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Senior Wealth Planner High-Net-Worth Clients
Job in
Golden, Jefferson County, Colorado, 80401, USA
Listed on 2026-02-20
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm based in Colorado seeks a professional to provide comprehensive wealth management advice to high-net-worth clients. The role involves preparing detailed financial plans, utilizing various software tools, and actively developing client relationships. The ideal candidate will have a Bachelor’s degree, 2+ years of relevant experience, and CFP designation or Series 65. Competitive salary between $63,000 and $108,000 per year, with potential for incentives and additional benefits.
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Position Requirements
10+ Years
work experience
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