Wealth Advisor: Equity & Autonomy with $1M AUM

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

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.