Lead Investment Advisor at RubinBrown LLP

Denver, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Jun, 26

Salary

0.0

Posted On

29 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Advisory, Business Development, Client Service, Team Development, Networking, Portfolio Management, Trust Building, Modern Portfolio Theory, Performance Feedback, Technical Competence, Business Generation, Client Retention, Microsoft Office, Professional Ethics

Industry

Accounting

Description

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has over 1,000 team members across locations in Chicago, Denver, Kansas City, Las Vegas, Mumbai, Nashville, and St. Louis. RubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. As a wholly owned affiliate of RubinBrown LLP, we are dedicated to providing personalized service with integrity and expertise that reflects our parent firm's legacy of excellence. A Lead Investment Advisor is a key participant in client service, team member development, specialty expertise, and business development. 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 * Work with Client Service Associate to 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 * Provide superior and high quality service to clients * 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 * Assist in 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) * Ability to 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 * Travel for this position will be minimal * 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 To 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. Accommodation is available on request for candidates taking part in all aspects of the selection process. 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 [https://www.rubinbrown.com/] Colorado, Nevada, and Illinois 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). Lead Investment Advisor [https://www.rubinbrown.com/firm-operations-technology-director-range/] Benefits Summary [https://www.rubinbrown.com/benefits/]

Responsibilities

The Lead Investment Advisor will serve as a key participant in client service, team member development, and business development, providing comprehensive financial planning and investment advisory services to clients. Major duties include delivering tailored investment solutions, creating custom financial plans with support staff, and coordinating with other trusted advisors.