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