Sr. Wealth Advisor

Keystone Distinction Group; Boulder (CO); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Keystone Distinction Group is seeking a Senior Financial Wealth Advisor in Boulder, CO with an established client book (~$1MM+ AUM). The role offers flexibility, autonomy, and potential equity/ownership in the firm. Local candidates only, relocation not considered.

The compensation is tied to the value of the AUM you bring. Ideal candidates are experienced wealth advisors looking to increase independence and influence over business operations and financial performance, with a track record of

Qualifications

• Proven track record as an experienced Wealth Advisor.
• Ability to bring and manage a ~1MM+ AUM book.
• Based in Boulder, Colorado; local candidates preferred.

Skills

Wealth management

Client relationship management

Business development

Education

CFP certification

Tools

CRM software

Financial planning software

Job description

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.