Lead Wealth Advisor, Denver

Lead Wealth Advisor, Denver

Fee-Only RIA
Published
July 26, 2020
Location
Denver, CO, United States

Description

Lead Wealth Advisor, Denver

Fee-Only RIA

Inherit Clients from Retiring Advisor

 

Overview
Boutique Fee Only RIA seeks a Lead Advisor to inherit clients from a retiring partner. Manage relationships with existing high net worth clientele as well as source new prospective wealthy individuals and families from networking, centers of influence and referrals from existing clientele.

 

Highlights

  • The Firm has been growing at a significant rate, doubling AUM every 2.5 years
  • Opportunity to inherit existing clients and make an impact on the growth of the Firm
  • Strong culture of collaboration and integrity
  • Competitive base salary with profit and performance based bonuses
  • Clear track toward equity ownership

Requirements

  • Track record of independently sourcing new clientele
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