Lead Financial Advisor: AUM & Client Plans
Job in
Denver, Denver County, Colorado, 80221, USA
Listed on 2026-10-15
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-10-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
A leading financial services firm in Lakewood, CO is seeking a Lead Financial Advisor to join their proactive team. The ideal candidate will have at least 2 years of financial service experience, including proficiency in financial products like annuities and life insurance, and a dedication to building strong client relationships. You will be responsible for preparing customized financial plans and offering sound financial advice.
This role includes competitive benefits such as health insurance and a 401(k) plan with matching.
We invite applications for the Lead Financial Advisor:
Grow AUM & Client Plans in Denver position located in Lakewood, CO, United States. The position is based in Lakewood, CO, United States. This opportunity is part of our work in Finance. The advertised compensation is 90.. We aim to respond to suitable candidates as soon as possible.
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