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Texas Licensed Financial Advisor

L5

virtual vocationsDenver, COyesterday

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
To support a growing financial advisory practice, the remote Texas Licensed Financial Advisor will establish and maintain long-term client relationships, deliver financial advice, and provide complex portfolio management guidance while collaborating with experienced advisors.
Key responsibilities: Establish, grow, and maintain long-term relationships with clients Partner with investors to help them plan for their financial goals Provide disciplined investment approaches and additional financial planning support
Required qualifications: Certified Financial Planner (CFP) designation required Series 7, 63, or 66 licenses (or ability to acquire within 3 months) Three to five years of advisory experience in financial planning and relationship management Demonstrated experience managing a book of business with client satisfaction In-depth knowledge of financial planning, investment strategies, and industry regulations
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Denver, CO

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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