Senior Wealth Advisor; CFP/CFA | High-Net-Worth Planning
Job in
Golden, Jefferson County, Colorado, 80401, USA
Listed on 2026-02-18
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A national financial services firm in Colorado seeks a Wealth Advisor to collaborate with a team, providing comprehensive wealth management strategies for high net worth clients. The role requires analyzing client needs, preparing tailored financial plans, and cultivating long-term client relationships. Ideal candidates will have over 5 years of relevant experience, appropriate certifications, and strong interpersonal skills. A commitment to professional growth and team success is essential.
Competitive compensation is offered based on experience.
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Position Requirements
10+ Years
work experience
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