Client Access

Help Center

+1 303-690-5070

Financial Planner

Updated January, 2024

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

Want to talk now?

Chat in-person during regular business hours or fill out the form!