Our award winning Firm is seeking an experienced Wealth Management professional to join our dedicated staff. Copper Leaf Financial is a leading Vermont based RIA, committed to both exceeding our Clients’ expectations and ensuring that our talented team has opportunities for development and balance.
The Wealth Advisor serves as strategic member of our collaborative and service-oriented culture as the primary manager of our client relationship. They are responsible for managing existing client relationships, formulating recommendations and implementing advice in coordination with Partners, peers and other staff. They demonstrate leadership and are an active participant and initiator of ideas to improve both the client and staff experience while actively participating in reaching personal and team revenue goals.
Qualifications include proven ability to cultivate strong relationships with HNW clients, prospects and business partners in a fee-only wealth management role. Minimum of 8 years in financial services industry with progressive relationship management and business development experience. CFP designation, with CFA, CPA, EA, CPWA, MSA or JD a plus. Candidate possess experience with Orion, MoneyGuide Pro, Wealth Access, major CRM platform and custodians including Schwab, Fidelity and TDA. Must possess an active Series 65 and clean U-4.
Interested candidates are to send a cover letter and resume to firstname.lastname@example.org.
We appreciate all interest in this position, only candidates closely aligned with this search will be contacted.
Copper Leaf Financial, LLC does not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factor.