Wealth Path Advisor - Denver, CO

Only for registered members Denver, CO, United States

1 day ago

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Job Summary

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts.

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Responsibilities

  • Functioning as the primary trusted advisor to a book of Wealth Path clients
  • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
  • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients/li>
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