Find Jobs

Find Jobs Near You – Available Work in Your Location

Skip to job details

Back to Results

Apply for this opportunity

To apply for this job, you'll continue to an external website or email application.

Apply Offsite

Premier Employment Solutions

Senior Wealth Advisor- Boulder, CO

Pay: Not specified

Posted: 3 weeks ago

Location: Boulder, CO (Hybrid)

Last Updated: 2 weeks ago

Hours: Full-Time

Expires: 9/24/2026

Career Insights for Personal Financial Advisor (General)

See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.

Scorecard

Based on Colorado data

Review key factors to help you decide if this role fits your goals. How is this calculated?

Were these scores useful?

What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$101,930 / year median in Colorado

+7% projected growth

Explore Career

Job Description

Senior Wealth Advisor

Boulder, CO Premier Employment Solutions
2.4 Boulder, CO Job Details 1 day ago Qualifications Business development management Customer relationship building Business development Client retention Business development within finance Full Job Description Senior Wealth Advisor
Boulder, CO Are you an accomplished Wealth Advisor ready to take greater ownership of your practice?

This confidential opportunity is designed for an experienced Wealth Advisor with approximately $1 million+ in assets under management (AUM) who is seeking greater autonomy, flexibility, and growth potential. The role offers remote, in-office, or hybrid flexibility, competitive, uncapped compensation, innovative resources, and potential firm equity. Ideal for an established advisor who wants more control over their practice and the opportunity to build long-term value in what they have created. Senior Wealth Advisor•

Boulder, CO Job Responsibilities:

Manage and grow an established book of high-net-worth client relationships. Serve as a trusted advisor by developing personalized wealth management and financial planning strategies. Lead client meetings and proactively identify opportunities to address evolving client needs. Monitor portfolios and provide investment recommendations aligned with client objectives and risk tolerance. Build new business through referrals, professional relationships, networking, and existing client connections. Identify opportunities to strengthen relationships and grow assets under management. Collaborate with experienced professionals and utilize innovative planning and technology platforms to enhance the client experience. Contribute to business growth, profitability, and the continued development of the practice. Take an active role in shaping the business with the freedom to determine the approach that works best for you and your clients.

Qualifications:

Senior Wealth Advisor•

Boulder, CO Job Qualifications:

Experienced Wealth Advisor with approximately $1 million+ in AUM. Established book of business and strong client relationships. Proven ability to grow and retain assets under management. Strong business development and relationship-building skills. Entrepreneurial mindset with a desire for greater independence. Interest in building long-term equity and value in your practice. IND 4