About this opportunity
New Day Executive Search lists this Senior Wealth Advisor opportunity in denver, Colorado. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor
This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities to help advisors serve their clients and run a thriving business. They give advisors the freedom, guidance, and end-to-end support to run their practice their way - helping the advisor to grow, while developing deeper relationships with clients.
Qualifications & Experience
5+ years of experience in investment advisory or wealth management
Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM)
Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent)
Strong client-facing presence with the ability to manage complex financial relationships independently
Entrepreneurial mindset with enthusiasm for Ameriprise and technology-enabled advisory models
Ability to thrive in a fast-paced, high-growth environment with evolving priorities
Responsibilities
Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships
Grow assets under management by onboarding a transferable book of business, expanding existing business, and cultivating new client opportunities
Deliver holistic financial planning
Support training initiatives and help scale best practices across the advisory organization
Compensation & Benefits
Highly competitive compensation structure
Performance-based payout up to 57% of Gross Dealer Concession (GDC)
Initial fixed payouts for a guaranteed term are based on multiple factors
Additional compensation and bonus opportunities may be available
Office space in branch location
CFP certification support
Worksite address
denver, CO, 80285, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.