Senior Wealth Advisor

Senior Wealth Advisor

Recruiting Partner: Trish Boyd

Denver, Colorado | Accounting & Finance | Work from home flexibility | $175,000 to $600,000 | Job ID: 177906

Job Summary

Independent Financial Advisor

A true ownership path for advisors who want autonomy, flexibility, and long-term enterprise value.

Role Overview

This model is for entrepreneurial advisors who want full control of their practice while leveraging a nationally recognized wealth management platform. Advisors operate as independent business owners with complete authority over branding, staffing, expenses, and client experience.

Key Responsibilities

• Lead and grow an independent advisory practice with full decision-making authority.
• Deliver goals-based financial planning and sophisticated wealth strategies to HNW households.
• Build your client base through referrals, COIs, digital marketing, and local market presence.
• Manage your own P&L, staffing, and long-term business strategy.
• Create equity value through ownership of your practice.

Compensation

Earnings vary based on production. Typical advisor earnings range from $150,000 – $600,000+, with top producers exceeding $1M.

Payouts generally fall between the low 70s and low 90s, depending on production tier.

Support & Resources Provided

• Competitive payouts typically ranging from the low 70s to low 90s, depending on production.
• Multiple bonus and transition programs designed to support onboarding and early growth.
• A modern technology stack built for efficient planning and client management.
• National marketing resources and client acquisition tools.
• Access to advisor communities, mentorship, and leadership development.

Ideal Candidate

• 5+ years of advisory experience with a transferable book.
• Entrepreneurial mindset with a desire for autonomy and ownership.
• Strong planning orientation and proven ability to manage HNW relationships.
• Clean compliance record and commitment to fiduciary-minded advice.