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Join a top-tier financial services practice in Boulder, Colorado
Why Young Global Wealth Strategies, Inc.?
Young Global Wealth Strategies is located in beautiful Boulder, Colorado. We offer the opportunity to work in this dynamic Front Range community while maintaining your independence as a broker. The focus of the advisors at our practice is to help clients invest and preserve wealth for themselves and if needed for future generations.
John is dedicated to Customer Service provided with integrity and a disciplined approach to financial planning. His team encourages a healthy work/life balance through family and community involvement.
Why Young Global Wealth Strategies?
Other than you, nobody else in the business understands or respects – or celebrates – your independence like we do. So the last thing we want to do is tell you how to run your practice. We just supply the resources you’d expect to find at a large firm and deliver them with a uniquely singular customer focus, so you can use them to grow the way you see fit.
So if you’re looking to take control of your business – and your life – you may be on the verge of an exciting discovery. Welcome to a realm of new choices and support.
Requirements
- Production : $250,000 and above
- Experience: At least 3 years of experience
- Qualifications: Series 65/66 license
- Effectively source business prospects and employ client acquisition techniques
- Consult clients on investment strategies based on their financial and
- investment objectives
Qualifications
The best Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer specialized advice to help clients meet their wealth management needs.
- Excellent communication, presentation, time management and organization skills
- Strong community presence with an established network of personal and
- Business contacts
- Ability to listen to client needs and provide financial solutions
- Authorization to work in the U.S. without restriction as to duration
- Successful completion of background check and pre-employment assessments
- Bachelor’s degree in business, finance, sales, marketing or related field and/or 5 years of professional experience in Business Development, Management, Sales, Legal, Accounting, Education, Military, Finance or other business a plus
Please contact John Young for more information.
Call 303-443-3406 or email john.young@youngglobalwealth.com.
2235 Broadway
Boulder, CO 80302
Map & Directions
Phone: 303.443.3406
Fax: 805.830.1122
2235 Broadway
Boulder, CO 80302
Map & Directions
Phone: 303.443.3406
Fax: 805.830.1122
Investment advice offered through Ascentis Independent Advisors (“Ascentis”), an investment adviser registered with the U.S. Securities and Exchange Commission. Young Global Wealth Strategies Inc. is a DBA of Ascentis. Registration as an investment adviser does not imply a particular level of skill or training. Young Global Wealth Strategies Inc. may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
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