Lead Advisor

Our client is a multi generational wealth management practice. They provide integrated financial planning for over 500 high net worth clients nationwide.

They are currently seeking a Lead Advisor to support the firm.

Responsibilities

• Conduct client meetings in Vail, CO to gain insights and provide guidance on client financial needs
• Implement our client service model effectively to enhance client experience in the Vail area
• Manage primary client relationships and advisory responsibilities for a dedicated group of clients in Vail, CO
• Devote 25-30% of your time to generating new business and referrals within the Vail community
• Participate actively in key operational and strategic planning teams in Vail, CO
• Demonstrate a successful track record of client retention and the ability to grow a client portfolio in the Vail region
• Utilize and expand an existing network of referrals specific to the Vail, CO area

Qualifications

• The ideal candidate for the position in Vail, CO, US should have 1-5 years of previous work experience in the financial services industry, with a preference for client-facing roles
• A BA/BS Degree is required for this position, with a strong preference for a background in Finance
• Preferred qualifications include CFP, CFA, or MBA certifications
• Series 7/63 & life and health certifications are required within 6 months of employment
• The candidate must possess a strong understanding of investments, financial planning, and general finance knowledge
• Being a good relationship builder is a key requirement for this role
• Upholding high ethical standards and a commitment to compliance with regulatory requirements is essential
• The ability to communicate complex financial information clearly and effectively to clients is a crucial skill for this position

Compensation

• $100,000 - $250,000