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Certified Financial Planner

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Professional Staffing Solutions

2021-12-03 08:50:23

Job location Denver, Colorado, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Financial and Wealth Management Firm is seeking a Licensed Financial Planner.

-Experienced in the life cycle stage of the client, including wealth accumulation, retirement income and wealth transfer and legacy fulfillment.

-Main Areas of Focus:
-Consulting and Planning Services
-Investment Solutions
-Insurance Solutions
-Ongoing and Pro-Active Client Services

-Required competencies:
-3+ years of experience in the financial sector
-Licensed as a Financial Planner
-Minimum Bachelors Degree in Finance or closely related field
-Book of Business
-Professional, punctual, established and ready to work.

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