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Wealth Management Client Advisor
2 months ago
Join LotusGroup: Your Path to Stability, Growth, and a Collaborative Future At LotusGroup, we’re not just another financial firm—we’re a community dedicated to excellence, care, and a long-term vision. With nearly $400 million in assets under management and a 20-year track record, our commitment to growth is steadfast. We’re on a journey to expand our business tenfold over the next decade, and we want you to be part of that journey. Why LotusGroup? We understand that making a career move is a big decision, especially when it comes to compensation and culture. That’s why we prioritize stability, offering a supportive environment where you can thrive both professionally and personally. Here’s what sets us apart: Long-Term Stability : As a partner-owned firm, we’re committed to fostering an environment where our team members can build long-lasting careers. We’re looking for individuals who are not just seeking their next job but are searching for a place to grow and excel for years to come. A Strong, Supportive Culture : Our team is our greatest asset. At LotusGroup, you’ll find a culture that values professionalism, collaboration, and mutual respect. We’re here to support you every step of the way, ensuring that you have the resources and environment you need to succeed. Tailored Compensation Structure : We understand that financial stability is key. We offer a competitive compensation package designed with your long-term success in mind. Whether you prefer a higher base salary or a larger share of revenue, we’ll work with you to create a package that meets your needs now and into the future. The Opportunity We’re seeking a financial advisor with a minimum of 3 years of wealth management experience. If you can bring client assets with you, it is not a requirement In return, you’ll be entrusted with client assets right from the start—no need to buy in or earn it over time. You’ll have the autonomy to manage your clients, backed by our strong support system that handles overhead, marketing, investments, and back-office tasks. Role & Responsibilities Client Relationship Building : Cultivate and maintain strong relationships by understanding clients' financial goals and providing personalized advice. Tailored Financial Advice : Offer informed, customized advice using your deep knowledge of financial products and market trends. Collaborative Planning : Work closely with our team to develop comprehensive financial plans that address all aspects of clients' financial lives. Proactive Communication : Maintain regular, clear communication with clients to ensure their confidence in their financial strategies. Compliance and Integrity : Uphold the highest standards of ethical conduct, ensuring full compliance with all regulations. Client Retention and Growth : Retain up to 95% of clients annually by delivering exceptional service, while also actively growing your client base. What We’re Looking For Experience and Expertise : 3+ years of experience in wealth management, with a proven ability to attract and retain clients. Client-First Mentality : A dedication to helping clients achieve their financial goals. Commitment to Growth : A continuous learner who stays informed about industry developments and is committed to personal and professional growth. Compensation and Benefits Competitive Compensation : Starting at $120K+ annually, depending on the assets under management you might bring. Long-Term Partnership : Eligibility for partnership after 5 years. Comprehensive Benefits Package : Employer-matched retirement plan. Healthcare with employer contributions covering medical, dental, vision, telemedicine, and virtual mental health counseling. Paid parental leave. Unlimited paid time off (PTO). We believe that innovation thrives when we work together, which is why this position is based onsite in Denver, Colorado. If you’re ready to join a firm that values stability, offers a supportive culture, and provides growth opportunities, we’d love to hear from you.
