Senior Financial Advisor
Location: Denver Tech Center, CO
Position Description:
Our Premier full-service Financial Services Firm client is expanding. They are looking for a couple of experienced Senior Financial Advisors with a strong track record to join their team at their DTC office in Denver, CO. Key goals and objectives include but are not limited to:
As an independent firm, our advisors have the ability to offer their clients sound, comprehensive financial solutions unique to their situations. Our services include, but are not limited to: Financial Planning, Investor Services, Wealth Management, Estate Planning, Business Planning, Employee Benefits and Risk Management. We are able to offer fee-based financial planning for clients and businesses that would like to work with a financial fiduciary.
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Choose the right solutions for your clients with no proprietary mandates
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Collaborate with other experienced and successful advisors
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Work with firm specialists that provide you with expert advice in all areas of your niche
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Leverage firm resources to build your practice with support in areas of technology, compliance, marketing, licensing & registration, training and development
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Travel nationally and internationally to award conference trips throughout the year
Required Qualifications:
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Requires a minimum of 5 years overall financial advising experience
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Bachelor’s Degree required
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Certified Financial Planner preferred
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Series 7 and 66 preferred, sponsorship available
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Life/Accident and Health preferred
Qualified and interested candidates should contact Tim Pendergast, Founder and CEO at 303-792-2989 or by email timp@ctisearch.com