Private Wealth Advisor

This is a fully remote position, open to applicants in Colorado, +2 more states.

📋 Description

• Conduct welcome calls and ongoing financial planning meetings, engaging the Investment Policy Committee, Tax Advisor, and other team members when suitable.

• Act as the main point of contact for client inquiries and planning requirements.

• Ensure accurate and complete client profiles are maintained in Salesforce, Orion, and planning software.

• Onboard up to three households weekly and manage over 120 households at full capacity.

• Create, maintain, and update detailed holistic financial plans.

• Offer proactive planning recommendations that align with client objectives.

• Coordinate planning efforts with internal Tax, Estate, and Investment partners.

• Identify clients suitable for unique or opportunistic investment solutions in collaboration with the Investment Policy Committee.

• Develop and implement personalized investment recommendations alongside the Investment Policy Committee.

• Annually review portfolio suitability and accuracy with the Investment Policy Committee and Tax team.

• Oversee client billing processes with the Investment Policy Committee and/or Compliance.

• Prepare for, lead, and follow up on client meetings.

• Conduct proactive client outreach beyond scheduled meetings.

• Schedule and manage client meeting frequencies using technology whenever possible.

• Request and organize client swag and appreciation initiatives.

• Manage logistics, documentation, and action items related to client meetings.

⛳️ Requirements

• A minimum of 3 years of experience as a Wealth Advisor or Financial Planner within a wealth management, RIA, or family office environment.

• Managed relationships for at least 80 households.

• Strong technical knowledge in financial planning, investments, and tax-aware strategies.

• Exceptional client communication and relationship management abilities.

• Familiarity with customized investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, and bond laddering.

• High attention to detail and capacity to manage multiple client relationships concurrently.

• Collaborative approach with a comfort in working alongside investment, tax, and operations teams.

• Series 65 certification required.

• CFP® or similar designation preferred.

• Demonstrated intellectual curiosity and enthusiasm for wealth advisory.

• Strong organizational and project management skills.

• Ability to articulate complex financial planning concepts to both teammates and clients.

• Process-oriented mindset coupled with strategic thinking.

• Team-first mentality with a readiness to take ownership of results.

• High level of professionalism, discretion, and client service orientation.

🏝️ Benefits

• Revenue sharing on the book: Actively building out.

• Flexibility beyond the existing compensation range for exceptional talent.