Senior Financial Advisor

Location: Metro Denver, CO

Position Description: 

Our Global Investment Management Firm client is expanding.  They are looking for a couple of experienced Senior Financial Advisors with a strong track record to join their team at their Denver office.  Our client provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. They are distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. Their integrated approach allows the firm to tailor each client’s portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on their deep research expertise across asset classes and geographies.

 

Key goals and objectives include but are not limited to:

 

The Financial Advisor (“Advisor” or “FA”) is a critical member of the Team and is the firm’s face to the market. The principal role of the FA is to constantly develop new clients and raise assets for the firm, and maintain a close, ongoing relationship with their existing base of clients.

 

  • Is a professional with at least 7 years of work experience.

  • Is energetic and an entrepreneurial business builder, who thrives and excels in a competitive marketplace, and is a proven asset gatherer. (goals for AUM per year?) book?

  • Has an existing network and demonstrates the ability to continue to grow and recreate networks both professionally and personally.

  • Is a natural connector, and is actively involved in his/her community.

  • Demonstrates the ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors.

  • Is not intimidated by significant wealth and welcomes the opportunity to be around these individuals.

  • Has provided advice to clients before, and is viewed by clients as a trusted advisor, not only with financial decisions but for important life and business decisions.

  • Is trustworthy and has personal integrity that is beyond reproach.

  • Is extraordinarily driven and demonstrates a record of success.

  • Sees the world through the lens of opportunity, not obstacles. He/she values professional success as much as financial success. Is competitive, and internally motivated.

  • Is intellectually curious and has a passion and true interest in the capital markets.

  • He/she is compelling and a credible professional who communicates complex financial matters with clarity.

  • Is an excellent communicator and has tremendous interpersonal skills; he/she has personal presence and exceptional formal and informal presentations skills.

  • He/she has strong practice management skills, and brings a disciplined and organized process which is applied consistently to their practice.

  • Is relentless, working tirelessly on clients’ behalf, going the “extra mile” to assure clients’ needs are met.

  • Demonstrates a willingness to learn, is attentive to details, and has the capacity to use critical thinking to solve problems.

  • In addition to demonstrating professional achievement, strong

Required Qualifications: 

  • Requires a minimum of 7 years overall financial advising experience

  • Bachelor’s Degree required 

  • Certified Financial Planner preferred 

  • Series 7 and 66 preferred, sponsorship available

 

 

Qualified and interested candidates should contact Tim Pendergast, Founder and CEO at 303-792-2989 or by email timp@ctisearch.com  

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