Lead Private Client Advisor

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

Double your book with LotusGroup Bring $30MM, and we'll match it with $30MM of our AUM!

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.
• Bachelor’s 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.