About this role
Wealth Advisor- Littleton, CO at Carson. Location: Littleton, Colorado, United States. Role: advising clients, developing business, leading meetings Requirements: Provide financial planning and advisory services, build and retain client relationships, business development, mentor team members; Series 65/66 and CFP/CFA preferred; 3+ years advisory experience; bachelor’s degree preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce, Orion, eMoney, MoneyGuide Certifications: series 65, series 66, cfp, cfa, u-4, u-5 Commitment: Full Time Workplace: Onsite Languages: English