1 Independent Financial Planner Job in Lone Tree, CO
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Independent Financial Planner
$94k-115k (estimate)
Full Time | Investment Management
3 Months Ago
A&I Financial Services is Hiring an Independent Financial Planner Near Lone Tree, CO
Requirements for the role of Independent Financial Planner:
- Mature, strong self-starter
- Client-focused, empathetic
- Wealth management experience
- Experience in complex, abstract sales
- Appropriate professional credentials, CFP strongly preferred
- College degree required. Accounting or finance degree preferred
We offer:
- Proven processes to help build your expert network
- A caring, professional and pleasant team atmosphere
- Exceptional office space
- Competitive compensation
- Partnership potential
Job Summary
JOB TYPE
Full Time
INDUSTRY
Investment Management
SALARY
$94k-115k (estimate)
POST DATE
03/01/2024
EXPIRATION DATE
06/24/2024
WEBSITE
assetsandincome.com
HEADQUARTERS
ENGLEWOOD, CO
SIZE
25 - 50
TYPE
Private
CEO
KARL FRANK
REVENUE
$5M - $10M
INDUSTRY
Investment Management
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