About this opportunity
CFP® Advisor, Denver, Colorado
A wealth management firm is hiring CFP® professionals in Denver who want to spend their time advising clients, not prospecting. Radium Search is working directly with the firm on the search.
About the firm
The firm oversees billions of dollars in client assets across multiple offices, with an advisor-centric model. Marketing, business development, financial planning, investment management and client service are all run centrally, through a repeatable system used in every office, so CFP® professionals spend their time giving advice.
The role
- Advise individuals and families through financial planning and client meetings
- Meet new prospects booked for you by a central business development team that makes hundreds of calls a day and books hundreds of meetings a week
- Draw on central planning, investment and client service teams that support every advisor
Why advisors join
- New prospects are booked for you, so you grow without building a book from scratch
- Strong client demand: gross organic flows were more than $1 billion last year
- A proven, repeatable system and central support in every office
What you bring
- CFP® designation
- Experience advising individuals and families
- Motivation from planning and client outcomes, rather than prospecting
- A strong team mindset, and enjoyment of working within a proven system
- Based in, or willing to work in, the Denver area
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About the employer
Radium Search
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