Associate Wealth Advisor

Quality Talent Group
Denver, CO
Category Finance
Job Description
Join a collaborative wealth management team as an Associate Wealth Advisor, providing comprehensive wealth management advice to high-net-worth clients and supporting their financial planning needs.

Requirements

  • Bachelor’s degree
  • 2+ years of experience in financial planning, accounting, legal, or related professional services
  • Series 65 or CFP required

Benefits

  • Competitive pay
  • Innovative, collaborative workplace
  • Ongoing professional development
  • Inclusive culture
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