Private Wealth Advisor

The Anderson Search Group · Denver, Colorado

FULL TIME

Job Description

Private Wealth Advisor - Denver, Colorado

The Anderson Search Group has been retained by a Colorado affiliate of an $90 billion+ financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's robust internal referral channels in the Denver market targeting high-net worth clients and prospects. This person will have access to the private bank, commercial and corporate bank clients - giving you access to 10+ bankers' existing clients. NO COLD CALLING! This role offers a generous base salary and uncapped incentive plan.

The Ideal Candidate Shall Possess

Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance

CFP preferred but not required

Proven ability to have built their own book of business to at least $40 million AUM in fee based business

Experience with high-net worth clients preferred

Experience with utilizing internal bank channels and partners preferred

The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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Company	The Anderson Search Group
Location	Denver, Colorado
Type	FULL TIME
Niche	Finance professionals

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Private Wealth Advisor

Job Description

CFP preferred but not required

Experience with high-net worth clients preferred