Senior Wealth Advisor — Equity & Autonomy (Boulder)

Keystone Distinction Group; Boulder (CO); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Keystone Distinction Group is seeking a Senior Financial Wealth Advisor in Boulder, CO with an established client book (~$1MM+ AUM). The role offers flexibility, autonomy, and potential equity/ownership in the firm. Local candidates only, relocation not considered.

The compensation is tied to the value of the AUM you bring. Ideal candidates are experienced wealth advisors looking to increase independence and influence over business operations and financial performance, with a track record of

Qualifications

• Proven track record as an experienced Wealth Advisor.
• Ability to bring and manage a ~1MM+ AUM book.
• Based in Boulder, Colorado; local candidates preferred.

Skills

Wealth management

Client relationship management

Business development

Education

CFP certification

Tools

CRM software

Financial planning software

Job description

Keystone Distinction Group is seeking a Senior Financial Wealth Advisor in Boulder, CO with an established client book (~$1MM+ AUM). The role offers flexibility, autonomy, and potential equity/ownership in the firm. Local candidates only, relocation not considered.

The compensation is tied to the value of the AUM you bring. Ideal candidates are experienced wealth advisors looking to increase independence and influence over business operations and financial performance, with a track record of