Job Description
Join Wealth Legacy Partners, Denver's premier wealth management firm, and transform your financial expertise into life-changing client success. We're urgently seeking a dynamic Senior Financial Advisor to build and nurture a high-net-worth client portfolio while leveraging our cutting-edge technology platform. Enjoy uncapped earning potential, comprehensive benefits, and a collaborative culture that values your professional growth. Apply today to become part of our mission to secure financial legacies for generations.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking and referrals
- Analyze market trends and investment vehicles to optimize client portfolios
- Ensure compliance with FINRA, SEC, and firm regulations
- Utilize CRM systems to track client relationships and business development
- Collaborate with internal teams on tax, estate, and risk management strategies
Qualifications
- Series 7 and Series 66/63/65 licenses (active and in good standing)
- 5+ years of financial advisory experience with high-net-worth clients
- CFPĀ® or CFA designation preferred
- Proven track record of meeting/exceeding sales targets
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)