Sr. Wealth Advisor

Software Placement Group, SPG; Boulder (CO); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Firm equity potential

Ownership opportunities

Job summary

Software Placement Group (SPG) in Boulder, CO seeks a Senior Wealth Advisor to join its wealth management team. The role offers autonomy, flexibility, and potential for long-term equity ownership.

You will bring and manage an established book of business (approximately $1MM+ AUM), contribute to growth, and gain greater ownership over operations and P&L. Local candidates only; relocation is not considered.

Qualifications

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

Responsibilities

• Bring and manage an established book of business with approximately $1MM+ in Assets Under Management (AUM)
• Contribute to the firm's overall growth and financial performance
• Take on greater ownership and influence over business operations and the P&L
• Build toward long-term equity and ownership within the firm

Skills

Wealth advisor experience

Job description

Location: Boulder, CO | Schedule: Full-time, on-site | Compensation: Based directly on the value of AUM the advisor brings to the firm

Overview

An established wealth management firm is seeking a Senior Wealth Advisor to join its team with greater flexibility, autonomy, and long-term ownership potential. This is an opportunity for a proven advisor to bring their established book of business into a firm structure that offers increased control over operations and financial performance, along with the potential for firm equity.

What you'll do

• Bring and manage an established book of business with approximately $1MM+ in Assets Under Management (AUM)
• Contribute to the firm's overall growth and financial performance
• Take on greater ownership and influence over business operations and the P&L
• Build toward long-term equity and ownership within the firm

Required qualifications

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

Preferred qualifications

• Ideally seeking greater independence and ownership in their next career step
• Values flexibility and increased influence over business operations and financial performance
• Interested in building long-term equity rather than simply managing a book of clients

Compensation and benefits

• Compensation is based directly on the value of the AUM the advisor brings to the firm
• Earning potential tied to the advisor's established book of business and contribution to the firm
• Potential for firm equity and increased control over the P&L

Why this role

This role offers an experienced advisor the chance to gain greater autonomy, ownership, and equity potential while building on an already established book of business.