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Wealth Advisor — Holistic Planning High Net Worth Clients
Job in
Highlands Ranch, Douglas County, Colorado, USA
Listed on 2026-01-15
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A national financial services firm in Highlands Ranch is seeking a Wealth Advisor to work with a team to create comprehensive financial plans. The ideal candidate will have 5+ years of related experience and a Series 65, CFP, or CFA certification. Responsibilities include providing wealth management advice, preparing customized financial portfolios, and fostering client relationships. The position offers competitive compensation ranging from $70,200 to $125,000 annually, depending on experience and location.
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