What are the responsibilities and job description for the Wealth Management Advisor position at Colorado Wealth Group?
Colorado Wealth Group is the premier destination for comprehensive financial planning. Our team of passionate professionals is dedicated to being a lifelong resource to ensure your ultimate success. We consult with clients to prepare and implement life-changing solutions that deliver customized, meaningful results. We take immense pride in our performance and top-tier customer service. Join us and experience the difference!
This is a full-time hybrid role for a Wealth Management Advisor, based in Denver, CO with some work-from-home flexibility. The Wealth Management Advisor will be responsible for providing clients with personalized financial planning and retirement planning services. Day-to-day tasks include developing comprehensive wealth management strategies, managing investments, and offering expert financial advice. The Advisor will also be expected to build and maintain strong client relationships, ensuring trust and satisfaction.
- Financial Planning, Retirement Planning, and Wealth Management Services skills
- Experience with Investments and Finance
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Economics, Business, or related field
- Relevant certifications (e.g., CFP, CFA) are a plus
- Experience in a client-facing advisory role is preferred