Financial Advisor- Greenwood Village
Presidential Wealth Management is seeking advisors to add to its successful team in Greenwood Village Colorado.
Founded in 1991, Presidential has a strong reputation in the local community with a solid foundation built over a quarter of century. The firm is a fully registered Broker Dealer, Investment Advisory Form, and Insurance Agency. We offer comprehensive support and a broad range of business models to help advisors. Our approach is to support, not dictate, how you choose to build your business. Our tools, platforms, staff and relationships are there when you need them. With no proprietary products or investment banking relationships to promote, you can rely on us for objective guidance that you can confidently take to your clients.
As a firm specifically built to exceed the needs of advisors and teams – no matter their size or requirements — we offer an integrated platform of advanced technology, brokerage tools, compliance and investment advisor services. We also support financial advisors with customized marketing designed to drive new business. Our best of breed advisor platform aggregates data from all sources giving our advisors an integrated view of all of their clients holdings in one place, combined with our CRM, email, workflow, and performance reporting, all within the same platform. Our Unique and flexible structure combines the capabilities and best practices of a large firm with a client focus more typical of a smaller firm.
We are a firm that understands that the most important part of our business is the advisor and their relationships with their clients. Whether you are an experienced veteran looking for a great firm that understands and values your business or newer to the industry looking for a better platform to grow and manage your practice, we would like to explore the opportunity further. Minimum of $10 million in Assets Under Management. Will consider slightly lower for self-sustainable newer advisors to the industry.
Please APPLY TODAY to discuss this unique opportunity for Denver area advisors!