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, involving the Investment Policy Committee, Tax Advisor, and other team members as necessary.

• Act as the primary contact for client inquiries and planning requirements.

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

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

• Develop, maintain, and update comprehensive holistic financial plans.

• Provide proactive planning recommendations in line with client objectives.

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

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

• Create and implement tailored investment recommendations with the Investment Policy Committee.

• Review portfolio suitability and accuracy with the Investment Policy Committee and Tax team at least once a year.

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

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

• Engage in proactive client outreach outside of scheduled meetings.

• Schedule and manage the cadence of client meetings using technology when feasible.

• Request and oversee client swag and appreciation initiatives.

• Manage logistical details, documentation, and action items for client meetings.

⛳️ Requirements

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

• Responsible for managing relationships for at least 80 households.

• Strong technical expertise 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.

• Keen attention to detail and capability to manage multiple client relationships concurrently.

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

• Series 65 certification required.

• CFP® designation or similar preferred.

• Intellectual curiosity and enthusiasm for wealth advisory.

• Strong organizational and project management capabilities.

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

• Process-oriented mindset combined with strategic thinking.

• Team-first attitude with a willingness to take responsibility for outcomes.

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

🏝️ Benefits

• Revenue sharing on book: Actively building out.

• Flexibility beyond the existing compensation range for exceptional talent.