Financial Services Professional

6 days ago


Denver, Colorado, United States Signature Estate & Investment Advisors, LLC Full time

Job Summary:

We are seeking a highly motivated and experienced Financial Services Professional to join our team as a Wealth Management Consultant. In this role, you will be responsible for assisting clients with their investment needs, monitoring and re-balancing client portfolios, and providing exceptional customer service.

Responsibilities:

  • Servicing existing clients and growing their investments
  • Preparing for client review meetings
  • Re-balancing client portfolios
  • Providing exceptional customer service

Requirements:

  • Bachelor's Degree from a four-year college or university required
  • MBA preferred but not required
  • FINRA licenses Series 7 and 66 required
  • Four to ten years of related experience in an investment, financial planning, or wealth management firm

Estimated Salary:

$75,000 - $100,000 per year, based on experience



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