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Financial Advisor - Successor

Company: Core Group Resources
Location: Denver
Posted on: May 6, 2021

Job Description:

Core Group Resources ( ) is America's leading financial services recruitment company. Core Group Resources expertise is unmatched in the financial services market for executive search, staffing, and expertise identification. For more information contact us . We are currently in the market for the following: Successor / Advisor Denver, Colorado We are looking for fiduciary advisors who put client's needs first. Our client is a multi-office Wealth Management Firm that has legacy of service and growth. Their focus is on serving their clients as relationship-focused, fiduciaries. This is a tremendous opportunity for an experienced, professional advisor. The lead, senior advisor for this office is beginning the planning stages of a succession and retirement, so this advisor will have the opportunity to step in, learn their approach, build existing and new client relationships, and eventually assume ownership of the office. Background:

  • Bachelor's Degree and a minimum of three to five years of Financial Advising experience
  • Fully Licensed
  • Certified Financial Planner (CFP), or ability to obtain in the near future
  • History of integrity, responsibility, and leadership Why Join?
    • Grow professionally at a thriving company
    • Desire to serve clients with relational approach
    • Work in healthy & supportive values-based environment
    • Competitive Compensation and Incentives
    • Potential for ownership The contact person for this job is Bob Sutton. Please contact him for more information at

Keywords: Core Group Resources, Denver , Financial Advisor - Successor, Accounting, Auditing , Denver, Colorado

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