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Remote Senior Wealth Advisor — Holistic Planning

greenwood village, co • Posted 6 days ago
Remote Full Time Finance
A leading financial services provider is seeking a Senior Wealth Advisor for a remote position in Colorado. The advisor will engage with clients to achieve their financial goals and consolidate assets. Key responsibilities include cultivating relationships, managing customer pipelines, and utilizing financial tools. Candidates should possess significant industry experience, a relevant degree, and strong communication skills. Benefits include comprehensive insurance, a 401(k) plan, tuition reimbursement, and generous paid time off.
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