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Advisor I/II

Employer
BSW Wealth Partners
Location
Boulder, Colorado
Salary
Salary based on experience + profit sharing, 401(k), healthcare, HSA, maternity and paternity leave
Closing date
Feb 22, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

Ideal Candidate – Who You Are:  

  • Do you enjoy helping people? Partnering with colleagues on a team while also working independently?
  • Do you enjoy problem solving to answer questions such as, “How much can I devote to philanthropy?” “How can I ensure my family’s future?” “How can I better align my investment strategy with my values?”
  • Do you want to work in a firm that puts clients first and works to Make Life Better for clients we adore?
  • Are you looking to grow with an innovative team and join a company that is independent, employee-owned, and nationally recognized as a Best Place To Work and uses business as a force for good?

Position Description – Your Dream Position:

Advisor Track Professional

BSW Advisors provide analytical, qualitative, financial planning, and client relationship support to BSW’s Senior Advisors.  BSW Advisors work side-by-side with BSW Senior Advisors, Financial Planners, Portfolio Managers and Client Service Managers to provide world-class client experience. BSW provides mentorship, client-facing responsibility, and professional education support as you grow in your career. This position will work out of BSW’s Boulder office.

Your Responsibilities – Stuff We’ll Trust You With:

  1. Quantitative, Qualitative, Financial Planning, & Client Relationship support:
    • Collaborate and Co-Advise Clients using BSW’s comprehensive client checklist which guides our service offering.
    • Utilizing planning software tools, such as eMoney.
    • Research and recommendations on: client liquidity events, business sales/exits, private assets, retirement, etc.
    • Coordinating with client’s tax and legal advisors to support implementation of strategic planning.
    • Project management including tracking client projects and tasks in CRM.
    • Managing and facilitating BSW Advisory team projects.
  2. Helping BSW achieve its purpose, firm goals, and vision.
  3. Contributing to a highly effective organization that produces exceptional client service and amazing results by fostering mutual trust; open, honest, and candid communication; effective teamwork; and an unrestrained sense of enthusiasm, commitment, and FUN.

Qualifications – The Right Stuff:

Required:

  • Passion for client service, financial planning, and the drive, motivation, and grit to become a world-class BSW Advisor.
  • Certified Financial Planner (CFP) certification.
  • Minimum 5 years industry experience
  • Series 65
  • Undergraduate or advanced degree.
  • Attention to detail, self-motivated, well organized.
  • Outstanding integrity and discretion.
  • Strong interpersonal communication skills. Experience with eMoney, Money Guide Pro, or other financial planning software.

Strongly Preferred:

  • Financial planning experience with a Registered Investment Advisor (RIA) or in a financial advisory setting.
  • Private Investment experience and/or knowledge.
  • 5+ years’ experience with high net worth and ultra-high net worth clientele.
  • Experience with sustainable or values aligned investing.

Perks – Why We’re a Perennial Best Place to Work:

  • Winter & Summer Fun Days
  • Profit Sharing, 401(k) Plan + Matching Health Savings Account + BSW-funded Healthcare
  • Paid Maternity & Paternity Leave
  • Employee Sabbatical Program
  • BSW pays for obtaining and maintaining professional certifications
  • PTO Days for Volunteering
  • Healthy Lifestyle & Custom Workspace

B-Corp Status, Diversity & Inclusivity – Another Reason You Will Be Proud to Work at BSW: 

BSW Wealth Partners is proud to be both a Public Benefit Corporation (PBC) and a Certified B Corporation. Certified B Corporations are for-profit companies seeking a better way to do business by meeting the highest standards of third party-verified social and environmental performance, accountability, and transparency. B Corp certification is part of a global movement that serves to redefine success in business so that companies aspire not only to be the best in the world, but best for the world.  BSW’s certification highlights our commitment to diversity, equity, inclusion, and gender equity.

BSW is a company based on merit and excellence that welcome all races, genders, and sexual orientations.

We encourage applications from all qualified candidates, including:

  • Traditionally under-represented populations within financial services.
  • Parents returning to the workforce after extended career breaks.
  • People with physical disabilities or limitations.
  • Transitioning military service members and veterans.

Application Process:

Submit your CV/résumé and a cover letter to nmurphey@bsw.com.  In your cover letter, please address the following:

  • In your own words (20 or less), describe what you think BSW does.
  • What are the top three reasons you are the best candidate for this position and for BSW? Why are you interested in our firm and this industry? What aspects? Do you have any applicable professional experience?

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