Wealth Advisor Growth & Legacy Planning Leader

Corient Private Wealth LLC.

Denver, CO

JOB DETAILS
SALARY
$125,000–$200,000 Per Year
SKILLS
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Consulting, Customer Relations, Customer Satisfaction, Economics, Finance, Financial Analysis, Financial Services, Sales Management, Service Delivery, Wealth Management
LOCATION
Denver, CO
POSTED
3 days ago

A wealth management firm in Denver is seeking a skilled candidate to manage client relations and deliver tailored financial services. The ideal individual should have a Bachelor's in Finance or Economics and a CFP or CFA certification. Responsibilities include preparing financial analyses, overseeing tasks, and providing strategic consulting advice to clients. Join a team dedicated to excellence and client satisfaction, offering a competitive salary range of $125,000 to $200,000 per year.#J-18808-Ljbffr

About the Company

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Corient Private Wealth LLC.