Senior Client Services Lead

A financial services firm is seeking a Senior Financial Consultant in Denver, Colorado. This position demands a minimum of seven years in the financial industry, focusing on delivering comprehensive financial planning and investment management. Your role involves preparing clients' financial plans, coordinating with team members, and managing investment portfolios to meet diverse client needs. A BA or BS degree is essential, and further qualifications like CFP or CFA are preferred. Competitive salary and benefits are offered with opportunities for advancement. #J-18808-Ljbffr