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Financial aid advisor Jobs in Aurora, CO
- Promoted
Financial Advisor
Harrison Gray Search & ConsultingDenver, CO, US- Promoted
Senior Financial Advisor
FartherAurora, CO, US- Promoted
- New!
FINANCIAL ADVISOR - NORTHERN COLORADO
Thrivent Financial for LutheransDenver, CO, United States- Promoted
Entry Level Financial Advisor
Wisepath GroupDenver, CO, US- Promoted
Financial Advisor
Strategic Wealth DesignersDenver, CO, United States- Promoted
Financial Advisor
SteelPeak WealthDenver, CO, United States- Promoted
Executive Director Financial Aid and Scholarships
ClevelcrossingDenver, Colorado, US- Promoted
Licensed Financial Advisor
New York Life - DenverDenver, CO, US- Promoted
Financial Advisor
Capstone Colorado - a MassMutual firmDenver, CO, US- Promoted
Financial Advisor
Prudential FinancialDenver, CO, United States- Promoted
Financial Aid Representative
Beonair Network of Media SchoolsDenver, CO, US- Promoted
LPL FINANCIAL ADVISOR
MidWestOne BankDenver, CO, United StatesFinancial Advisor
Corebridge FinancialDenver, CO- Promoted
- New!
FINANCIAL ADVISOR
Mosaic Retirement Planning, LLCDenver, CO, United StatesFinancial Advisor
First Command Financial Services, IncAurora, Colorado,USFinancial Advisor
AlerusColorado, USFinancial Advisor
First Command Financial Services, Inc.Aurora, CO, USFinancial Advisor
Saige Partners LLCDenver, CO, USFinancial Advisor
Harrison Gray Search & ConsultingDenver, CO, US- Full-time
Job Description
Job Description
Harrison Gray has partnered with one of Colorados growing Private Wealth Management firms. They specialize in fee-based discretionary asset management for individuals and families. This firm customizes portfolios based on their clients financial goals and work closely with the client, their tax advisors, and their estate attorneys to form a comprehensive view of their financial situation.
Our ideal candidate has 7-10 years of Financial Advisor experience and is looking for opportunities to grow within a company.
The Financial Advisor is a critical member of our clients management team. The principal role of the advisor is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence. Advisors are also responsible for maintaining close, ongoing relationships with their existing clients.
Key Qualifications
- Existing book of business
- Entrepreneurial spirit
- Structure and discipline
- Existing network that can continuously be expanded and cultivated within the community
- Intellectual curiosity
- Drive for success
- Strong community involvement
- CFP, or advanced designations, and Series 63, 65, or 66
- Comfortable interacting with individuals of significant wealth
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
Tech Stack of Firm & Custodian
Benefits