About the Opportunity
We are partnering with a rapidly growing Registered Investment Advisor (RIA) seeking an experienced Certified Financial Planner (CFP®) to join its Denver office. This is an ideal opportunity for a relationship-driven advisor who wants to focus on financial planning and client acquisition without the burden of sourcing their own leads.
The firm provides a consistent flow of warm, qualified prospects, allowing advisors to spend their time doing what they do best—building relationships, delivering advice, and growing assets under management.
What You'll Be Doing
- Conduct financial planning meetings with warm, pre-qualified prospects.
- Convert high-quality inbound leads into long-term client relationships.
- Deliver comprehensive financial planning, retirement planning, and wealth management advice.
- Build and grow your own book of business through a proven lead generation platform.
- Develop tailored investment and planning recommendations based on client needs.
- Maintain exceptional client service standards and ongoing relationship management.
- Collaborate with an experienced team of advisors and support staff.
What Makes This Opportunity Different?
- Consistent flow of warm leads with a strong historical conversion rate.
- Opportunity to rapidly build a substantial book of business.
- Competitive W2 salary providing stability during the book-building phase.
- Clear path to transition to a 1099 advisor model once your book reaches predefined growth milestones.
- Entrepreneurial upside without the need to start from scratch.
- Strong support infrastructure allowing advisors to focus on client relationships rather than administration.
Requirements
- CFP® designation required.
- Experience as a Financial Advisor, Wealth Advisor, or Financial Planner.
- Strong client-facing and relationship management skills.
- Proven ability to gather assets and convert prospective clients into long-term relationships.
- Comprehensive knowledge of retirement planning, investment management, and financial planning strategies.
- Entrepreneurial mindset with a desire to build and own a growing book of business.
- Bachelor's degree preferred.
Ideal Candidate
You are a client-focused advisor who enjoys building deep relationships and delivering comprehensive financial planning. You are excited by the opportunity to accelerate the growth of your book through a steady stream of qualified opportunities while working toward greater autonomy and long-term earning potential.
If you're looking for a role that combines stability, growth, and a clear path to building your own business within a thriving RIA environment, we'd love to speak with you.