Senior Financial Advisor

Location: Denver Tech Center, CO

Position Description: 

Our Premier full-service Financial Services Firm client is expanding.  They are looking for a couple of experienced Senior Financial Advisors with a strong track record to join their team at their DTC office in Denver, CO.  Key goals and objectives include but are not limited to:

 

As an independent firm, our advisors have the ability to offer their clients sound, comprehensive financial solutions unique to their situations. Our services include, but are not limited to: Financial Planning, Investor Services, Wealth Management, Estate Planning, Business Planning, Employee Benefits and Risk Management. We are able to offer fee-based financial planning for clients and businesses that would like to work with a financial fiduciary. 

 

  • Choose the right solutions for your clients with no proprietary mandates 

  • Collaborate with other experienced and successful advisors 

  • Work with firm specialists that provide you with expert advice in all areas of your niche 

  • Leverage firm resources to build your practice with support in areas of technology, compliance, marketing, licensing & registration, training and development 

  • Travel nationally and internationally to award conference trips throughout the year 

Required Qualifications: 

  • Requires a minimum of 5 years overall financial advising experience

  • Bachelor’s Degree required 

  • Certified Financial Planner preferred 

  • Series 7 and 66 preferred, sponsorship available 

  • Life/Accident and Health preferred

 

 

Qualified and interested candidates should contact Tim Pendergast, Founder and CEO at 303-792-2989 or by email timp@ctisearch.com  

© 2020 Core Talent, Inc. All Rights Reserved.

  • Facebook
  • LinkedIn