Sr. Wealth Advisor

Calqulate Metrics Ltd; Boulder (CO); Presencial; USD 150.000 - 250.000; Jornada completa

Descripción de la vacante

Calqulate Metrics Ltd is seeking a Senior Financial Wealth Advisor in Boulder, CO, with an established book of business around $1MM+ AUM. The role offers greater autonomy, ownership, and potential equity as the advisor contributes to the growth of the firm.

The ideal candidate will bring proven experience, be locally based in Boulder, and be prepared for a leadership role with increased influence over business operations and financial performance.

Formación

• 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.

Descripción del empleo

Senior Financial Wealth Advisor

Opportunity

• 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.