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. Raymond James Financial Services provides one of the strongest support teams in the financial industry. John Young, principal at Young Global Wealth Strategies, has worked with Raymond James Financial Services as an independent financial services practice for over ten years.
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 Raymond James?
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. Welcome to Raymond James.
Qualifications: Series 7 license and 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