Wealth Advisor

Pay Range

This range is provided by Copper Leaf Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$80,000.00/yr - $/yr

Copper Leaf Financial is a leading Vermont‑based RIA, committed to exceeding our clients’ expectations and ensuring that our talented team has opportunities for development and balance. We are seeking an experienced Wealth Management professional to join our dedicated staff. An experienced Wealth Advisor serves as a strategic member of our collaborative and service‑oriented culture as a primary manager of our client relationships.

• Effectively communicates our investment philosophy, evidence‑based investing and comprehensive planning‑based wealth management.
• Strategically drives the wealth management process for clients through comprehensive financial planning with the support of our team, including review and evaluation of income, assets, tax exposure, investment portfolio, insurance and estate plan.
• Meet regularly with clients for ongoing plan review, updating current and future circumstances, needs and objectives and reviewing investment performance.
• Develop a personal Investment Policy Statement and holistic strategy for each client and implement, monitor and maintain client’s portfolio accordingly.
• Comply with requirements and professional practices associated with investment advisory in an RIA firm.
• Manage business development pipeline for new opportunities from existing clients.
• Actively pursue new business relationships, community involvement and professional centers of influence.
• Comfort with exploring technology that is on the forefront of the wealth advisement service industry.

Qualifications include proven ability to cultivate strong relationships with HNW clients, prospects and business partners in a fee‑only wealth management role. Several years of experience in the financial services industry with progressive relationship management and business development experience. Vermont residents with CFP designations are preferred. Candidates ideally possess experience with major CRM platforms and custodians including Schwab, Fidelity and TDA. All candidates must possess a clean U‑4.

• The base salary range for this position is $80,000 to 140,000 annually. This position is bonus eligible and official offers depend on factors such as experience, education and skills deemed transferable to this position and our Firm.

Not specified in the provided description.

Interested candidates are to send a cover letter and resume to

Copper Leaf Financial, LLC does not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non‑merit factor.

Mid‑Senior level

Full‑time

Finance and Sales