Lead Investment Advisor

Major 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
• 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
• Cook up with Client Service Associate to create custom financial plans and portfolios to meet client goals and objectives
• 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
• Aid in the development of transition plans for current partners’ RIA clients
• Generate new business and retain current business

Preferred Experience/Background/Skills

• 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)
• 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)

Working Conditions

• Typical office hours are 8:00 a.m. to 5:00 p.m.
• Ability to work extra hours as determined by the workload and client expectations
• Ability to sit for long periods of time
• Ability to move throughout office
• Ability to lift, carry, push, pull up to 30-50 pounds

One Firm

Foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise.

RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

To request accommodation, please contact your recruiter.

EEO Employer W/M/Vet/Disabled

RubinBrown is an independent member of Baker Tilly International, the 8th largest global accounting network in the world.

For more information, visit www.RubinBrown.com

Salary Statement

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, MBA, CPA, CFE, CISA, CFP).