Wealth Platform Lead: Client Journey & Planning

A leading wealth management firm in Denver is seeking an Advising Lead to foster strong client relationships and translate complex investment strategies into understandable advice. This role combines the expertise of a financial advisor with the sophistication of a hedge fund manager. Candidates should possess an active Series 65 license, significant experience in client-facing roles, and exceptional communication skills. The firm values in-person collaboration, offering a hybrid work model and benefits like equity and comprehensive health insurance.
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