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    Financial Advisor - Denver, United States - Harrison Gray Search & Consulting

    Harrison Gray Search & Consulting background
    Description
    Job Description

    Job Description

    Harrison Gray has partnered with one of Colorados growing Private Wealth Management firms. They specialize in fee-based discretionary asset management for individuals and families.

    This firm customizes portfolios based on their clients financial goals and work closely with the client, their tax advisors, and their estate attorneys to form a comprehensive view of their financial situation.


    Our ideal candidate has 7-10 years of Financial Advisor experience and is looking for opportunities to grow within a company.

    The

    Financial Advisor

    is a critical member of our clients management team.

    The principal role of the advisor is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence.

    Advisors are also responsible for maintaining close, ongoing relationships with their existing clients.

    Key Qualifications
    Existing book of business
    Entrepreneurial spirit
    Structure and discipline
    Existing network that can continuously be expanded and cultivated within the community
    Intellectual curiosity
    Drive for success
    Strong community involvement
    CFP, or advanced designations, and Series 63, 65, or 66
    Comfortable interacting with individuals of significant wealth
    Effective communication skills (written and verbal)
    Proven ability to quickly build trust and credibility

    Tech Stack of Firm & Custodian
    Portfolio Management - Tamarac
    Financial Planning - Moneyguide Elite
    CRM - Tamarac CRM
    Custodian - Charles Schwab

    Benefits
    401k with discretionary match
    Medical insurance
    3 weeks PTO
    Work from home Fridays
    Competitive Payouts

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