Financial Advisor

Radium Search; Denver (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

Radium Search is partnering with a Denver wealth management firm to recruit CFP® professionals who want to focus on giving advice rather than prospecting. You’ll join an advisor-centric model where central teams handle marketing, business development, planning, and client service to support you.

In this role, you’ll advise individuals and families through financial planning, and attend client meetings. You’ll work within a proven system with strong central support across offices.

Qualifications

• Experience advising individuals and families.
• Motivation from planning and client outcomes, not prospecting.
• Enjoy working within a proven system with central support.

Responsibilities

• Advise individuals and families through financial planning and client meetings.
• Meet new prospects booked for you by a central business development team that makes hundreds of calls a day and books hundreds of meetings a week.
• Draw on central planning, investment and client service teams that support every advisor.

Skills

Advising clients

Planning outcomes

Team collaboration

Job description

A wealth management firm is hiring CFP® professionals in Denver who want to spend their time advising clients, not prospecting. Radium Search is working directly with the firm on the search.

About the firm

The firm oversees billions of dollars in client assets across multiple offices, with an advisor-centric model. Marketing, business development, financial planning, investment management and client service are all run centrally, through a repeatable system used in every office, so CFP® professionals spend their time giving advice.

The role

• Advise individuals and families through financial planning and client meetings
• Meet new prospects booked for you by a central business development team that makes hundreds of calls a day and books hundreds of meetings a week
• Draw on central planning, investment and client service teams that support every advisor

Why advisors join

• New prospects are booked for you, so you grow without building a book from scratch
• Strong client demand: gross organic flows were more than $1 billion last year
• A proven, repeatable system and central support in every office

What you bring

• Experience advising individuals and families
• Motivation from planning and client outcomes, rather than prospecting
• A strong team mindset, and enjoyment of working within a proven system
• Based in, or willing to work in, the Denver area