Associate Wealth Advisor

Class VI Partners•Denver, CO

1d•$75,000 - $95,000•Onsite

About The Position

Class VI Family Office is a Denver-based Registered Investment Advisor with the SEC providing wealth planning and investment management services to a select group of current and former entrepreneurs and their families. Part of the Class VI Partners family, Class VI Family Office shares in the company-wide mission to Empower the Entrepreneurial Spirit. Together, Class VI serves business owners throughout all phases of their entrepreneurial journey—from growth and optimization (Class VI Pathfinder) through a sale or recapitalization transaction (Class VI Securities) and personal wealth management (Family Office). Established in September 2016, Class VI Family Office is one of the fastest-growing RIAs in Colorado in terms of assets under management. Our low client-to-advisor ratio is proof positive of our commitment to delivering the highest standard of service, and we take a proactive and highly personalized approach to meeting our clients’ wealth planning and investment management needs. We are currently seeking the right candidate to join our team and assist in supplying the exceptional service and advice our clients expect and deserve. The Associate Wealth Advisor role provides significant opportunity for growth and development. The successful candidate will learn about all facets of wealth management and planning, including relationship management, business development, operations, compliance, delivery of financial plans, and management of investment portfolios. As the Associate Wealth Advisor learns our business, grows in experience and understanding, and demonstrates competency along with a client-first attitude, they can steer a career path according to their unique skills and interests.

Requirements

Bachelor’s degree
Previous work experience in financial services or related field (typically 1 – 3 years)
Series 65 required within 90 days of hire
Excellent written and oral communication skills
Team player, great cultural fit within the Class VI organization

Nice To Haves

This position is a great opportunity for someone who wants to learn wealth management and be a part of a fast-growing, privately held organization with significant growth potential.
The ideal candidate will be an active and positive contributor to the culture of the firm.

Responsibilities

Client onboarding: Custodian documentation (account application, transfer of account forms, money movement) and Class VI paperwork (client agreements, regulatory forms, investment policy statements).
Use and developed mastery of performance management & reporting software; Custodian platform; AI tools and resources; Financial planning software
Alternative Investments: Subscription and tender documents; performance reporting
CRM management: Utilize CRM software for client meeting notes, activities, and reminders; develop workflows and automated tasks; use of AI tool for meeting prep and note-taking
Client communication and service: Fulfill requests related to money movement, account maintenance, scheduling, and other needs.
Client meetings: Engagement with Relationship Manager & Portfolio Manager for meeting prep, deliverables, and post-meeting follow up; coordination with clients’ outside advisors for meeting scheduling and agenda items
Marketing: Produce pitch materials and deliverables for prospective clients.
Manage online assessment tool and corresponding reports used with prospects.
Contribute to diverse business development activities for the firm; collaboration across business units for training and client/prospect engagement