About this role
Wealth Advisor - Denver at Vectra Bank. Location: Denver, Colorado, United States. Role: Developing wealth plans, Presenting financial solutions, Collaborating with banking professionals Requirements: Bachelor’s degree; 5+ years of related experience (10+ preferred); FINRA Series 7 & 66 (65/63); life/health insurance; CFP® preferred; strong communication, analytical, and presentation skills; financial planning software experience. Category: Finance and Accounting Seniority: Mid Level Tools: Financial Planning Software Certifications: finra series 7, finra series 66 (65/63), life and health insurance Commitment: Full Time Workplace: Onsite Languages: English