Texas Licensed Wealth Advisor

Posted 3 days ago

virtual vocationsDenver (CO)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Manager

About the role

Supporting a senior wealth practice, the full-time Texas Licensed Wealth Advisor will serve as a primary point of contact for high-net-worth clients, coordinating client strategy meetings and collaborating with external partners while working in a collaborative office environment with some remote flexibility. Key responsibilities Deliver high-touch support as the daily contact for private wealth clients Coordinate and execute client strategy meetings and facilitate complex account maintenance Collaborate with external partners on tax, estate, and business decisions Required qualifications 2 to 5+ years of experience in private wealth management or financial planning Bachelor's degree in Finance, Business, Economics, or a related field Proficiency with CRM systems and financial reporting software Series 7 and/or Series 66 preferred or willingness to obtain Strong knowledge of modern portfolio structures and market dynamics

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.