
Lead Financial Advisor: Close with Warm Leads & Growth
The Well, Loveland, Colorado, United States, 80538
A growing wealth management firm is seeking a Lead Financial Advisor in Loveland, CO. This client-facing role focuses on building relationships with warm, pre-scheduled leads, supported by an operations team. Ideal candidates will have strong communication skills, client-facing advisory experience, and the Series 65 certification. This position offers a clear path to grow a long-term book of business and a strong work-life balance with defined office hours.
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