Steven and his partners have assembled a unique financial planning and asset management firm in Denver unlike any other: Colorado Wealth Group. The inception of Colorado Wealth Group derived from financial industry frustrations, as many of CWG's advisors and associates came from large institutions. With a goal of cross-pollinating diverse skill-sets and delivering a fee-conscious, transparent approach, they set out to create something unique.
Colorado Wealth Group boasts CFP®, ChFC®, AIF®, CLU®, RICP® and CLTC professionals, an Accredited Wealth Management Advisor™ (AWMA®), and several associates with masters degrees. Colorado Wealth Group has purposefully built an incubator of industry talent, as those associated with the firm are highly skilled practitioners and truly experts in their field. Steven and his firm are growing rapidly and need a few more advisors in 2018.
Although experienced advisors are preferred, we will consider applicants that are relatively new to the career but have tremendous ambition to succeed. Our advisors are independent contractors, not employees, so it's up to you to build your own practice while leveraging the tools, support, and collaboration we have to offer. You will be successful with CWG if you have a desire to make an impact on your clients, control your income, with independence and autonomy to run your own practice under our brand. We have full staffing support and have created a true plug-and-play advisory business model, so all you need to do it build your client-base. CWG is building something incredible and our clients validate those views. Check us out! www.ColoradoWealthGroup.com
This position may be a good fit for you if:
You work well in a collaborative setting
You are ambitious and self-disciplined
You are confident but seeking professional growth
You have at least some experience in financial services
You are employed as an advisor now, but you are looking for a new, fun environment
You are a good practitioner but you lack enough support to service your clients now
You and your clients need a firm that will grow with you over the long term
You want to be located in a trendy neighborhood in Denver (LoHi)
Additional Salary Information: Our advisors are independent contractors. No salary. Some stipends and incentives are available that enhance the first three years of revenue. Realistically, over $100,000 is very achievable, and expected, even for a newer advisor with above average work ethic. By the 3rd or 4th year our advisors are netting $200k+
About Colorado Wealth Group
Colorado Wealth Group is a comprehensive fee-based financial planning firm. We are a group of very talented individuals who prefer to collaborate on cases to ultimately benefit from our collective wisdom and expertise. We are blazing trails with our intuitive flat-fee comprehensive planning process. We also oversee a significant level of assets for our clients that retain us on the implementation of those plans. We have qualified experts in the estate planning, group benefits, qualified plans, risk management, tax mitigation and investment optimization specialties. Most important of all, we have a relaxed and modern workspace and culture, and "work" isn't work at all!