Jobs
>
Denver

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

    Harrison Gray Search & Consulting
    Harrison Gray Search & Consulting Denver, United States

    1 month ago

    Show more Collapse job
    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 QualificationsExisting book of businessEntrepreneurial spiritStructure and disciplineExisting network that can continuously be expanded and cultivated within the communityIntellectual curiosityDrive for successStrong community involvementCFP, or advanced designations, and Series 63, 65, or 66Comfortable interacting with individuals of significant wealthEffective communication skills (written and verbal)Proven ability to quickly build trust and credibility

    Tech Stack of Firm & CustodianPortfolio Management - TamaracFinancial Planning - Moneyguide EliteCRM - Tamarac CRMCustodian - Charles Schwab

    Benefits401k with discretionary matchMedical insurance3 weeks PTOWork from home FridaysCompetitive Payouts

    #J-18808-Ljbffr

    We have other current jobs related to this field that you can find below

  • Gaia Wealth Management

    Financial Advisor

    1 week ago

    Gaia Wealth Management Denver, United States

    Gaia 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 ...

  • Harrison Gray Search & Consulting

    Financial Advisor

    2 days ago

    Harrison Gray Search & Consulting Denver, United States

    Job 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 ...

  • Wealth Enhancement Group

    Financial Advisor

    2 weeks ago

    Wealth Enhancement Group Denver, United States

    About Wealth Enhancement Group · Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi ...

  • Harrison Gray Search and Consulting LLC

    Financial Advisor

    2 weeks ago

    Harrison Gray Search and Consulting LLC Denver, United States

    Harrison Gray has partnered with one of Colorado's growing Private Wealth Management firms. They specialize in fee-based discretionary asset management for individuals and families. This firm customizes portfolios based on their client's financial goals and work closely with the ...

  • Gaia Wealth Management

    Financial Advisor

    2 weeks ago

    Gaia Wealth Management Denver, United States

    Gaia 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 ...

  • Horizon Dynamics

    Financial Advisor

    3 weeks ago

    Horizon Dynamics Dupont City, United States

    With 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 ...

  • Metropolitan State University of Denver

    Financial Aid Advisor

    1 month ago

    Metropolitan State University of Denver Denver, United States Full time

    Department · 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 ...

  • Metropolitan State College of Denver

    Financial Aid Advisor

    2 weeks ago

    Metropolitan State College of Denver Denver, United States

    Department · 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 f ...

  • Metropolitan State College of Denver

    Financial Aid Advisor

    2 days ago

    Metropolitan State College of Denver Denver, United States

    Department · 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 o ...

  • Empower Retirement

    Senior Financial Advisor

    3 weeks ago

    Empower Retirement Denver, United States

    Grow 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 ...

  • Jobot

    Copy of Financial Advisor

    3 weeks ago

    Jobot Denver, United States

    Job 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. ...

  • Kestra Financial Independent Advisor

    Associate Advisor

    3 weeks ago

    Kestra Financial Independent Advisor Denver, Colorado, United States Permanent

    We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide t ...

  • Capstone Colorado - a MassMutual firm

    Financial Advisor

    3 weeks ago

    Capstone Colorado - a MassMutual firm Denver, United States

    Work 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 ...

  • LPL Financial

    Financial Advisor

    1 month ago

    LPL Financial Denver, United States Full time

    Financial 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 ...

  • Colorado Financial Advisors

    Financial Advisor

    4 days ago

    Colorado Financial Advisors Englewood, United States

    Indenpendence, Autonomy, Helping others, Great income potential. Life & Health + FINRA Series preferred. Send me a message or call my office and we can decide if this would be a fit. · We are seeking a Financial Advisor to join our team You will deliver personalized investment s ...

  • Kestra Financial Independent Advisor

    Associate Advisor

    16 hours ago

    Kestra Financial Independent Advisor Denver, United States

    Job Description · Job DescriptionWe are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their f ...

  • Colorado Financial Advisors

    Financial Advisor

    6 days ago

    Colorado Financial Advisors Greenwood Village, United States

    Indenpendence, Autonomy, Helping others, Great income potential. Life & Health + FINRA Series preferred. Send me a message or call my office and we can decide if this would be a fit. · We are seeking a Financial Advisor to join our team You will deliver personalized investment so ...

  • Red Rocks Community College

    Financial Aid Processing Advisor

    3 weeks ago

    Red Rocks Community College Denver, United States

    Salary: $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 ...

  • Red Rocks Community College

    Financial Aid Advisor

    4 weeks ago

    Red Rocks Community College Denver, United States

    Salary: $46, $51,365.00 Annually · Location : Lakewood, CO · Job Type: Full-Time · Job Number: FINAD · Division: Student Affairs · Department: Financial Aid · Opening Date: 05/24/2024 · Closing Date: 6/7/2024 4:59 PM Mountain · To Apply: All applicants must submit: a resu ...

  • Front Range Financial

    Financial Advisor

    2 days ago

    Front Range Financial Littleton, United States

    Job Description · Job DescriptionFront Range Financial is looking for a Financial Advisor to join our team in our Centennial office. This person will actively seek out and engage prospective customers to sell our products and/or services. · The ideal candidate is results-driven, ...