Senior Wealth Advisor & Sales Director

Stealth Wealth Management; Denver (CO); On-site; USD 100,000 - 175,000; Full time

Job summary

Stealth Wealth Management is seeking a Senior Advisor/Director of Sales to lead a high-performing team while personally developing a premium client book. This player-coach role blends leadership with active client acquisition, relationship management, and sophisticated wealth advisory.

You will manage a portfolio of high-net-worth clients, coach advisors on sales execution and client development, and collaborate with in-house marketing for growth initiatives.

Qualifications

• Active securities license required (Series 65/66).
• Proven personal sales success in wealth management or related services.
• Experience originating, developing and closing new client relationships.
• Experience serving high-net-worth individuals or comparable clients.
• Strong knowledge of investment allocation, financial planning, and tax-aware wealth strategies.
• Ability to discuss measurable production including new client relationships originated and closed.
• Relationship-management and consultative sales capabilities.
• On-site work capability in Denver Tech Center.

Responsibilities

• Develop and manage a personal book of high-net-worth clients.
• Lead and coach a team of financial advisors to drive production.
• Reinforce sales discipline and accountability using Salesforce.
• Collaborate with marketing on lead generation and events.
• Balance personal production with leadership responsibilities.

Skills

Series 65/66 license

Personal sales success

Originating new client relationships

High-net-worth client experience

Investment allocation knowledge

Tax-aware wealth strategies

Sales leadership coaching

Education

CFP designation

CFA designation

Tools

Salesforce

Job description

Stealth Wealth Management is seeking a Senior Advisor/Director of Sales to lead a high-performing team while personally developing a premium client book. This player-coach role blends leadership with active client acquisition, relationship management, and sophisticated wealth advisory.

You will manage a portfolio of high-net-worth clients, coach advisors on sales execution and client development, and collaborate with in-house marketing for growth initiatives.