Senior Wealth Advisor

Focusfinancialpartners

Denver, CO, United States
Base: $200k draw; commission: 20% net; benefits: c...
On-site
Develop client relationships
Consolidate assets and drive revenue
Network with partners
NorthCoast Asset Management is looking for a Senior Wealth Advisor to join our Denver office and inherit a book of high-net-worth clientele

Job Summary

  • NorthCoast Asset Management is looking for a Senior Wealth Advisor to join our Denver office and inherit a book of high-net-worth clientele.
  • The firm provides investment solutions for individuals, financial advisors, and institutions, believing a thoroughly researched and systematic investment process will outperform intuition over time.
  • The Senior Wealth Advisor is a commission-based role, with a $200k draw starting salary and a 20% net commission, plus potential for annual cash bonus and comprehensive benefits.

Matching Summary

NorthCoast Asset Management is looking for a Senior Wealth Advisor to join our Denver office and inherit a book of high-net-worth clientele.

Salary

Base: $200k draw; Commission: 20% net; Benefits: Comprehensive package

Skills & Requirements

Must-have

  • Develop client relationships
  • Consolidate assets and drive revenue
  • Network with partners
  • Follow leads and close clients
  • Coordinate client onboarding and support
  • Build review presentations and proposals
  • Maintain client communication

Nice-to-have

  • Positive attitude and high energy
  • Proactive communication and follow up

Key Requirements

  • Bachelor's Degree
  • 5+ years of experience
  • CFP or equivalent
  • Strong communication skills
  • Ability to learn and communicate market and investment product knowledge

Work Rights

Not specified

Tailored Resume

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