The KXN · 3 days ago
Vice President of Wealth Management
Denver, CO
Full-time
Hybrid
Senior Level
$200K/yr - $400K/yr
7+ years expThe KXN is a highly respected, independent RIA firm seeking to add an experienced Vice President, Wealth Advisor to its growing team. In this role, you will serve as the lead advisor for high-net-worth clients, developing comprehensive financial plans and building long-term relationships while leveraging established referral networks.
Staffing & Recruiting
Hiring Manager
Esther Yoder
Responsibilities
Serve as the lead advisor for a select group of HNW and UHNW clients
Develop and deliver comprehensive financial plans, including estate, tax, retirement, and generational wealth strategies
Build deep, long-term client relationships through ongoing advice and proactive planning
Collaborate closely with in-house investment, planning, operations, and client service teams to deliver a seamless client experience
Leverage the firm’s established referral networks and marketing channels to engage qualified prospects—no cold prospecting required
Transition and grow your existing book of business within a client-first, growth-oriented firm
Qualification
Required
7+ years of experience in a lead advisory and financial planning role
Active Series 65 or 66 (or equivalent)
A portable book of business
Proven ability to manage client relationships and deliver holistic financial advice
Plug-and-play advisor who can integrate quickly into a collaborative environment
Entrepreneurial mindset with a team-first approach and long-term growth focus
Preferred
CFP® designation strongly preferred
Benefits
401(k) match
Full benefits
Company
The KXN
Kairos (noun) :The perfect, crucial moment; when time and place align to create the ideal atmosphere for action, where possibilities emerge and opportunities arise.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase