Overview

Seeking to fill one position. Planner or advisor has minimum five years of being registered and manages a a book of >$3 million.

We have a great team of high character people. While you can work remotely, we meet virtually weekly and have annual company retreats, which are very fun!

Please reach out to learn more about this opportunity. Thanks.

Brief description of firm:
Ethical, investment driven, fee-only RIA with locations in Evergreen and Centennial, CO -- in addition to CA, PA, NY and OH. Our approach to investing is disciplined and academically based.

We have three business segments: 401(k) management; specialized portfolio management for accounts over $500,000; and models-based solutions for younger savers and smaller accounts.

Market
RIA
Last Activity
within 2 months

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