Senior Wealth Planner High-Net-Worth Clients
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-01-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm in Denver is seeking a Financial Planner to provide wealth management advice to high net worth clients. The ideal candidate has a Bachelor's degree, 5+ years of relevant experience, and holds a Series 65, CFP, or CFA. This role involves preparing customized financial plans, cultivating client relationships, and working collaboratively with the advisory team. Competitive compensation ranges from $70,200 to $125,000 yearly, reflecting the cost of talent across the U.S.
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Position Requirements
10+ Years
work experience
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