Client‑Focused Financial Advisor for Wealth Planning

Masis Professional Group; Denver (CO); On-site; USD 80,000 - 120,000; Full time

Job summary

Masis Professional Group is seeking an experienced Financial Advisor to join its Denver-area team, serving as the primary advisor for an established client base and delivering comprehensive financial planning, investment guidance, and ongoing relationship management.

The ideal candidate is a licensed professional who thrives in a collaborative, planning-focused environment and enjoys building long-term client relationships.

Qualifications

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• Experience delivering comprehensive financial planning and client relationship management.
• Series 65 license required; CFP designation preferred.

Responsibilities

• Serve as the primary advisor for an established client base, providing ongoing financial planning, investment guidance, and proactive relationship management.
• Develop and implement comprehensive financial plans tailored to each client's goals, including retirement planning, tax strategies, investment allocation, risk management, and estate planning considerations.
• Clearly communicate recommendations and educate clients to help them make informed financial decisions.
• Meet with prospective clients and help transition new relationships into long-term planning engagements.
• Partner with internal operations and client service teams to ensure a seamless client experience from onboarding through ongoing account maintenance.

Skills

Client relationship management

Financial planning

Communication

CRM proficiency

Collaborative mindset

Education

Series 65 (or equivalent)

CFP designation preferred

Tools

CRM software

Financial planning software

Job description

Masis Professional Group is seeking an experienced Financial Advisor to join its Denver-area team, serving as the primary advisor for an established client base and delivering comprehensive financial planning, investment guidance, and ongoing relationship management.

The ideal candidate is a licensed professional who thrives in a collaborative, planning-focused environment and enjoys building long-term client relationships.