This is an in-person position, no work from home option. 

Location: Greenwood Village, CO - Type: Full Time - Immediate

Our financial professionals help clients reach their goals by developing and implementing financial plans. We are focused on finding efficiencies in our client’s financial plan and provide options to help them to gain a more streamlined and efficient strategy. We provide knowledgeable, objective financial guidance and customized strategies demand high-quality service. Our business is proudly built on a foundation of thoughtful client relationships. State life and health licenses, FINRA Series 7 and 66 registrations are required.

Location: Colorado - Type: Referral Relationship

The LPL Financial Professional Referral Network helps accountants, attorneys, and other professionals establish strategic relationships with LPL advisors. These partnerships enable the professionals to receive compensation for the referral of new clients to LPL advisors. As a result, these alliances can enhance the service offering for both parties and add tangible, long-term value to their businesses.

Benefits for the Advisor & Professional

• The ability to transform a traditional business model into a full-service model
• Business building, networking, and additional referral opportunities
• Expanded value-added tools and services to offer your clients and prospects
• The competitive advantage of providing clients with access to a wide range of sophisticated investment products and services

Important Items to Note

•  The limited securities professional must hold all the same licenses as their LPL advisor partner, with the exception of supervisory licenses (Series 26 and/or 24)
•  LPL will sponsor the applicant to take any additional required securities exams, pending review and approval of the application
•  The revenue share is negotiated between the professional and his or her LPL advisor partner

Whether you are ready to retire or interested in implementing a succession plan, consider joining our team. By joining JFG, you will be creating a legacy for yourself and your beneficiaries. Find continuity for your clients with our multifaceted approach to client relationship management, in house expertise with CFP® designed financial plans and CFA curated portfolios.