Senior Wealth Advisor - Equity & Autonomy in Boulder

Software Placement Group, SPG; Boulder (CO); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Firm equity potential

Ownership opportunities

Job summary

Software Placement Group (SPG) in Boulder, CO seeks a Senior Wealth Advisor to join its wealth management team. The role offers autonomy, flexibility, and potential for long-term equity ownership.

You will bring and manage an established book of business (approximately $1MM+ AUM), contribute to growth, and gain greater ownership over operations and P&L. Local candidates only; relocation is not considered.

Qualifications

• Experienced Wealth Advisor with a proven track record.
• Approximately $1MM+ in AUM to bring to the firm.
• Currently established in the Boulder, Colorado area.
• Local candidates only; relocation candidates will not be considered.

Responsibilities

• Bring and manage an established book of business with approximately $1MM+ in Assets Under Management (AUM)
• Contribute to the firm's overall growth and financial performance
• Take on greater ownership and influence over business operations and the P&L
• Build toward long-term equity and ownership within the firm

Skills

Wealth advisor experience

Job description

Software Placement Group (SPG) in Boulder, CO seeks a Senior Wealth Advisor to join its wealth management team. The role offers autonomy, flexibility, and potential for long-term equity ownership.

You will bring and manage an established book of business (approximately $1MM+ AUM), contribute to growth, and gain greater ownership over operations and P&L. Local candidates only; relocation is not considered.