One of the fastest growing independent RIA firms in the country is seeking a Client Service Advisor for their office in the Centennial, CO area. This individual would work with an existing book of business with the support of a successful firm and marketing system.

Job Responsibilities and Qualifications

Work with existing clients of the firm
Client reviews
Portfolio analysis
Re-balancing
Look for other sales opportunities within the existing book
65 required
Salary plus bonus on revenue with full benefits. Great growth potential within the firm.