Wealth Advisor: Equity & Autonomy with $1M AUM
job junctureBoulder, CO
Wealth Advisor: Equity & Autonomy with $1M AUM
job junctureBoulder, CO
yesterday
Occupations
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Job Juncture in Boulder, CO is seeking an experienced Wealth Advisor with an established book of business, roughly $1MM+ in AUM, and a strong track record. This role emphasizes greater flexibility, autonomy, and potential for equity ownership and P&L control.
Ideal candidates are locally based in Boulder and ready to take an ownership stake in the business they have built, with opportunities for increased influence over operations and finances.
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JOB OVERVIEW
Experience level
Senior
Location
Boulder, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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