Senior Wealth Advisor

Senior Wealth Advisor – Partnership & Succession Opportunity Overview

We are seeking an established Wealth Advisor who is interested in joining a growing, planning-focused wealth management firm in the Denver market. This opportunity is ideal for an advisor with an existing client base who wants to leverage a stronger platform, enhanced resources, succession planning support, and a collaborative team environment to better serve clients and accelerate growth.

The firm provides comprehensive financial planning, investment management, operations support, and institutional resources that allow advisors to spend more time focusing on client relationships and business development.

We're interested in speaking with advisors who have built strong, long-term client relationships and are seeking a long‑term partnership opportunity rather than operating as a standalone practice.

• An established, portable book of business generating approximately $250,000–$500,000+ in recurring annual revenue
• A predominantly fee-based practice
• A history of strong client retention and relationship management
• A clean compliance record
• Experience serving mass affluent and high-net-worth households
• A planning-centric approach to wealth management

• Average client household assets generally ranging from $500,000 to $2 million+
• Relationship-driven client base with strong advisor loyalty
• Limited concentration in small transactional accounts
• Demonstrated ability to grow and retain client relationships

• Holistic financial planning mindset
• Focus on long-term wealth management rather than transaction-based business
• Interest in leveraging centralized planning, investment, and operational resources
• Growth-oriented approach to serving clients and expanding relationships

• Collaborative and team-oriented
• Open to shared branding and firm infrastructure
• Interested in long-term partnership and succession planning opportunities
• Committed to delivering a high-quality client experience

• Access to a sophisticated wealth management platform
• Dedicated financial planning and investment support
• Operational and administrative infrastructure
• Succession planning and continuity resources
• A collaborative team environment focused on growth
• The ability to focus more time on clients and less time on operational responsibilities

The preferred candidate will be based in the Denver metropolitan area. Advisors located in surrounding Colorado markets may also be considered if they have an established Denver-area client base or are open to relocating.

We know many candidates are frustrated by automated application systems and AI-driven screening tools. That's not how we operate. Every resume submitted is reviewed by a real person. Qualified candidates can expect direct communication and the opportunity to have a meaningful conversation about their background, goals, and practice. We believe exceptional advisors deserve a thoughtful, human-centered hiring process—not an algorithm. If your experience aligns with what we're seeking, we'll reach out to schedule a confidential discussion.

All conversations will be handled with the utmost discretion and confidentiality. Please apply now with your updated resume. We are looking forward to connecting with you!