CFP Financial Advisor — Denver: Client-Centric Growth

Radium Search; Denver (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

Radium Search is partnering with a Denver wealth management firm to recruit CFP® professionals who want to focus on giving advice rather than prospecting. You’ll join an advisor-centric model where central teams handle marketing, business development, planning, and client service to support you.

In this role, you’ll advise individuals and families through financial planning, and attend client meetings. You’ll work within a proven system with strong central support across offices.

Qualifications

• Experience advising individuals and families.
• Motivation from planning and client outcomes, not prospecting.
• Enjoy working within a proven system with central support.

Responsibilities

• Advise individuals and families through financial planning and client meetings.
• Meet new prospects booked for you by a central business development team that makes hundreds of calls a day and books hundreds of meetings a week.
• Draw on central planning, investment and client service teams that support every advisor.

Skills

Advising clients

Planning outcomes

Team collaboration

Job description

Radium Search is partnering with a Denver wealth management firm to recruit CFP® professionals who want to focus on giving advice rather than prospecting. You’ll join an advisor-centric model where central teams handle marketing, business development, planning, and client service to support you.

In this role, you’ll advise individuals and families through financial planning, and attend client meetings. You’ll work within a proven system with strong central support across offices.