Senior Wealth Advisor - Ultra High Net Worth

Overview: Uncompromisingly independent employee owned 9B AUM Multi-Family Office seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high net worth individuals and families in Denver (5M-500M+ Level Clientele). Clear track to equity. Highlights Lead and manage relationships with high-net-worth and ultra-high-net-worth clients, while driving growth in the Denver market (300M+ AUM) Cutting edge, holistic private wealth services for high-net-worth individuals and families with 5-50M of investable assets Comprehensive Family Office services support families with $50M–$500M+ balance sheets, including bill pay, concierge, aviation, lifestyle management, philanthropic advisory and in-house trust & estate and tax expertise Institutional-quality investment platform with liquid and illiquid alternatives Collaborative, entrepreneurial, client-centric culture with strong operational infrastructure Compensation Parameters The firm is highly profitable, committed to long-term independence, and to expanding ownership participation across employees Meaningful equity opportunities available at a firm in which more than 1/3 of employees own dividend-paying true equity Compensation package includes commensurate guaranteed compensation ($200,000+), sign-on bonuses, and equity participation well above market standards Potential for equity to be granted at a discounted internal valuation, creating the potential for an immediate and meaningful increase in net worth Hybrid, 3 days a week in office, excellent benefits2038