Denver, CO

OUR MISSION:

Our mission is to establish long-term, mutually beneficial financial relationships with our clients, team members and community. We will:

• Recruit, reward and retain a team of market leading professionals.
• Collaborate with clients to analyze and understand their financial challenges and opportunities.
• Develop and provide access to a unique set of financial solutions.
• Directly engage in community social, educational and philanthropic activities.

Summary:

The Wealth Advisor is responsible for facilitating the delivery of The Corundum Group and Central Bancorp capabilities to high net worth individuals and families inclusive of portfolio management, trust administration, insurance, mortgage, and personal lines of credit.

Key Functions and Responsibilities:

• Responsible for providing goals-based wealth consulting services to professionals, corporate executives, business owners and others with complex financial circumstances.
• Work directly with clients to develop an advisory relationship and gather information related to client’s financial objectives, risk tolerance and capital requirements.
• Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets.
• Develop a sophisticated goals-based wealth plan to bring client’s financial situation in line with their objectives and consult with client and their advisors on a course of action.
• Counsel and advise clients on general financial forecasts and trends.
• Review account relationships and communicate with bank partners to identify opportunities for cross-selling Central Bank products and services.
• Actively assist in the sales process and the identification of opportunities to expand client relationships.
• Contribute to the development and monitoring of best practices in the delivery of financial planning services.
• Prepare and deliver presentations relating to the ongoing maintenance of client relationships.
• Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.

Required Experience & Capabilities

• Candidates should have 10 or more years of wealth planning experience working with high net worth individuals and families in a comprehensive capacity.
• Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience.
• CFP® designation or equivalent desired.
• Effective communicator and collaborative professional.
• Advanced educational and professional designations and evidence of advanced learning and professional qualification including MBA, CPA, JD, and/or CFA desired.
  

Note:  This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job.  The employee is expected to perform those duties listed as well as other related duties directed by management.