Investment Management Consultant II - Denver, CO

What you’d do

Acts as a product authority on managed accounts, handling complex sales and client management needs, annual strategic reviews, and risk mitigation alongside Financial Consultants and Wealth Planners. Full time, direct customer contact role based in Greenwood Village, CO. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire
• Appropriate state registrations
• Minimum 7 years financial relationship management experience
• Bachelor's degree or equivalent experience
• CFP designation preferred