Boulder Wealth Advisor: Ownership & Equity Opportunity

Calqulate Metrics Ltd; Boulder (CO); Presencial; USD 150.000 - 250.000; Jornada completa

Descripción de la vacante

Calqulate Metrics Ltd is seeking a Senior Financial Wealth Advisor in Boulder, CO, with an established book of business around $1MM+ AUM. The role offers greater autonomy, ownership, and potential equity as the advisor contributes to the growth of the firm.

The ideal candidate will bring proven experience, be locally based in Boulder, and be prepared for a leadership role with increased influence over business operations and financial performance.

Formación

• Must be an experienced Wealth Advisor with a proven track record.
• Must have approximately $1MM+ in AUM to bring to the firm.
• Must currently be established in the Boulder, Colorado area.
• Local candidates only - relocation candidates will not be considered.

Descripción del empleo

Calqulate Metrics Ltd is seeking a Senior Financial Wealth Advisor in Boulder, CO, with an established book of business around $1MM+ AUM. The role offers greater autonomy, ownership, and potential equity as the advisor contributes to the growth of the firm.

The ideal candidate will bring proven experience, be locally based in Boulder, and be prepared for a leadership role with increased influence over business operations and financial performance.