Financial Advisor

An established and growing wealth management firm is seeking a planning-oriented Financial Advisor to join their Colorado team! This opportunity is ideal for an advisor who values holistic wealth management, collaboration, and long-term partnership over transactional business models.

About the Role

The Financial Advisor will serve individuals, families, institutions, and business owners by delivering comprehensive, fiduciary-based financial planning and investment solutions. The firm provides a robust platform of planning, investment, and operational resources designed to support advisors who want to grow and scale their practice within a team-oriented environment.

This role is also ideal for advisors who are considering an exit strategy or succession plan. The firm provides a thoughtful process to transition a portable book of business while ensuring continuity of service for clients and honoring the retiring advisor’s legacy.

Advisors in this role benefit from support through the broader ecosystem — including planning resources, investment infrastructure, CPA alliance relationships, and collaborative growth initiatives — designed to help deepen and expand client relationships over time.

Ideal Candidate Profile

• Planning-oriented advisor with a holistic wealth management mindset
• Growth-focused approach rather than a lifestyle practice
• Interest in leveraging firm resources across planning, investments, and operations
• Collaborative and team-oriented professional
• Comfortable with shared branding and firm infrastructure
• Interested in succession planning and long-term partnership opportunities
• Must have a portable book of business
• Local to the state of Colorado

Qualifications

• 5+ years of experience as a lead Financial Advisor
• Strong understanding of fiduciary standards and comprehensive planning
• Experience serving high-net-worth individuals and business owners
• Series 65 licenses and/or CFP® designation (or willingness to obtain)

What the Firm Offers

• Established, well-resourced wealth management platform
• Office provided with a focus on maintaining a healthy work-life balance.
• Collaborative culture with centralized planning and investment support
• Long-term growth and partnership opportunities
• Competitive compensation structure (details discussed during the process)
• Flexible employment structure with W-2 or 1099 options, including full benefits

Apply now to be considered for this opportunity. Please submit your most up-to-date resume, and a member of our team will follow up with a phone call or email to discuss the role in more detail.