Servicing Advisor - Wealth Management

Servicing Advisor

Location: Grand Junction, Colorado (In Person)About EdgeRock Wealth Management

EdgeRock Wealth Management is a high-growth, client-centric RIA built on a foundation of performance, transparency, and unwavering service. We’re scaling fast, and we believe the key to growth is not just attracting new clients—but delivering a best-in-class experience to every household we serve.

We hire talented, motivated professionals who are already succeeding—but want more: more ownership, more challenge, and more opportunity to deliver real impact.

If you’re an experienced advisor who loves financial planning, client service, and building trust that lasts, and you want to be part of a tight-knit, high-performing team in Grand Junction, this role is for you.About the Role

As a Servicing Advisor, you’ll play a critical role in supporting our primary advisor(s) by ensuring our existing clients receive proactive, personalized care. You’ll be the go-to resource for client service, financial plan maintenance, and ongoing relationship management, helping us achieve our goal of maintaining sub-2% annual attrition while also deepening wallet share and identifying cross-selling opportunities.

You’re not just keeping clients happy—you’re actively growing relationships, strengthening loyalty, and delivering value that keeps them with us for the long haul.

This is an in-person role based in our Grand Junction office, working closely with advisors, paraplanners, and operations professionals to deliver a truly elevated client experience.Key Responsibilities

Serve as a primary point of contact for an assigned book of clients, building long-term relationships and ensuring needs are met

Support the lead advisor in ongoing client servicing as they focus on new business development

Conduct client review meetings, update financial plans, and ensure alignment with goals and risk tolerance

Collaborate with paraplanning and operations teams to ensure timely execution of service and operational requests

Maintain a deep understanding of client circumstances, proactively identify needs, and surface planning or product solutions

Support cross-sell efforts (insurance, banking, lending, etc.) and contribute to firm-wide growth goals

Monitor client satisfaction and retention metrics, and help drive initiatives to improve the client experience

Ensure CRM and internal systems (Salesforce, financial planning software, etc.) are updated and accurateWhat We’re Looking For

3+ years of experience in wealth management, financial planning, or private banking

Proven experience creating, presenting, and managing financial plans for clients

Excellent communicator—both in person and virtually—with a knack for simplifying complex topics

Licensed and credentialed (Series 65 required, CFP® preferred or in progress)

Strong planning and product knowledge across investments, insurance, retirement, and tax-aware strategies

Tech-savvy and comfortable working within a modern tech stack (Salesforce, eMoney/MoneyGuide, etc.)

High EQ with a service-first mentality—you thrive on trust, relationships, and follow-through

A team player who can collaborate across departments and contribute to a culture of accountability and excellenceWhy This Role? Why EdgeRock?

This is a unique opportunity for a licensed advisor who:

Loves client relationships but doesn’t want to live on the prospecting hamster wheel

Wants to work alongside a top-tier lead advisor and contribute to a firm that values team wins

Is excited to be part of a growing, entrepreneurial RIA in Grand Junction that blends structure with flexibility

Is looking to advance their career with room to grow into more responsibility and leadership over time

We live by our values:

Dedication – We show up every day to make a difference

Resourcefulness – We find a way forward, no matter the challenge

Empathy – We always put clients first

Tirelessness – We don’t settle for average—we aim for extraordinaryCompensation & Benefits

Competitive base salary, dependent on experience

Performance-based bonuses tied to retention, wallet share growth, and service excellence

Full benefits package – health, 401(k), PTO, and more

Ongoing training, licensing support, and opportunities for professional development

A voice at the table—we value insight, feedback, and new ideas

If you're an experienced advisor in the Grand Junction area and ready to deliver a gold-standard client experience while building a long-term career with a fast-growing RIA, we want to hear from you.