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Your Brain and Your Career
In-House
Denver, CO, United States
Private Client Advisor II
Attorney
Company Review
Min 12 yrs required
Full-time
No
Not specified
Competitive benefits package
Business Development, Prospecting, Qualification, Oral Communication, Investment Products, Client Management, Influencing, Consulting, Problem Solving, Advisory Sales, Pipeline Management, Active Listening, Collaboration, Transitioning Client Conversations
Bachelor degree or higher
Apply online through company website
Qualification and Experience 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree, MBA or Post-Graduate Degree preferred, Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date), CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Legal
USD 3000000 Annually
Apr 16, 2024
Jul 30, 2024
Qualification and Experience12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree, MBA or Post-Graduate Degree preferred, Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date), CFP, CPA, CFA, CTFA, CFM or JD a significant plus
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