Denver, CO
2/18/2022

Position Summary

The Wealth Advisor is the relationship advisor for high net worth and ultra-high net worth wealth clients. They will be responsible for developing and deepening client relationships through needs-based, high-level client service.

Key Responsibilities

  • Builds deep and meaningful relationships with clients. Provides targeted, timely and customized financial solutions based on each client’s individual needs.
  • Delivers comprehensive, high-level advice and recommendations to high-net-worth individuals and families on topics such as, but not limited to:
    • Retirement strategies
    • Estate planning
    • Charitable strategies
    • Family financial education
    • Investment management
  • Develops, presents, implements, and monitors client specific recommendations.
  • Provides best-in-class client service and have a documented record of leading wealthy complex individuals/families through proactive client communications, regularly scheduled meetings, distribution of relevant reporting and analysis, and promptly responding to client requests.
  • Manages client meeting process by:
    • Preparing client meeting material and attending all client meetings.
    • Documents all meeting notes; produces written recap and action steps for client, lead advisor and all team members.
    • Leads client follow-up with action steps. Engages lead advisor as necessary and other team members to achieve client objectives.
  • Business Development:
    • Develops and maintains ongoing relationships with new and relevant center of influences.
    • Builds and maintains a networking group/niche.
    • Brings new client revenue to the firm through gathering of outside assets.
  • Fields daily client requests and engages team members as needed to ensure timely and accurate solutions and works closely with lead advisor to keep him/her up to date on all client engagement.
  • Offers leadership, mentoring and support to Financial Planning Associates and team members.
  • Ensures retention of the firm’s clients as well as generating referrals
  • Embrace core values:
    • We are devoted to our clients
    • We believe in the power of our team
    • We are committed to Kaizen – continuous improvement
    • We demonstrate GRIT through passion and perseverance for our goals
  • Demonstrate culture of compliance, client security and client-first mentality.


Experience

  • Bachelor’s degree required. CFP or CPA is desirable.
  • 6-10 years of experience focusing on wealth management for individuals/families.
  • CFPâ required or obtained within 2 years of hire.
  • Series 65 or 66, or Series 65 securities license obtained within 6 months of hire.
  • Demonstrate critical thinking and good judgement in all situations.
  • Prior experience as a team leader, project manager or supervisor preferred.
  • Excellent written and verbal communication; writes clearly and informatively; well-spoken and persuasive in positive or negative situations and respond well to questions.
  • Detailed oriented, strong organizational, strategic thought, and analytical skills.
  • Experience with the following systems preferred: SalesForce, MoneyGuidePro, and Black Diamond.
  • Strong work ethic and models a desire to serve others.
  • An entrepreneurial spirit and passion to serve clients.

Rewards

We offer a team-based, positive work environment where employees are encouraged to grow into new responsibilities and accept new challenges. Our pay is competitive, and our benefits include a co-funded retirement plan, medical coverage, paid-time-off, and much more.