Wealth Advisor — Holistic Planning for High Net Worth Clients

A national financial services firm in Highlands Ranch is seeking a Wealth Advisor to work with a team to create comprehensive financial plans. The ideal candidate will have 5+ years of related experience and a Series 65, CFP, or CFA certification. Responsibilities include providing wealth management advice, preparing customized financial portfolios, and fostering client relationships. The position offers competitive compensation ranging from $70,200 to $125,000 annually, depending on experience and location. #J-18808-Ljbffr