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Senior Wealth Planner ‑Net‑Worth Clients; Hybrid
Job in
Golden, Jefferson County, Colorado, 80401, USA
Listed on 2026-02-16
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking an experienced Wealth Advisor to join their team in Golden, Colorado. This role involves crafting comprehensive wealth plans for high net worth clients through collaboration with the wealth management team. Candidates must have a bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP or CFA certification. The firm prioritizes professional growth and offers competitive compensation ranging from $70,200 to $125,000 annually, based on experience and location.
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Position Requirements
10+ Years
work experience
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