Texas Certified Financial Advisor
virtual vocationsDenver, CO
Texas Certified Financial Advisor
L5
virtual vocationsDenver, COyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All OtherIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesTo enhance client relationships, the remote Texas Certified Financial Advisor will establish and maintain long-term client connections, deliver financial advice, and provide complex portfolio management guidance.
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 tax management strategies
Required qualifications:
Certified Financial Planner designation required
Series 7, 63, or 66 (or ability to acquire within 3 months)
Three years of advisory experience for Financial Advisor or five years for Senior Financial Advisor
Demonstrated experience managing a book of business with client satisfaction
In-depth knowledge of financial planning and investment strategies
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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