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Senior Wealth Advisor - High Net Worth; Hybrid
Job in
Golden, Jefferson County, Colorado, 80401, USA
Listed on 2026-02-15
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is looking for a wealth advisor to create comprehensive financial strategies aligned with clients' goals. Responsibilities include providing advice to high net worth clients, preparing tailored financial plans, and fostering client relationships. Candidates must have a bachelor's degree and 5+ years in financial planning. Certifications like Series 65, CFP, or CFA are required. The firm offers competitive compensation based on location and experience, along with opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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