Personal Financial Representative Salary in Colorado - State Average

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Average Salary for Personal Financial Representative in Colorado - State Average

The average salary of a(n) Personal Financial Representative in Colorado - State Average is $76,367.

The average hourly rate of a(n) Personal Financial Representative in Colorado - State Average is $36.72.

The average bonus of a(n) Personal Financial Representative in Colorado - State Average is $13,273.00.

Job Description:

Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Assesses client's financial status, prepares financial plan based on analysis of data, and discusses financial options with client. Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in investment market. May refer client to other establishments to obtain services outlined in financial plan. May sell insurance to client, recommending amount and type of coverage sales agent, insurance. May buy and sell stocks and bonds for client registered representative. May rent, buy, and sell property for client sales agent, real estate. May be registered with professional self-regulatory association and be designated certified financial planner. Less

Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and... More

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Results for Personal Financial Representative in Colorado - State Average

Personal Financial Representative - Denver, CO

Allstate Insurance Company

Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred....

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Disability Specialist - Denver, CO

Colorado Department of Human Services

Assists with reviewing county Adult Financial and Colorado Works programs operations; TANF or Adult Financial assistance program administration, policy and/or...

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Insurance and Financial Services Producer - Lakewood, CO

Justin Aller State Farm

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred....

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Financial Representative - Denver, CO

Northwestern Mutual

Financial Representatives assist with:. Financial representatives with the Network provide expert guidance and innovative solutions to help meet a client's...

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RESOURCE RECOVERY SPECIALIST - Fort Collins, CO

City of Fort Collins

Counselling, legal, financial assistance. Personal & professional learning opportunities including supervisory and leadership development;...

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