Job Description
Join Denver's premier wealth management firm as a Senior Financial Advisor and transform clients' financial futures. We're seeking a driven professional to build lasting client relationships while delivering sophisticated financial planning solutions. Our award-winning team combines cutting-edge technology with personalized service to serve high-net-worth individuals and families across the Rocky Mountain region.
Enjoy a competitive compensation structure with uncapped commission potential, comprehensive benefits including 401(k) matching, and dedicated career development resources. This hybrid role offers 3 days remote flexibility while maintaining a prestigious downtown Denver office presence.
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, estate planning, and risk management
- Cultivate and expand client portfolio through strategic networking and referral programs
- Conduct regular portfolio reviews and recommend adjustments based on market conditions
- Collaborate with internal partners (tax, legal, insurance) to deliver integrated solutions
- Maintain FINRA Series 7, 66, and state insurance licenses
- Leverage CRM systems to track client interactions and pipeline progress
- Participate in community outreach to enhance firm visibility
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of financial advisory experience with proven client acquisition track record
- Active FINRA Series 7 & 66 licenses and current Colorado insurance producer license
- Demonstrated ability to manage $50M+ client portfolios
- Exceptional communication skills with C-suite clientele
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong analytical skills with attention to regulatory compliance (SEC/FINRA)