Financial Advisor

Employer
Colorado Capital Management, Inc.
Location
Boulder, Colorado
Salary
$70k to $100k + bonus, health insurance, 401k
Closing date
Feb 4, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing
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Job Details

Job description

 

Summary

Join a talented, growing, values-driven team that provides fee-only financial planning, portfolio management, and impact investing services to high-net-worth clients. You ideally are a highly talented, motivated, team player looking for a long-term career as a financial advisor with solid credentials and the entrepreneurial spark to help grow and shape the future of our firm.

The Company

Overview. Colorado Capital Management is an independent, employee-owned RIA in Boulder, CO with a multi-decade track record of growth and success. We manage over $500 million of assets for over 160 families. We have a DFA/Vanguard-style investment philosophy, are financial planning centric and have a deep expertise and commitment to impact investing.

Values. As a Certified B Corporation, we are deeply committed to corporate social responsibility--to doing the right thing for our clients, staff and larger community. We actively support a number of exceptional non-profit organizations through philanthropy, volunteerism, and pro bono services.

Culture. We carefully nurture the culture of our organization by hiring talented individuals that share our values, giving them a high degree of autonomy and responsibility, working as a cohesive team, and sharing the benefits of our success. After one year, all employees participate in profit sharing and have the opportunity to acquire an

ownership interest in the firm. Our work environment is positive, friendly and flexible, including with respect to virtual work. We encourage a healthy work-life balance.

The Advisor Position

The financial advisor will be part of a team involved with all facets of servicing clients, including:

1) Participating in marketing meetings and conducting new client interviews

2) Drafting investment policy statements and investment proposals

3) Preparing financial plans

4) Gathering/analyzing data and preparing reports for client meetings

5) Advising on investment strategy

6) Providing guidance on tax and insurance matters

7) Following up on client needs and staying in touch with clients on an ongoing basis

8) Coordinating trading and client service requests with the PM and Ops teams

9) Participating in staff/investment committee meetings and taking on firm initiatives

The software that we use for these purposes includes Wealth Box (CRM), Orion (reporting), Eclipse (Trading), Y-Charts (research), Excel (financial modeling), Money Guide Pro (retirement planning) and Holistiplan (taxes). We also use the Schwab Institutional website.

Requirements

  • Prefer Master’s degree and/or CFP or CFA designation
  • 2-5 years of experience as an advisor or support advisor
  • Strong analytical and computer skills
  • Excellent verbal and written communication skills
  • Well organized/good follow up
  • Energetic/motivated/positive attitude
  • Team player
  • Community minded

Perspective and Compensation

This position is best suited for someone who has a strong work ethic and sense of integrity; values social responsibility; prefers small firms to larger companies; enjoys helping and working with others; has strong analytical and interpersonal skills; and is looking for a long-term fit. We provide attractive compensation and benefits.

To Apply

Send a resume and cover letter to lee@coloradocap.com summarizing why you are the right person for this job, and why this position is the right opportunity for you. Your inquiry will be treated completely confidentially. Colorado Capital Management is an equal opportunity employer and we are particularly interested in expanding the diversity of our firm. The salary range for this position is $70,000 – $100,00/year. However, pay may vary considerably depending on job-related knowledge, skills, and experience. The compensation package includes medical, dental, vision, financial, and other benefits.

Company

Overview. Colorado Capital Management is an independent, employee-owned RIA in Boulder, CO with a multi-decade track record of growth and success. We manage over $500 million of assets for over 160 families. We have a DFA/Vanguard-style investment philosophy, are financial planning centric and have a deep expertise and commitment to impact investing.

Values. As a Certified B Corporation, we are deeply committed to corporate social responsibility--to doing the right thing for our clients, staff and larger community. We actively support a number of exceptional non-profit organizations through philanthropy, volunteerism, and pro bono services.

Culture. We carefully nurture the culture of our organization by hiring talented individuals that share our values, giving them a high degree of autonomy and responsibility, working as a cohesive team, and sharing the benefits of our success. After one year, all employees participate in profit sharing and have the opportunity to acquire an

ownership interest in the firm. Our work environment is positive, friendly and flexible, including with respect to virtual work. We encourage a healthy work-life balance.

Find Us
Website
Telephone
720-510-1715
Location
4430 Arapahoe Ave. Suite 120
Boulder
CO
80303
United States

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