Wealth Advisor — Growth & Legacy Planning Leader

Corient Private Wealth LLC.; Denver (CO); On-site; USD 125,000 - 200,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized medical plans

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Job summary

A wealth management firm in Denver is seeking a skilled candidate to manage client relations and deliver tailored financial services. The ideal individual should have a Bachelor's in Finance or Economics and a CFP or CFA certification. Responsibilities include preparing financial analyses, overseeing tasks, and providing strategic consulting advice to clients. Join a team dedicated to excellence and client satisfaction, offering a competitive salary range of $125,000 to $200,000 per year.

Qualifications

• Proven experience in Wealth Management or similar role.
• Demonstrated ethical and professional behavior, adhering to industry regulations.
• Capable of sourcing and closing business independently.

Responsibilities

• Manage the client service experience and coordinate tasks.
• Prepare tailored financial reports and analyses for clients.
• Provide exceptional service and advice to client families.

Skills

Financial analysis tools

Advanced Excel skills

Strategic consulting

Communication

Analytical mindset

Team collaboration

Education

Bachelor's degree in Finance, Economics, or related field

CFP or CFA

Job description

A wealth management firm in Denver is seeking a skilled candidate to manage client relations and deliver tailored financial services. The ideal individual should have a Bachelor's in Finance or Economics and a CFP or CFA certification. Responsibilities include preparing financial analyses, overseeing tasks, and providing strategic consulting advice to clients. Join a team dedicated to excellence and client satisfaction, offering a competitive salary range of $125,000 to $200,000 per year.