Senior Wealth Advisor & Sales Leader

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

Job summary

Stealth Wealth Management in Denver seeks a Senior Advisor/ Director of Sales to lead a high‑performing team while personally developing a select book of private clients. This player‑coach role blends leadership with hands‑on client development, coaching peers, and driving revenue through strategic relationship management and sophisticated wealth strategies.

You will collaborate with in‑house marketing, leverage Salesforce for pipeline discipline, and maintain a personal standard of measurable

Qualifications

• Active Series 65 or 66 license.
• Proven track record of personal sales success in wealth management.
• Experience originating, developing, and closing new client relationships.
• Experience with high‑net‑worth clients or business owners.
• Strong knowledge of investment allocation, financial planning, and tax‑aware wealth strategies.
• Ability to discuss measurable production (new clients originated/closed, avg client size, performance vs goals).

Responsibilities

• Develop new relationships with high‑net‑worth individuals and business owners.
• Manage the full business‑development process from prospecting to closing and ongoing management.
• Collaborate with in‑house marketing on events and lead generation.
• Coach advisors on sales execution and client development.
• Lead by example with personal production and clear accountability.

Skills

Series 65/66 license

Proven sales success

Originating client relationships

Relationship‑management

Salesforce usage

Education

CFP or CFA designation

Tools

Salesforce

Job description

Stealth Wealth Management in Denver seeks a Senior Advisor/ Director of Sales to lead a high‑performing team while personally developing a select book of private clients. This player‑coach role blends leadership with hands‑on client development, coaching peers, and driving revenue through strategic relationship management and sophisticated wealth strategies.

You will collaborate with in‑house marketing, leverage Salesforce for pipeline discipline, and maintain a personal standard of measurable