Senior Wealth Advisor: Equity, Autonomy & Ownership

KingRecruitingServices; Boulder (CO); Hybrid; USD 150,000 - 350,000; Full time

Job summary

KingRecruitingServices in Boulder, CO is seeking a Senior Financial Wealth Advisor with an established book of business to join our growing practice. You bring approximately $1MM+ in assets under management and a proven track record of delivering client-focused wealth strategies.\n\nThis role offers greater flexibility, autonomy, and potential for firm equity and ownership of the P&L. Local candidates only; relocation candidates will not be considered.

Qualifications

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

Responsibilities

• Own and grow the advisor’s business with greater independence and ownership.
• Collaborate on P&L and asset management strategy to increase firm equity.

Job description

KingRecruitingServices in Boulder, CO is seeking a Senior Financial Wealth Advisor with an established book of business to join our growing practice. You bring approximately $1MM+ in assets under management and a proven track record of delivering client-focused wealth strategies.\n\nThis role offers greater flexibility, autonomy, and potential for firm equity and ownership of the P&L. Local candidates only; relocation candidates will not be considered.