CFP Professional-Denver

Investment Advisor – Denver, CO

RIA Firm

This opportunity is with an independent as well as modern advisory firm built on evidence-based investing, behavioral finance, and putting clients first—always. They believe in removing complexity, focusing on what works, and being a long-term partner in our clients’ financial lives.

Who are you?  You're a fiduciary-minded advisor who believes in doing the right thing—even when no one is looking. You enjoy translating complex ideas into simple guidance. You’re tech-savvy, entrepreneurial, and energized by building deep relationships—not just “closing” clients. And you're looking for a place where your ideas matter and your voice helps shape the future of the firm.

What you’ll do :

• Serve as the primary point of contact for prospective and current clients, building trust through sound advice and steady guidance
• Translate Hoot’s investment philosophy into personalized, actionable strategies for households with $1M–$5M+
• Conduct new client consultations and onboardings- leads are provided, we are seeking someone who can close in this role.
• Deliver comprehensive, behaviorally aware financial planning and investment guidance
• Maintain a regular rhythm of outreach, follow-up, and review meetings
• Collaborate with portfolio management, operations, and planning teammates to create a best-in-class client experience
• Help improve our internal processes and systems as we grow—your ideas will be heard

What we’re looking for :