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Senior Wealth Advisor — Lead Clients & Portfolios
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-02-23
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-02-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial advisory firm located in Denver, Colorado, is seeking an experienced wealth planner to interact with clients and lead teams in delivering exceptional service. The ideal candidate will have 7-10+ years of industry experience and multiple qualifications including a Bachelor’s degree and Series 65, along with a CFP or CFA designation. Responsibilities include developing wealth planning strategies and managing client relationships, all while thriving in a fast-paced environment that prioritizes client well-being.
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Position Requirements
10+ Years
work experience
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