Denver, CO
We are in search of a highly motivated and experienced HNW Wealth Advisor to join our client's Family Office team in Denver, CO.

  • Develop new business, expand existing relationships, and retain current clientele
  • Provide comprehensive wealth advisory services to a diverse clientele as an Advisor, Trustee, or both at the same time
  • Collaborate with in-house specialists experienced in estate planning, retirement planning, tax, and insurance to achieve client goals
  • Evaluate financial portfolios, goals, objectives, and cash-flow needs, and mitigate risk for a tailored approach
  • Evaluate and rebalance portfolios as needed
  • Prepare and deliver comprehensive aggregated account information encompassing all client assets
  • Collaborate with analysts to prepare and present detailed client reviews
  • Work closely with the client’s tax advisor to mitigate income and estate taxes
  • Analyze the client’s entire financial portfolio to identify of risks and opportunities
  • Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth
  • Collaborate with Trust & Family Office colleagues to ensure the highest level of service

  • Minimum of 8+ years of experience delivering advisory services to affluent clients
  • Experience growing and establishing client relationships and assets
  • Financial services certifications such as CFP®, CFA®, ChFC®, or similar
  • Continue financial services education
  • Motivated self-starter
  • Detail oriented and highly organized
  • Able to multi-task and prioritize to meet deadlines
  • Able to work both independently and as an integral part of a team
  • High professional standards and sound judgment
  • Able to focus on key priorities and thrive in a complex and ever-changing environment
  • Strong work ethic
  • Stable under pressure or stress
  • Willingness to learn and contribute to the company’s financial growth and profitability

  • Competitive salary with bonus
  • Medical, dental, and vision insurance
  • 401k Plan + Employer Match
  • Employee Stock Options
  • Paid 4 Week Sabbatical Program with every 5 years of employment
  • Tuition Reimbursement
  • Employee charitable giving support
  • Company-paid parking