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.

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.

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.