Sr. Wealth Advisor King Recruiting Services

KingRecruitingServices; Boulder (CO); Hybrid; USD 150,000 - 350,000; Full time

Job summary

KingRecruitingServices in Boulder, CO is seeking a Senior Financial Wealth Advisor with an established book of business to join our growing practice. You bring approximately $1MM+ in assets under management and a proven track record of delivering client-focused wealth strategies.\n\nThis role offers greater flexibility, autonomy, and potential for firm equity and ownership of the P&L. Local candidates only; relocation candidates will not be considered.

Qualifications

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

Responsibilities

• Own and grow the advisor’s business with greater independence and ownership.
• Collaborate on P&L and asset management strategy to increase firm equity.

Job description

Location: Boulder, CO

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.