SENIOR WEALTH ADVISOR

Denver, CO

Posted: 10/08/2019 Employment Type: Permanent Job Category: Finance-Staff, Senior

SENIOR WEALTH ADVISOR

We are seeking a Senior Wealth Advisor to join a growing investment advisory firm in south Denver. The financial planning and wealth advisor position is a full time, salaried position with opportunities to earn bonuses.

RESPONSIBILITIES OF THE SENIOR WEALTH ADVISOR

  • Perform various planning activities in retirement, investment management, income tax, estate, risk management, college, debt management, and charitable gifting matters
  • Engage with existing clients to strengthen relationships and develop trust
  • Serve as client liaison with third parties

QUALIFICATIONS OF THE SENIOR WEALTH ADVISOR

  • CPA designation
  • Bachelor’s degree (degrees in finance or related field are a plus)
  • Series 65 or equivalent certification
  • Certified Financial Planner certification
  • 10+ years’ professional experience, preferably client-facing
  • Strong understanding of the Registered Investment Advisory space
  • Excellent communication skills
  • Ability to think and execute at both a detailed and high-level
  • Team player, results driven, “get-it-done” attitude
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