- Field
- Wealth management and banking
- Location
- Boulder, CO
- Work model
- Onsite
- Level
- Senior
- Pay
- $300k
About the role
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.
What they are looking for
- 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.
What they offer
- Compensation is based directly on the value of the AUM the advisor brings to the firm.
Everything above is the hiring company’s own words, with the company name taken out. The name, the team, and the interview steps come with the first conversation.