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
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
