About this role
Managing Partner, Wealth Advisor at Umb. Location: Denver, Colorado, United States. Role: Lead team, Set strategy, Develop plan Requirements: Bachelor’s degree; 7 years financial services experience; 3+ years leadership as advisor; Series 65 within 120 days; preferred 10 years; CFP/CFA preferred. Category: Business Operations Seniority: Senior Level Tools: Microsoft Office, Salesforce, eMoney, Financial planning software Certifications: series 65, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English