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CFP Financial Advisor — Independent RIA, Client-Focused

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: Moneta
Contract position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 100000 USD Yearly USD 60000.00 100000.00 YEAR
Job Description & How to Apply Below

Moneta, located in Denver, is searching for a Financial Advisor to guide clients in their financial journeys. You'll conduct in-depth analyses, provide investment advice, and develop tailored strategies that empower clients to achieve their financial goals.

This role emphasizes building strong client relationships and ensuring compliance with regulatory standards. Qualifications include a Bachelor's degree, relevant experience, and required licensing within specific timelines.

Join a firm dedicated to exceptional client service and supportive employee benefits.

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