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Wealth Management Support Advisor

2 months ago

Littleton, Colorado, United States Everest Wealth Advisor Full time

Company Overview

Everest Wealth Advisors is a reputable independent financial services firm with multiple locations, dedicated to providing exceptional wealth management solutions across numerous states.

Position Overview

We are currently in search of a seasoned licensed Financial Consultant to become a vital part of our accomplished team in Greenwood Village, Colorado. The ideal candidate will possess a strong analytical mindset and demonstrate diligence in their professional practices. This role is designed for individuals who can operate efficiently while maintaining a high level of accuracy. It is important to note that this is a non-client facing position, where the selected individual will collaborate closely with senior team members to enhance the performance of each advisor and contribute to the overall success of the firm.

Key Qualifications

  • In-depth understanding of financial planning, investment methodologies, and wealth management principles
  • Exceptional communication and interpersonal abilities
  • Familiarity with financial software and tools (experience with LPL ClientWorks is advantageous)
  • Capability to interpret complex financial data and offer insightful recommendations
  • Meticulous attention to detail and strong organizational capabilities
  • A Bachelor's degree in Finance, Economics, or a related discipline is preferred
  • Professional certifications such as CFP or CFA are considered beneficial

Securities and advisory services are provided through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL Financial and Everest Wealth Advisors operate as distinct entities.