Sr. Financial Advisor

Job Description

Job Description

Wealth Manager / Financial Advisor

Colorado Springs, CO

About the Opportunity

A respected, fee-only wealth management practice in Colorado Springs is seeking an experienced Financial Advisor to join the firm as part of a long-term succession plan.

The practice has been acquired by a national firm and along with its founder is seeking a successor who can work alongside her, earn clients' trust, contribute to growth, and ultimately assume a leadership role over a planned 3–5 year transition. The Colorado Springs firm serves approximately 57 high-net-worth households representing $136M in assets under management.

This is a unique opportunity to combine the culture and autonomy of a boutique advisory practice with the resources of a larger national wealth management platform.

Responsibilities

• Build trusted relationships with high-net-worth clients and their families.
• Participate in financial planning, investment reviews, and client meetings.
• Develop comprehensive financial plans, including retirement, tax, estate, and wealth transfer planning.
• Support and grow existing client relationships.
• Contribute to business development efforts and attract new clients.
• Work closely with the founder on client transition and succession planning.

Qualifications

• CFP® designation or active pursuit strongly preferred.
• 7+ years of wealth management or financial planning experience.
• Experience serving affluent and high-net-worth clients.
• Strong relationship management and business development skills.
• Existing book of business is a plus, but not required.
• EA, CPA, or strong tax planning experience is highly desirable.
• Familiarity with fee-only fiduciary advice preferred.
• Must be based in or willing to relocate to Colorado Springs.

Why This Opportunity?

• Defined succession opportunity with an established founder.
• $136M AUM and a highly loyal client base.
• Strong emphasis on comprehensive planning and tax strategy.
• Opportunity to grow into a leadership role.
• Potential future partnership and ownership path.
• Entrepreneurial environment with significant long-term upside.

Compensation

• Competitive base salary plus bonus opportunities.
• Additional compensation for candidates bringing existing client relationships.
• Long-term revenue-sharing and leadership potential as responsibilities increase.
• Comprehensive benefits package.

This role is ideal for an advisor who wants more than just a job—someone who is excited by the opportunity to build relationships, grow a business, and ultimately help lead an established Colorado Springs wealth management practice into its next chapter.