Investment Advisor

Job Description

Investment Advisor – Denver, CO

This opportunity is with an independent as well as modern advisory firm built on evidence-based investing, behavioral finance, and putting clients first—always. They believe in removing complexity, focusing on what works, and being a long-term partner in our clients’ financial lives.

The Mission? To make smart, transparent, and research-backed investing accessible—and to build real relationships along the way. We draw our inspiration from the Great Horned Owl, our values vision, focus, and wisdom, aiming to guide clients through the financial landscape with clarity and purpose.

Who are you?

You're a fiduciary-minded advisor who believes in doing the right thing—even when no one is looking. You enjoy translating complex ideas into simple guidance. You’re tech-savvy, entrepreneurial, and energized by building deep relationships—not just “closing” clients. And you're looking for a place where your ideas matter and your voice helps shape the future of the firm.

What you’ll do at Hoot Wealth:

Serve as the primary point of contact for prospective and current clients, building trust through sound advice and steady guidance

Translate Hoot’s investment philosophy into personalized, actionable strategies for households with $1M–$5M+

Conduct new client consultations and onboardings- leads are provided, we are seeking someone who can close in this role.

Deliver comprehensive, behaviorally aware financial planning and investment guidance

Maintain a regular rhythm of outreach, follow-up, and review meetings

Collaborate with portfolio management, operations, and planning teammates to create a best-in-class client experience

Help improve our internal processes and systems as we grow—your ideas will be heard

What we’re looking for:

4+ years of experience working directly with clients in a fiduciary advisory capacity

Required: Series 7 and 65

CFP® designation strongly preferred (or on track to earn it)

Proven ability to guide clients through financial planning and investment management conversations

Excellent communicator who listens first, educates second, and always leads with empathy

Sales-savvy without being pushy—comfortable converting warm leads with authenticity

Tech-comfortable: Familiarity with planning software, CRMs, and remote communication tools

Why join?

A clear, evidence-based investment philosophy and planning-first approach

A chance to build something meaningful from the ground up with a team that values autonomy, accountability, and authenticity

Competitive compensation with growth potential, and flexibility to do your best work—wherever you are

Full-time

Hybrid remote