Senior Wealth Advisor

Denver, COusvia direct

// Job Type

Full Time

// Salary

USD 200,000 - 200,000/year

// Salary Range

200,000–200,000 USD / year

// Posted

2 months ago

About the Role

NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut with over $5 billion in assets and 40 employees. The firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched and systematic investment process grounded in common sense will outperform intuition over time. Position Summary NorthCoast Asset Management is looking for a Senior Wealth Advisor to join our Denver office and inherit a book of high-net-worth clientele. No requirement to source new clientele from external channels as the Firm has several well-developed lead sources. Primary Responsibilities  <ul> <li style="font-size: 12pt;">Develop relationships within existing client book</li> <li style="font-size: 12pt;">Consolidate assets and driving revenue growth</li> <li style="font-size: 12pt;">Ability to network with partners, be an ambassador of the firm</li> <li style="font-size: 12pt;">Generate opportunities for branch office presentation</li> <li style="font-size: 12pt;">Follow leads from lead source, develop opportunity, close and onboard prospective clients</li> <li style="font-size: 12pt;">Work with trading and operations to coordinate all aspects of client onboarding and ongoing account support</li> <li style="font-size: 12pt;">Scheduling client reviews, account paperwork, and miscellaneous service items as needed</li> <li style="font-size: 12pt;">Build review presentations, client proposals, and input portfolio planning information to Money Guide Pro</li> <li style="font-size: 12pt;">Maintain client communication in the contact management system</li> <li style="font-size: 12pt;">Respond to incoming emails, calls and meeting requests</li> <li style="font-size: 12pt;">A positive attitude and high energy level</li> <li style="font-size: 12pt;">Proactive communication and follow up</li> <li style="font-size: 12pt;">Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills</li> </ul> Qualifications <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Bachelor’s Degree </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">5+ years of experience</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">CFP or equivalent </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Strong communication skills</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Ability to learn and communicate market and investment product knowledge for systematic strategies </li> </ul> The Senior Wealth Advisor is a exempt position. This is commission-based role, with a $200k draw starting salary and a 20% net commission. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package.  #LI-KP1<div class="content-conclusion">About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit <a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a> or follow the company on <a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.  Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="mailto:careers@focuspartners.com">careers@focuspartners.com</a>. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a> For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.  For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability.  For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.</div>

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