Confidential
Senior Wealth Advisor
About the Company
Prominent national investment management firm
Industry Investment Management
Type Privately Held About the Role
The Company is seeking a Senior Wealth Advisor to take on a leadership role in the continued expansion of its regional presence. The successful candidate will be responsible for sourcing and closing leads at multiple custodial referral offices in the greater Denver region. This position offers the opportunity for exponential growth within the wealth advisory and strategic advisory networks and involves serving as the Lead Wealth Advisor to a select group of complex, ultra-high-net-worth clients. The role includes advising clients on a wide range of comprehensive wealth management services, such as tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management.
Applicants for the Senior Wealth Advisor position at the company should have a proven track record in the wealth management industry, with a focus on high-net-worth and ultra-high-net-worth clientele. The role requires a deep understanding of the various aspects of wealth management, including the ability to provide tailored advice in the areas of tax and estate planning, financial planning, and investment management. The ideal candidate will have a strong network and the skills to effectively source and close leads. A clear track to partnership and above-market payouts based on book revenue are part of the compensation package, reflecting the company's commitment to rewarding and retaining top talent in the industry.
Travel Percent Less than 10%
Functions
Finance
Prominent national investment management firm
Industry Investment Management
Type Privately Held About the Role
The Company is seeking a Senior Wealth Advisor to take on a leadership role in the continued expansion of its regional presence. The successful candidate will be responsible for sourcing and closing leads at multiple custodial referral offices in the greater Denver region. This position offers the opportunity for exponential growth within the wealth advisory and strategic advisory networks and involves serving as the Lead Wealth Advisor to a select group of complex, ultra-high-net-worth clients. The role includes advising clients on a wide range of comprehensive wealth management services, such as tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management.
Applicants for the Senior Wealth Advisor position at the company should have a proven track record in the wealth management industry, with a focus on high-net-worth and ultra-high-net-worth clientele. The role requires a deep understanding of the various aspects of wealth management, including the ability to provide tailored advice in the areas of tax and estate planning, financial planning, and investment management. The ideal candidate will have a strong network and the skills to effectively source and close leads. A clear track to partnership and above-market payouts based on book revenue are part of the compensation package, reflecting the company's commitment to rewarding and retaining top talent in the industry.
Travel Percent Less than 10%
Functions
Finance