Wealth Advisor: Mentorship Path to CFP & Planning

A growing independent, fiduciary wealth management firm in the Denver Metropolitan Area is seeking a relationship-driven Financial Advisor to join its Lead Advisor development track. This is an exceptional opportunity for an advisor with two or more years of experience who is ready to grow within a collaborative, planning-focused environment built on mentorship, deep client relationships, and long-term career development.

The firm operates with a highly client-centric philosophy and provides advisors with a structured support system, established operational infrastructure, and access to qualified prospective client opportunities as advisors progress through training milestones. Advisors work closely with senior team members while continuing to build expertise across comprehensive retirement planning, investment management, tax strategy, healthcare planning, and legacy planning.

This is an ideal position for someone who thrives in a relationship-focused environment, values long-term client engagement, and wants a proven system—rather than a cold-prospecting model.

The Financial Advisor will work directly with individuals and families to develop and implement personalized financial strategies tailored to retirement readiness, investment objectives, tax considerations, risk management, and long-term financial goals. This individual will serve as a trusted advisor to clients while collaborating with senior advisors, operations professionals, and planning teams to deliver a seamless, exceptional client experience.

Leads: Firm-generated qualified leads provided once training milestones are met—no cold prospecting required

Development: Financial sponsorship toward CFP® certification (if needed)

• Conduct thorough discovery meetings to understand clients’ financial goals, risk tolerance, retirement timeline, and concerns
• Analyze clients’ complete financial picture including income, expenses, assets, liabilities, insurance, and estate considerations
• Build rapport and trust through genuine, relationship-first interactions

• Guide clients through a structured five-pillar planning process: income design, investment strategy, tax mitigation, healthcare planning, and legacy planning
• Develop personalized financial plans based on each client’s short- and long-term goals
• Recommend appropriate investment strategies and asset allocation aligned with client risk profiles
• Help clients budget, manage debt, and plan proactively for major financial milestones
• Recommend investment products such as stocks, bonds, mutual funds, and ETFs aligned with client goals
• Assist with portfolio construction, asset allocation discussions, and ongoing investment strategy implementation
• Monitor accounts and coordinate with internal operations to ensure accurate execution of planning recommendations

• Advise clients on retirement account strategies (401(k), IRA, Roth, etc.) and distribution planning
• Support retirement income planning, including Social Security optimization, distribution sequencing, and long-term sustainability analysis
• Design personalized retirement income strategies that allow clients to maintain their lifestyle through retirement
• Work with clients to optimize their tax situation through tax-advantaged accounts, tax-deferred growth, and strategic planning
• Coordinate with tax professionals to implement tax‑efficient investment and withdrawal strategies
• Assist clients with estate planning considerations including beneficiary designations, legacy goals, and coordination with estate professionals

• Assess clients’ insurance needs including life, health, disability, and long‑term care coverage
• Recommend appropriate protection strategies to mitigate financial risk in alignment with the overall plan

• Build and maintain deep, long-term relationships centered on trust, proactive communication, and consistent follow-through
• Conduct regular review meetings and check-ins to keep financial plans current as client circumstances evolve
• Maintain a client-first mindset in every…