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Wealth Management Advisor

The Well

Compensation: 150k-200k base + Performance Bonus + New Business Incentive (10-25%) Our client - a growing, faith-driven family office based in the Golden, CO area - is adding a Wealth Advisor to their team. This firm serves a select group of entrepreneurs, business owners, and multi-generational families with an average net worth north of $40 million, delivering integrated planning across investments, tax strategy, estate planning, philanthropy, and family governance. This isn't a production-driven sales seat - it's an opportunity to become a trusted, long-term advisor to extraordinary families, working inside a values-led, endowment-style investment philosophy rather than a trade-driven one. Why this role? Step into an established book. You won't be asked to build a client base from scratch - you'll inherit relationships and go deep, not wide. Work alongside firm leadership. Close, hands-on collaboration with the founder and a tight-knit, high-trust team. Be the quarterback. Coordinate investments, tax, estate, and philanthropic planning for each family, partnering with their outside CPAs and attorneys. Join a genuinely values-first culture. Faith-forward, relationship-driven, and refreshingly not about beating a benchmark. Enjoy real balance. A team culture where most people are done by early afternoon on Fridays. Live and work in one of Colorado's best locations. Golden offers immediate access to hiking, mountain biking, whitewater, and Red Rocks - a huge draw for outdoor-minded candidates. What you bring: 3+ years of experience in wealth management, financial planning, private banking, or family-office services Series 65 (or ability to obtain promptly) A warm, steady, trust-building presence - clients should feel like you're the calm, capable leader in the room Strong grasp of investments, tax concepts, and estate/financial planning fundamentals CFP®, CFA®, CPWA®, or similar designation is a nice-to-have What we offer: A competitive base salary plus performance bonus A new-business incentive of 10-25% for any client relationships you originate A collaborative, faith-aligned culture built around long-term client relationships, not transactions Bonus: Fridays the office closes at 2pm ! Cheers to a work life balance #J-18808-Ljbffr

Vacancy posted 15 hours ago
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