Sr. Wealth Advisor

Job Juncture; Boulder (CO); On-site; USD 150,000 - 280,000; Full time

Benefits offered by this job

Firm equity

Ownership and autonomy

Flexible work style

Job summary

Job Juncture in Boulder, CO is seeking an experienced Wealth Advisor with an established book of business, roughly $1MM+ in AUM, and a strong track record. This role emphasizes greater flexibility, autonomy, and potential for equity ownership and P&L control.

Ideal candidates are locally based in Boulder and ready to take an ownership stake in the business they have built, with opportunities for increased influence over operations and finances.

Qualifications

• Must be an experienced Wealth Advisor with a proven track record.
• Must have approximately $1MM+ in AUM to bring to the firm.
• Must currently be established in the Boulder, Colorado area.
• Local candidates only — relocation candidates will not be considered.

Skills

Wealth Advisor

Job description

• Seeking an experienced Wealth Advisor with an established book of business and approximately $1MM+ in Assets Under Management (AUM).
• Opportunity for an advisor who is ready for greater flexibility, autonomy, and ownership.
• Potential for firm equity and increased control over the P&L.
• Ideal opportunity for an advisor who wants to have greater ownership and control over the business they have built.

Compensation

• Compensation is based directly on the value of the AUM the advisor brings to the firm.
• Earning potential is tied to the advisor's established book of business and contribution to the firm.

Candidate Requirements

• Must be an experienced Wealth Advisor with a proven track record.
• Must have approximately $1MM+ in AUM to bring to the firm.
• Must currently be established in the Boulder, Colorado area.
• Local candidates only — relocation candidates will not be considered.

Ideal Candidate

• Successful advisor looking to take the next step toward greater independence and ownership.
• Values flexibility and increased influence over business operations and financial performance.
• Interested in building long-term equity and ownership in the business rather than simply managing a book of clients.

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