About this role
Lead Investment Advisor at RubinBrown LLP. Location: Denver, Colorado, United States. Role: Lead advisory, Develop plans, Grow practice Requirements: 8+ years as Registered Investment Advisor/Financial Planner or Trust Officer; CPA/CFA/CFP; Series 65; strong client relations; experience with high net-worth individuals; MS Office proficiency. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Certifications: cpa, cfa, cfp, series 65 Commitment: Full Time Workplace: Onsite Languages: English