Lead Investment Advisor

RubinBrown LLP•Denver, CO

About The Position

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has over 1,000 team members across locations in Chicago, Denver, Kansas City, Las Vegas, Mumbai, Nashville, and St. Louis. RubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. As a wholly owned affiliate of RubinBrown LLP, we are dedicated to providing personalized service with integrity and expertise that reflects our parent firm's legacy of excellence. A Lead Investment Advisor is a key participant in client service, team member development, specialty expertise, and business development.

Requirements

At least 8 years of experience as an Registered Investment Advisor, Financial Planner or Trust Officer
CPA, CFA or CFP designation
Series 65 License (or ability to obtain within six months)
Utilize Modern Portfolio Theory (MPT)
Ability to generate key relationships with centers of influence
Proven track record of generating new business
Exhibits passion about client service
Experience working with high net-worth and affluent individuals
Ability to successfully contribute to the success of a strategic business unit of the firm
Ability to supervise, coach, and develop individuals and/or large groups
Excellent verbal and written communication skills
Strict adherence to professional ethics
Proficiency in Microsoft Office programs (Word and Excel required)

Responsibilities

Serve as a Lead Advisor for RubinBrown Advisor clients, providing comprehensive financial planning and investment advisory services
Demonstrate the ability to help grow the practice by networking with existing RubinBrown partners and other centers of influence to generate opportunities
Effectively deliver financial plans and tailored investment solutions that are in line with the clients goals and objectives
Work with Client Service Associate to create custom financial plans and portfolios to meet client goals and objectives
Show an ability to create trust and confidence with prospective and existing clients in a short period of time
Work well with fellow Lead Advisors in a team environment geared towards the RubinBrown’s One Firm Concept
Provide superior and high quality service to clients
Coordinate with other trusted advisors, when necessary, such as tax, insurance, legal, etc…
Develop team members – serve as advocate, coach, mentor
Provide team members with timely and candid performance feedback supporting the firm’s performance management process.
Demonstrate technical competence in financial planning and with investments
Assist in development of transition plans for current partners’ RIA clients
Generate new business and retain current business