Lead Investment Advisor

Lead Investment Advisor

A Lead Investment Advisor is a key participant in client service, team member development, specialty expertise, and business development. We help 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, one of the nation's largest accounting and business consulting firms, RubinBrown Advisors is dedicated to providing personalized service with integrity and expertise that reflects our parent firm's legacy of excellence.

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

Preferred Experience / Background / Skills :

Working Conditions :

Salary Range :

The salary range displayed is specifically for those potential applicants who will work or reside in the states of Colorado, Nevada or Illinois, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data / ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. JD / Technology).

EEO Employer W / M / Vet / Disabled

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.