Hybrid Wealth Advisor High-Net-Worth Clients
Job in
Golden, Jefferson County, Colorado, 80401, USA
Listed on 2026-03-03
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm in Colorado is seeking a wealth advisor to provide comprehensive wealth management services to high net worth clients. The successful candidate will prepare tailored financial plans, build client relationships, and support new business development efforts. Applicants should have a Bachelor's degree, relevant experience of at least five years in financial planning, and professional certifications like Series 65, CFP, or CFA.
The salary for this role ranges from $70,200 to $125,000 annually depending on location and experience.
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