Lead Advisor Job at Claire Myers Consulting, Lakewood, CO

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  • Claire Myers Consulting
  • Lakewood, CO

Job Description

Job Description

Lead Advisor

Title: Lead Advisor

Location: Lakewood, CO (In-office most days)

Base Compensation: $75,000–$110,000

On-Target Earnings (OTE): $85,000–$175,000

Industry: Wealth Management & Financial Services

Overview:

A growing financial services team in Lakewood, CO is hiring a Lead Advisor who wants to take ownership, deepen client relationships, and grow their impact. This is a great opportunity for someone with strong sales instincts, planning acumen, and a desire to be part of a long-term succession plan. You'll work directly with existing and new clients while helping scale a high-performing, values-driven practice.

If you're looking to make a difference inside a firm—not just sell—and want the opportunity to lead one day, this is your seat.

Key Responsibilities:

  • Lead review meetings with B and C clients, offering insurance and investment planning solutions
  • Collaborate with senior advisors on high-net-worth opportunities
  • Actively track and close new opportunities from warm leads and referrals
  • Manage client communications, maintain CRM records, and ensure timely follow-ups
  • Build and nurture relationships in your own network to drive new business
  • Support client engagement through social media, events, and marketing
  • Coordinate with internal team members to execute comprehensive planning strategies
  • Take increasing responsibility for key clients and internal operations over time

Qualifications

  • 3+ years of experience in financial services, preferably in a client-facing or advisor support role
  • Strong interpersonal skills—you enjoy meeting new people and deepening relationships
  • Life & Health, SIE, and Series 63 required
  • Series 7 must be obtained within one year of employment
  • CFP® coursework or designation in progress preferred
  • Marketing, branding, or social media experience a plus
  • Must be local to the Denver metro area and able to work from the office most days

Compensation & Benefits:

  • Base salary: $75,000–$110,000 depending on experience and licensing
  • On-target earnings: $85,000–$175,000 with performance-based bonuses
  • Health, dental, and vision coverage
  • Retirement benefits

Job Tags

Work at office, Local area,

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