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Financial Advisor at Core Group Resources

Financial Advisor

Core Group Resources Denver, CO Full-Time
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Core Group Resources (www.coregroupresources.com) is America’s leading financial services recruitment company. Core Group Resources expertise is unmatched in the financial services market for executive search, staffing, and expertise identification. For more information contact us 281 347 4700. We are currently in the market for the following:

Financial Advisor

Denver, Colorado

We are looking for growth-minded advisors who deliver platinum-level service to their clients in a supportive team environment. Our client is a Fee-Based, Independent RIA Wealth Management Firm that has organically grown to nearly $300M AUM in the last 9 years. Their focus on serving their clients, essentially as a family CFO, has brought their company to new heights. They have just opened a beautiful, new office on the north side of Denver.

Background:

  • Bachelor’s Degree and a minimum of three (3) to five (5) years of Financial Advising experience, especially working with high net worth clients.
  • Fully Licensed
  • Certified Financial Planner (CFP) preferred, but not required.
  • Minimum of $15M AUM and/or a significant track record of client growth.
  • Growth Mentality

Why Join?

  • Grow professionally at a growing company
  • Desire to serve clients with first-in-class service and be trusted partner
  • Work in healthy & supportive team environment
  • Competitive Compensation and Incentives
  • A robust referral and lead pipeline

The contact person for this job is Bob Sutton. Please contact him for more information at bob@coregroupresources.com

 

Recommended skills

Finance
Certified Financial Planner
Advising
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