Financial Planner

3 weeks ago


West Pleasant View, Colorado, United States Innova Solutions Full time
Investment Advisor Opportunity

We are seeking a skilled Investment Advisor to join our team at Innova Solutions. As a key member of our wealth management team, you will be responsible for providing expert financial guidance to our clients.

Key Responsibilities:

  • Develop and implement personalized investment strategies for clients
  • Conduct thorough financial analyses to identify areas for improvement
  • Provide ongoing portfolio management and monitoring
  • Collaborate with clients to set and achieve financial goals

Requirements:

  • 6+ months of experience in investment advisory or a related field
  • Strong knowledge of financial markets and investment products
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Location: Denver, CO (onsite)

Duration: 6+ months


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