-
Financial Advisor
2 weeks ago
Harrison Gray Search & Consulting Denver, United StatesJob 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 financ ...
-
Financial Advisor
2 weeks ago
Northern Trust Denver, United StatesNorthern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families ...
-
Financial Advisor
1 week ago
Corebridge Financial Denver, United States Full timeWe're passionate about excellence. · Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, highe ...
-
Financial Advisor
2 weeks ago
Harrison Gray Search & Consulting Denver, United StatesJob Description · Job DescriptionHarrison 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 g ...
-
Financial Advisor
1 week ago
Horizon Dynamics Dupont City, United StatesWith nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued - and has been for 100 ye ...
-
Financial Aid Advisor
2 weeks ago
City and County of Denver Denver, United StatesThe minimum of the pay range for this position is $40,000. We anticipate the qualified candidate to be placed between · $46,300 - $48,000 · . · The salary of the finalist(s) selected for this role will be set based on a variety of factors, including but not limited to, interna ...
-
Senior Financial Advisor
4 weeks ago
Principal Financial Group Denver, United StatesA career with more potential You're a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal, you'll have the freedom to grow your practice in a way that works for you. · Let's enhance your business · Y ...
-
Financial Aid Advisor
4 weeks ago
Metropolitan State University of Denver Denver, United States Full timeDepartment · Financial Aid · Salary for Announcement · The minimum of the pay range for this position is $40,000. We anticipate the qualified candidate to be placed between $46,300 - $48,000 . The salary of the finalist(s) selected for this role will be set based on a variety of ...
-
Copy of Financial Advisor
1 week ago
Jobot Denver, United StatesJob Description · Job DescriptionFinancial Advisor for Growing Boutique Investment Firm- Tons of Upward mobility and unlimited clientele list · This Jobot Job is hosted by: Aimee Sharpe · Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. ...
-
Senior Financial Advisor
5 days ago
Empower Retirement Denver, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfa ...
-
Financial Advisor
4 weeks ago
Gaia Wealth Management Denver, United StatesGaia Wealth Management is actively seeking a unicorn of a Financial Advisor to join our growing team. Our boutique wealth management firm is comprised of two fun, dedicated and compassionate people who care deeply about our clients and their financial lives. A successful candidat ...
-
Financial Advisor
2 weeks ago
Prudential Financial Denver, United StatesExplore a career as a FINANCIAL PROFESSIONAL · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our Colorado firm. In general, the entrepreneu ...
-
Financial Advisor
1 week ago
Capstone Colorado - a MassMutual firm Denver, United StatesWork with a business partner who is eager to be on the leading edge · Youve spent a good portion of your career building the practice you envisioned. You · also know that the next step of your journey would benefit from a bold, forward-thinking · partner. We respect your exper ...
-
Financial Advisor
2 weeks ago
LPL Financial Denver, United States Full timeFinancial Advisor – MidwestOne Bank · Your career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at MidwestOne Bank in Denver, CO would allow you to join the Inv ...
-
Financial Advisor
3 weeks ago
Empower Retirement Englewood, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisf ...
-
Financial Advisor
2 weeks ago
Empower Retirement Englewood, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisf ...
-
Financial Advisor
2 weeks ago
CFA Institute Greenwood Village, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisf ...
-
Financial Aid Processing Advisor
1 week ago
Red Rocks Community College Denver, United StatesSalary: $52, $57,786.00 Annually · Location : Lakewood, CO · Job Type: Full-Time · Job Number: FALOAN · Division: Student Affairs · Department: Financial Aid · Opening Date: 05/24/2024 · Closing Date: 6/7/2024 4:59 PM Mountain · To Apply: Complete an application and attac ...
-
Financial Aid Advisor
3 weeks ago
Metropolitan State University of Denver Denver, United States Full timeDepartment · Financial Aid · Salary for Announcement · The minimum of the pay range for this position is $40,000. We anticipate the qualified candidate to be placed between $46,300 - $48,000 . The salary of the finalist(s) selected for this role will be set based on a variety of ...
-
Personal Financial Advisor
3 weeks ago
Allstate Denver, United StatesJob Title: Personal Financial Representative · Would you like to own a meaningful financial services practice under the Allstate brand? · Scale your existing practice with proven support, flexibility and access to new customers. Were looking for professionals with a growing pra ...
Financial Advisor - Denver, United States - Harrison Gray Search & Consulting
Description
Job DescriptionJob 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.
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
#J-18808-Ljbffr