Aspen Wealth Strategies Denver , CO 80211
Posted 3 weeks ago
Our wealth management firm is looking for a skilled and experienced financial planner to join our team. In this role, you will be responsible for developing comprehensive financial plans for our high net worth clients, providing them with personalized investment strategies and recommendations. You will also be responsible for ongoing monitoring and analysis of their portfolios to ensure they are aligned with their financial goals.
Under limited supervision, our Financial Planner uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues. This may include income tax consulting, retirement planning, qualified retirement plans, risk management and insurance planning, estate planning, education funding and small business planning. Resolves or recommends solutions to complex problems. Contact with internal and/or external customers to provide detailed financial planning consultative services.
Requirements
Your Experience and Expertise
Benefits
We offer a competitive salary, bonus, and benefits package, as well as opportunities for career growth and development. If you are a motivated self-starter who is passionate about helping executives achieve their goals, we encourage you to apply for this exciting opportunity:
Who We Are
Aspen Wealth Strategies builds trusted relationships spanning generations. We offer a complete approach to wealth management. We’re fee-only advisors that consider all aspects of our clients financial plan to create an optimal and secure future. We want the best for our clients and our employees. Aspen Wealth Strategies is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ life savings means that every work day activity and interaction must be highly ethical, professional and focused. This means that your daily activities are to be completed correctly and efficiently the first time.
Disclosure: This job description is not meant to be an all-inclusive statement of every obligation and responsibility that will ever be required of the person in this role.
Aspen Wealth Strategies