Senior Financial Advisor: Growth & Client-Relationship Focus
Bowman Financial Strategies, LLC
Bowman Financial Strategies, LLC is seeking a Senior Financial Advisor to join our Englewood, CO team. This full-time, on-site role focuses on driving net new asset growth by sourcing, closing, and nurturing client relationships, while delivering comprehensive retirement and distribution planning. You will manage client plans, analyze tax implications, coordinate Social Security/pension strategies, and monitor portfolios for risk and performance, with robust internal support and marketing #J-18808-Ljbffr Bowman Financial Strategies, LLC
Vacancy posted 5 days ago
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