Senior Wealth Advisor — Fintech & HNW Clients Equity
Job in
Boulder, Boulder County, Colorado, 80301, USA
Listed on 2026-01-25
Listing for:
Savvy Wealth
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm is seeking a Senior Wealth Advisor to develop and manage high net worth client portfolios. The role requires over 10 years of investment advisory experience and certification as an Investment Adviser Representative. The ideal candidate should thrive in a fast-paced environment and be excited about making a meaningful impact in the fintech industry. Competitive benefits including unlimited PTO and medical plans are offered.
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Position Requirements
10+ Years
work experience
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