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Senior Financial Wealth Advisor

Opportunity

• Seeking an experienced Wealth Advisor with an established book of business and approximately $1MM+ in Assets Under Management (AUM).
• Opportunity for an advisor who is ready for greater flexibility, autonomy, and ownership.
• Potential for firm equity and increased control over the P&L.
• Ideal opportunity for an advisor who wants to have greater ownership and control over the business they have built.

Compensation

• Compensation is based directly on the value of the AUM the advisor brings to the firm.
• Earning potential is tied to the advisor’s established book of business and contribution to the firm.

Candidate Requirements

• Must be an experienced Wealth Advisor with a proven track record.
• Must have approximately $1MM+ in AUM to bring to the firm.
• Must currently be established in the Boulder, Colorado area.
• Local candidates only — relocation candidates will not be considered.

Ideal Candidate

• Successful advisor looking to take the next step toward greater independence and ownership.
• Values flexibility and increased influence over business operations and financial performance.
• Interested in building long-term equity and ownership in the business rather than simply managing a book of clients.