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

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    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

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