Texas Licensed Financial Advisor
virtual vocationsDenver, CO
Texas Licensed Financial Advisor
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous IntermediationAbout the role
To support a growing financial advisory practice, the remote Texas Licensed Financial Advisor will establish and maintain long-term client relationships, deliver financial advice, and provide complex portfolio management guidance while collaborating with experienced advisors.
Key responsibilities:
Establish, grow, and maintain long-term relationships with clients
Partner with investors to help them plan for their financial goals
Provide disciplined investment approaches and additional financial planning support
Required qualifications:
Certified Financial Planner (CFP) designation required
Series 7, 63, or 66 licenses (or ability to acquire within 3 months)
Three to five years of advisory experience in financial planning and relationship management
Demonstrated experience managing a book of business with client satisfaction
In-depth knowledge of financial planning, investment strategies, and industry regulations
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JOB OVERVIEW
Experience level
Senior
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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