Job Description
Join our award-winning Denver wealth management team as a Financial Advisor and make an immediate impact on clients' financial futures. We're seeking a dynamic professional to build client relationships, deliver tailored investment strategies, and drive growth in one of America's fastest-growing financial markets. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment where your success is our priority.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios with $50M+ AUM
- Acquire new clients through strategic networking and referrals
- Conduct market analysis to optimize client portfolios
- Ensure compliance with FINRA regulations
- Collaborate with tax/legal professionals for integrated solutions
- Utilize CRM systems to track client relationships
Qualifications
- Series 65/66 or 7/63 license required
- 3+ years financial advisory experience
- Proven track record in client acquisition
- Bachelor's degree in Finance/Business
- CFP designation strongly preferred
- Exceptional communication and presentation skills
- Strong analytical and problem-solving abilities
- Experience with financial planning software