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Sr. Wealth Advisor

Gables Search Group

  • Boulder, CO
  • 13 days ago

    Highlights

    Seeking an experienced Wealth Advisor with an established book of business and approximately $1MM+ in Assets Under Management (AUM) . Interested in building long-term equity and ownership in the business rather than simply managing a book of clients.

    Numbers & Facts

    LocationBoulder, CO
    IndustryStaffing/Employment Agencies
    Company Size50 to 99 employees
    Year Founded2002
    Websitehttps://www.gablessearch.com/

    Description

    Senior Financial Wealth Advisor

    Opportunity

    • Seeking an experienced Wealth Advisor with an established book of business and approximately $1MM+ in Assets Under Management (AUM).
    • Opportunity for an advisor who is ready for greater flexibility, autonomy, and ownership.
    • Potential for firm equity and increased control over the P&L.
    • Ideal opportunity for an advisor who wants to have greater ownership and control over the business they have built.

    Compensation

    • Compensation is based directly on the value of the AUM the advisor brings to the firm.
    • Earning potential is tied to the advisor's established book of business and contribution to the firm.

    Candidate Requirements

    • Must be an experienced Wealth Advisor with a proven track record.
    • Must have approximately $1MM+ in AUM to bring to the firm.
    • Must currently be established in the Boulder, Colorado area.
    • Local candidates only — relocation candidates will not be considered.

    Ideal Candidate

    • Successful advisor looking to take the next step toward greater independence and ownership.
    • Values flexibility and increased influence over business operations and financial performance.
    • Interested in building long-term equity and ownership in the business rather than simply managing a book of clients.

    About Company

    Gables Search Group headquartered in Cleveland, Ohio has been a leader in search and placement nationwide since 2002.  Our company specializes in both direct and contract (temporary) staffing in all industries and disciplines.

    At Gables Search Group, we connect exceptional professionals with outstanding organizations.  Our commitment to integrity, excellence, partnership, innovation, and respect sets us apart. With a personalized approach to recruitment, we ensure the perfect match between candidates and employers.

    Whether you are a talented professional seeking new opportunities or an organization looking to build a high-performing team, Gables Search Group is here to guide you through the journey. Our success is built on the success of our clients and candidates, and we are dedicated to making a positive impact on the careers and businesses we serve.

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