Job Description
Job Description
Lead Advisor
Title:Lead Advisor
Location:Lakewood, CO (In-office most days)
Base Compensation:$75,000$110,000
On-Target Earnings (OTE):$85,000$175,000
Industry:Wealth Management & Financial Services
Overview:
A growing financial services team in Lakewood, CO is hiring a Lead Advisor who wants to take ownership, deepen client relationships, and grow their impact. This is a great opportunity for someone with strong sales instincts, planning acumen, and a desire to be part of a long-term succession plan. You'll work directly with existing and new clients while helping scale a high-performing, values-driven practice.
If you're looking to make a difference inside a firmnot just selland want the opportunity to lead one day, this is your seat.
Key Responsibilities:
- Lead review meetings with B and C clients, offering insurance and investment planning solutions
- Collaborate with senior advisors on high-net-worth opportunities
- Actively track and close new opportunities from warm leads and referrals
- Manage client communications, maintain CRM records, and ensure timely follow-ups
- Build and nurture relationships in your own network to drive new business
- Support client engagement through social media, events, and marketing
- Coordinate with internal team members to execute comprehensive planning strategies
- Take increasing responsibility for key clients and internal operations over time
Qualifications
- 3+ years of experience in financial services, preferably in a client-facing or advisor support role
- Strong interpersonal skillsyou enjoy meeting new people and deepening relationships
- Life & Health, SIE, and Series 63 required
- Series 7 must be obtained within one year of employment
- CFP coursework or designation in progress preferred
- Marketing, branding, or social media experience a plus
- Must be local to the Denver metro area and able to work from the office most days
Compensation & Benefits:
- Base salary: $75,000$110,000 depending on experience and licensing
- On-target earnings: $85,000$175,000 with performance-based bonuses
- Health, dental, and vision coverage
- Retirement benefits