California Licensed Wealth Consultant
virtual vocationsDenver, CO
California Licensed Wealth Consultant
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting ServicesAbout the role
Partnering with financial advisors, the full-time California Licensed Wealth Consultant will assess business performance, deliver consulting guidance on practice management, and drive the adoption of solutions to enhance client outcomes in a hybrid work environment.
Key responsibilities:
Assess business performance and develop actionable plans to drive asset growth and productivity
Deliver consulting guidance on client segmentation, service models, and operational efficiency
Lead regular business reviews with advisors to evaluate performance and recommend strategic adjustments
Required qualifications:
Bachelor's degree in business, finance, or a related field
5+ years of experience in financial services, wealth management, or consulting roles
Experience within a financial institution investment program or in relationship management at a broker dealer
FINRA Series 7 and 63/65 or 66 licenses
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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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