Unknown Company

Senior Wealth Advisor- Boulder, CO

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boulder, co • Posted 2 weeks ago
Remote Full Time Finance

Senior Wealth Advisor- Boulder, CO

37. Senior Wealth Advisor- Boulder, CO -Boulder, Colorado 80302 - DHIR -

JobNumber: 35343

Are you an accomplished Wealth Advisor ready to take greater ownership of your practice? This confidential opportunity is designed for an experienced Wealth Advisor with approximately $1 million+ in assets under management (AUM) who is seeking greater autonomy, flexibility, and growth potential.

The role offers remote, in-office, or hybrid flexibility, competitive, uncapped compensation, innovative resources, and potential firm equity. Ideal for an established advisor who wants more control over their practice and the opportunity to build long‑term value in what they have created.

Posted on: 09/03/2026

Pay$:

Category: Direct Hire

Senior Wealth Advisor- Boulder, CO Job Responsibilities

  • Manage and grow an established book of high-net-worth client relationships.
  • Serve as a trusted advisor by developing personalized wealth management and financial planning strategies.
  • Lead client meetings and proactively identify opportunities to address evolving client needs.
  • Monitor portfolios and provide investment recommendations aligned with client objectives and risk tolerance.
  • Build new business through referrals, professional relationships, networking, and existing client connections.
  • Identify opportunities to strengthen relationships and grow assets under management.
  • Collaborate with experienced professionals and utilize innovative planning and technology platforms to enhance the client experience.
  • Contribute to business growth, profitability, and the continued development of the practice.
  • Take an active role in shaping the business with the freedom to determine the approach that works best for you and your clients.

Senior Wealth Advisor- Boulder, CO Job Qualifications

  • Experienced Wealth Advisor with approximately $1 million+ in AUM.
  • Established book of business and strong client relationships.
  • Proven ability to grow and retain assets under management.
  • Strong business development and relationship-building skills.
  • Entrepreneurial mindset with a desire for greater independence.
  • Interest in building long-term equity and value in your practice.

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Senior Wealth Advisor- Boulder, CO in boulder at Unknown Company

This position is listed as full time and able to be worked remotely.

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