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Lead Private Client Advisor

3 months ago

Denver, United States LotusGroup Advisors Full time

Job Title: Lead Private Client Advisor

Reports To: Senior Advisor

Office Location: Denver, CO (Wash Park)

Travel: Required to visit clients several times a year

Comp Plan: $175-250K+ total comp

About Us

Join LotusGroup, a firm dedicated to excellence and innovation with a mission to care for others and achieve outstanding outcomes. With nearly $400 million in assets under management and a 20-year track record, we're set to 10x our business in the next decade. As a partner-owned firm, we value professionalism, care, and commitment.

The Opportunity

We're seeking a seasoned advisor with 5-10 years of experience who can bring at least $20-25MM in client assets with them. In return, you'll receive up to $30MM in client assets to manage without needing to buy into the firm or 'earn' it. If you're a high-achieving, goal-oriented individual who thrives on challenge and autonomy, this is your chance to make a significant impact. We take care of the overhead, marketing, investments, and back-office tasks; you take care of the clients

Role & Responsibilities

  • Build Relationships: Cultivate and maintain strong client relationships by understanding their financial goals and risk tolerance. Your dynamic and engaging approach will make you a trusted advisor.
  • Provide Tailored Advice: Use your extensive knowledge of financial products and market trends to offer customized advice. Help clients make informed decisions about investments, insurance, and overall financial strategy.
  • Conduct Financial Analyses: Perform thorough financial analyses and stay updated on industry regulations. Provide clients with timely portfolio updates to ensure they are informed and confident in their financial decisions.
  • Collaborate Effectively: Work closely with cross-functional teams to develop comprehensive financial plans. Your collaborative and influential nature will ensure clients receive holistic financial advice.
  • Communicate Proactively: Maintain proactive and responsive communication with clients. Address inquiries promptly and guide clients through various financial decisions with clarity and confidence.
  • Ensure Compliance: Uphold the highest standards of ethical conduct in all interactions. Ensure full compliance with all rules and regulations.
  • Retain Clients: Retain up to 95% of clients annually to achieve high levels of client satisfaction and loyalty. Provide exceptional service to build lasting relationships and reduce client attrition.
  • Drive Results: Actively prospect for new business, aiming to grow the advisory business by 10% annually. Leverage your assertiveness and goal-oriented mindset to expand your client base and increase revenue.
  • Commit to Growth: Commit to continuous learning and professional development. Stay informed about industry developments to enhance your expertise and provide clients with top-tier service.

Requirements

  • Proven ability to bring in $20-25MM from your own book of business.
  • 5-10 years of experience in wealth management.
  • Strong organizational and communication skills.
  • Client-first mindset, dedicated to helping clients achieve their financial goals.
  • Bachelors degree in finance, economics, or a related field.
  • Series 65 required.

Why LotusGroup?

At LotusGroup, we combine wealth management and capital company expertise, offering abundant growth opportunities and a path to equity for dedicated team members. Join us for a rewarding career journey that provides stability, long-term opportunity, and the chance to be part of a thriving, innovative firm.

Values Alignment: At LotusGroup, we prioritize professionalism, empathy, and commitment. We're seeking an individual who embodies these values and is dedicated to achieving success through hard work, discipline, and loyalty.

Compensation and Benefits:

  • The total compensation for this role varies depending on the AUM brought, but it is expected to start at $120K + annually.
  • Partnership eligibility can be earned after 5 years of employment.
  • Our comprehensive benefits package includes:
  • Employer-matched retirement plan
  • Healthcare with employer contribution, covering medical, dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)

We value collaboration and believe that innovation thrives when we work together; this position is onsite and based in Denver, Colorado.

Why Join Us?

  • Focus on Clients: Concentrate on servicing clients, building relationships, and caring for people without the burden of administrative or investment tasks.
  • Make an Impact: Be part of a firm that is in the business of helping people achieve their dreams.
  • Supportive Environment: You will enjoy the support of a dedicated client service team, marketing professional, and internal investment team.
  • Innovative Workplace: Work in a dynamic, unique office in a beautiful neighborhood.
  • Diverse Opportunities: Access a range of successful alternative investments through our sister company.

We encourage you to apply if you are a professional with a passion for helping clients and a drive to succeed. Join us at LotusGroup Advisors and make a meaningful impact by helping clients achieve their financial goals while embodying the values that define our firm.