Sr. Wealth Strategist- Client Development Sales Director- Denver

The Sr. Wealth Strategist- Client Development Sales Director is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities, and maintaining ongoing contact with clients to promote the enhancement and expansion of existing relationships.

Requirements

• 10 or more years of sales and relationship management experience
• Knowledge of fiduciary capabilities and services, including fee structures and documentation
• Series 7 and 63 licenses
• Professional designations such as CFP, CTFA, CFA, are preferred

Benefits

• 401k and pension
• Medical, dental, vision, spending accounts and disability
• Paid time off
• Parental and caregiver leave
• Life & accident insurance
• Other voluntary and well-being benefits