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CFP Wealth Planner & Client Lead
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-02-16
Listing for:
TalentWealth
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A premier wealth management firm in Denver is seeking a motivated CFP/Service Advisor to join their team. This role is pivotal for managing existing client relationships and developing comprehensive financial plans without sourcing new clients. Candidates should hold a degree, possess strong interpersonal skills, and experience with financial planning software. This position offers a dynamic work environment focused on client success and long-term relationship building.
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