Director, Wealth Advisor & Financial Planner at Gainline Financial Partners in Louisville, CO, responsible for leading client relationships, financial planning execution, and firm-wide service delivery.
Requirements
- CFP designation (required or in progress)
- 5+ years of experience in wealth management (Minimum 3+ years of financial planning experience)
- Experience owning end-to-end client relationships and delivering financial plans independently
- Strong communication skills and comfort presenting to clients
- Organized, reliable, and comfortable owning responsibility across multiple workstreams
- Team-oriented mindset — willing to support wherever needed
- Experience with eMoney, Fidelity Wealthscape, or Holistiplan is a plus
Benefits
- 401(k) plan with Safe Harbor match
- Full employer-paid medical, dental, short-term disability, long-term disability, and life insurance for employee
- Ongoing professional development and continuing education support
- Paid vacation and flexible personal day policy, including remote work as needed
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