Wealth Advisor

Our award-winning Firm is seeking an experienced Wealth Management professional to join our dedicated staff.

Copper Leaf Financial is a leading Vermont based RIA, committed to both exceeding our clients’ expectations and ensuring that our talented team has opportunities for development and balance.

An experienced Wealth Advisor at Copper Leaf serves as a strategic member of our collaborative and service-oriented culture as a primary manager of our client relationship. They are responsible for managing existing client relationships, formulating recommendations and implementing advice in coordination with Partners, peers and other staff, as well as, actively engaging in business development initiatives.

Qualifications include proven ability to cultivate strong relationships with HNW clients, prospects and business partners in a fee-only wealth management role. Several years of experience in financial services industry with progressive relationship management and business development experience. Vermont residents with CFP designations are preferred. Candidates ideally possess experience with major CRM platforms and custodians including Schwab, Fidelity and TDA.

All candidates must possess a clean U-4.

Responsibilities include:

• Effectively communicates our investment philosophy, evidence-based investing and comprehensive planning-based wealth management.
• Strategically drives the wealth management process for clients through comprehensive financial planning with the support of our team, including review and evaluation of income, assets, tax exposure, investment portfolio, insurance and estate plan.
• Meet regularly with clients for on-going plan review, updating current and future circumstances, needs and objectives and reviewing investment performance.
• Develops a personal Investment Policy Statement and holistic strategy for each client and implements, monitors and maintains client’s portfolio accordingly.
• Complies with requirements and professional practices associated with investment advisory in an RIA firm.
• Manages business development pipeline for new opportunities from existing clients.
• Actively pursues new business relationships, community involvement and professional centers of influence.
• Comfort with exploring technology that is on the forefront of the wealth advisement service industry.

Salary range:

• The base salary range for this position is $80,000 to 140,000 annually. This position is bonus eligible and official offers depend on factors such as experience, education and skills deemed transferable to this position and our Firm.

Interested candidates are to send a cover letter and resume to maia@copperleaffinancial.com.

We appreciate all interest in this position, only candidates closely aligned with this search will be contacted.

Copper Leaf Financial, LLC does not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factor.