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Senior Wealth Planning Lead UHNW Clients
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-01-05
Listing for:
D.A. Davidson
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A prominent financial services firm in Denver is seeking a Wealth Planner to create planning recommendations for high net worth clients. The ideal candidate will possess a bachelor's degree and have at least 6 years of relevant experience. Key responsibilities include managing client engagements, developing proposals, and maintaining relationships with financial advisors.
This role offers a competitive salary, excellent benefits, and requires a CFP® designation or a willingness to obtain it.
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Position Requirements
10+ Years
work experience
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