Senior Wealth Advisor- Boulder, CO

Premier Employment Solutions; Boulder (CO); Hybrid; USD 120,000 - 200,000; Full time

Benefits offered by this job

Equity potential

Uncapped compensation

Job summary

Premier Employment Solutions is seeking a Senior Wealth Advisor for Boulder, CO to partner with an established client base and take ownership of growing an existing practice.

You will work with high-net-worth clients, manage ~1M+ AUM, and enjoy remote, in-office, or hybrid flexibility, uncapped compensation, and potential equity.

Qualifications

• Approximately $1 million+ in assets under management (AUM).
• Established book of business with strong client relationships.
• Entrepreneurial mindset with desire for independence.

Responsibilities

• Manage and grow an established book of high-net-worth client relationships.
• Develop personalized wealth management and financial planning strategies.
• Lead client meetings and identify opportunities to address evolving client needs.
• Monitor portfolios and provide investment recommendations aligned with client objectives and risk tolerance.
• Build new business through referrals and professional networks.
• Collaborate with professionals to enhance the client experience.
• Contribute to business growth and development of the practice.
• Shape the business with autonomy to determine the approach that works best for you and your clients.

Skills

AUM 1M+

Client relationships

Business development

Independent mindset

Job description

Senior Wealth Advisor- Boulder, CO

37. Senior Wealth Advisor- Boulder, CO -Boulder, Colorado 80302 - DHIR -

JobNumber: 35343

Are you an accomplished Wealth Advisor ready to take greater ownership of your practice? This confidential opportunity is designed for an experienced Wealth Advisor with approximately $1 million+ in assets under management (AUM) who is seeking greater autonomy, flexibility, and growth potential.

The role offers remote, in-office, or hybrid flexibility, competitive, uncapped compensation, innovative resources, and potential firm equity. Ideal for an established advisor who wants more control over their practice and the opportunity to build long‑term value in what they have created.

Posted on: 09/03/2026

Pay$:

Category: Direct Hire

Senior Wealth Advisor- Boulder, CO Job Responsibilities

• Manage and grow an established book of high-net-worth client relationships.
• Serve as a trusted advisor by developing personalized wealth management and financial planning strategies.
• Lead client meetings and proactively identify opportunities to address evolving client needs.
• Monitor portfolios and provide investment recommendations aligned with client objectives and risk tolerance.
• Build new business through referrals, professional relationships, networking, and existing client connections.
• Identify opportunities to strengthen relationships and grow assets under management.
• Collaborate with experienced professionals and utilize innovative planning and technology platforms to enhance the client experience.
• Contribute to business growth, profitability, and the continued development of the practice.
• Take an active role in shaping the business with the freedom to determine the approach that works best for you and your clients.

Senior Wealth Advisor- Boulder, CO Job Qualifications

• Experienced Wealth Advisor with approximately $1 million+ in AUM.
• Established book of business and strong client relationships.
• Proven ability to grow and retain assets under management.
• Strong business development and relationship-building skills.
• Entrepreneurial mindset with a desire for greater independence.
• Interest in building long-term equity and value in your practice.

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