Lead Wealth Advisor, Denver

Lead Wealth Advisor, Denver

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


Lead Wealth Advisor, Denver

Fee-Only RIA

Inherit Clients from Retiring Advisor


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.



  • 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


  • Track record of independently sourcing new clientele
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