Wealth Strategies · 2 weeks ago
Financial Representative
Denver, CO
Full-time
Onsite
New Grad, Entry LevelWealth Strategies is a comprehensive financial services firm committed to helping individuals and businesses achieve and sustain long-term success. As a Financial Representative, you will work with clients to provide access to financial products and services, helping them build wealth and protect their assets.
Financial Services
No H1B
U.S. Citizen OnlyHiring Manager
Rob Wick
Responsibilities
Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services
Develop and maintain a base of clients who value your input and guidance
Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will lasts for years
Qualification
Required
Must be a US citizen or permanent resident
A four‐year college degree
Obtain appropriate insurance licensing
Benefits
Defined Benefit Plan
401(k) with Match and Roth options
Health and dental insurance
Company
Wealth Strategies
At Wealth Strategies, financial success is about more than growing assets. It is about living life on your terms.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Travis J. Hart, LUTCF®, CLU®, CLF®
President/CEO
Kristen Bland
Managing Partner, VP of Marketing at Alliance Health Strategies
Company data provided by crunchbase