Harrison Gray has partnered with one of Colorado’s growing Private Wealth Management firms. They specialize in fee-based discretionary asset management for individuals and families. This firm customizes portfolios based on their client’s financial goals and work closely with the client, their tax advisors, and their estate attorneys to form a comprehensive view of their financial situation.

Our ideal candidate has 7-10 years of Financial Advisor experience and is looking for opportunities to grow within a company. 

The Financial Advisor is a critical member of our client’s management team. The principal role of the advisor is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence. Advisors are also responsible for maintaining close, ongoing relationships with their existing clients.

Key Qualifications

• Existing book of business
• Entrepreneurial spirit
• Structure and discipline 
• Existing network that can continuously be expanded and cultivated within the community 
• Intellectual curiosity
• Drive for success
• Strong community involvement 
• CFP, or advanced designations, and Series 63, 65, or 66
• Comfortable interacting with individuals of significant wealth
• Effective communication skills (written and verbal)
• Proven ability to quickly build trust and credibility

Tech Stack of Firm & Custodian

• Portfolio Management - Tamarac
• Financial Planning - Moneyguide Elite
• CRM - Tamarac CRM
• Custodian - Charles Schwab

Benefits

• 401k with discretionary match
• Medical insurance
• 3 weeks PTO
• Work from home Fridays
• Competitive Payouts