Wealth Advisor

Class VI Family Office is a Denver-based Registered Investment Advisor with the SEC. Class VI Family Office provides wealth planning and investment management services to a limited number of current or former business owners/entrepreneurs and their families. Class VI Family Office is part of the larger Class VI Partners organization, which is focused on serving business owners in all phases of their entrepreneurial journey. Class VI Partners offers personal wealth management (Family Office), business advisory (CoPilot & Pathfinder) and investment banking services (Class VI Securities).

Class VI Family Office was established in September 2016 and is one of the fastest-growing RIAs in Colorado in terms of assets under management. We are committed to a high standard of client service and to delivering proactive wealth planning and investment management to our clients. We are currently seeking the right candidate to help grow the team and assist with delivering the exceptional service and advice that our clients expect and deserve.

We are seeking a dynamic and client-focused Wealth Advisor to join our team. This role is responsible for managing and deepening client relationships by providing comprehensive financial advice, investment strategies, and personalized wealth management solutions. The ideal candidate will have strong interpersonal skills, technical expertise in financial planning, and a passion for delivering an outstanding client experience.

Key Details

• Location: Denver, CO (must be based in the Denver metro area)
• Works closely with: Partners across Investment Banking, Family Office, and Accelerator Fund, as well as the Advisory Team
  
  
  

Job Duties Include:

Client Relationship Management:

• Serve as the primary point of contact for a designated group of clients, ensuring a proactive and personalized approach to their financial needs.
• Build and maintain strong relationships with clients by understanding their financial goals, risk tolerance, and unique circumstances.
• Conduct regular client meetings (in-person and virtual) to review financial plans, investment portfolios, and overall wealth management strategies.
• Collaborate with internal & external teams (investment, tax, estate planning, operations) to provide holistic financial solutions.
• Leverage CRM tools and client data to record meeting notes & client activities, enhance relationship-building efforts and track engagement.
  
  
  

Financial Planning & Advisory:

• Develop, present, and implement customized financial plans, addressing retirement, estate, tax, insurance, and investment needs.
• Provide expert guidance on asset allocation, risk management, and financial goal-setting.
• Stay current with market trends, tax law changes, and financial planning strategies to provide proactive advice.
  
  
  

Job Qualifications / Requirements:

• Bachelor’s degree in Finance, Business, Economics, or related field (MBA or CFP® preferred).
• CFP®, CFA, CPA, or ChFC designation or Series 65 (or in progress) preferred.
• 5 years of experience in wealth management, financial planning, or investment advisory services.
• Strong understanding of investment products, portfolio management, and financial planning principles.
• Exceptional communication and interpersonal skills with a client-centric mindset.
• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems (e.g., Salesforce, Redtail).
• Excellent writing and oral communication skills
• Team player, great cultural fit within the Class VI organization
  
  
  

All employees of Class VI Partners work closely together, and we are proud of the family-like nature of the firm. This position is a great opportunity for someone who wants to learn wealth management and be a part of a fast-growing, privately-held organization with significant growth potential.

The core values of Class VI Partners

• Hustle
• Humility
• Relationship
  
  
  

Class VI Partners relies on its team members to be role models for our value system so that each team member represents the company well. Denver is a small business community, and a sterling reputation for being honest, fair, and acting with the highest levels of integrity is critical to our success. We expect our team members to adhere to our value system and lead by example.

The firm culture at Class VI Partners

The firm culture of Class VI Partners is unique and one that all team members are responsible for maintaining. Across the organization there is a level of comradery, teamwork, and dedication to a common goal that is typically not existent within larger financial services companies. We pride ourselves on being a place that people want to work – both for the team & opportunities, as well as for the quality of clients that we work with. The open environment of our office space is designed to promote collaboration, interaction and team-building. Our lunch counter provides a great spot for connecting and catching up with other team members on a personal level. Part of the Class VI experience for employees also includes monthly team events/activities and occasional Client Appreciation Events.

Compensation

Compensation includes a base salary and a comprehensive benefits package. Base salary for this role will range from $100,000 to $125,000 with incentive compensation eligibility. Class VI is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.