Wealth Advisor: Holistic Planning & Client Growth

BOK Financial; Denver (CO); On-site; USD 90,000 - 110,000; Full time

Job summary

A financial services organization in Denver is seeking a Financial Advisor to provide excellent customer service and guide clients towards their financial goals. The ideal candidate should have a Bachelor’s Degree in Finance, 1-2 years of relevant experience, or an equivalent combination of education and experience. The role includes meeting with clients, preparing presentations, and maintaining an updated familiarity with securities. Join our team to maximize your potential and make a meaningful impact!

Qualifications

• 1-2 years of related experience in securities sales or 7-8 years of equivalent education/experience.
• Familiarity with securities portfolio and marketing potential is required.

Responsibilities

• Meet with clients to understand financial goals.
• Prepare presentations using databases for targeted customers.
• Maintain familiarity with current securities portfolio.

Skills

Interpersonal skills

Financial planning

Customer service

Education

Bachelor’s Degree in Finance or related field

Job description

A financial services organization in Denver is seeking a Financial Advisor to provide excellent customer service and guide clients towards their financial goals. The ideal candidate should have a Bachelor’s Degree in Finance, 1-2 years of relevant experience, or an equivalent combination of education and experience. The role includes meeting with clients, preparing presentations, and maintaining an updated familiarity with securities. Join our team to maximize your potential and make a meaningful impact!