Job Description
Servicing Advisor #128205; 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 accurate
What 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 excellence
Why 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 extraordinary
Compensation & 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 .
Job Tags
Similar Jobs
Amazon Stores
Operations is at the heart of Amazons business. We are known for our speed, accuracy, and exceptional service. Our buildings deliver... ...equipment reliability and operational performance in our fulfillment centers by providing proactive controls automation and technical...
DSI Groups
...potential is unlimited, based on your effort and results. - Work Remotely This is a remote opportunity, with the option for in-person... ...to work independently and manage your own schedule -No experience required well help you get licensed!-Reliable internet connection...
OSI Engineering
...motivated and detail-oriented individual to join our team as an Entry-Level Cellular Tester. In this role, you will support field and lab testing of next-generation smartphones and devices, gaining hands-on experience in 5G and LTE technologies. This is an excellent...
Tutor Me Education
...Job Description Job Description Tutor Me Education is reshaping how students learn. We are looking for online instructor/tutor with experience tutoring/teaching LSAT Exams and/or Law Courses to provide 1:1 or group instruction to students all across the country!...
PureGreen Land Group
...Job Description Job Description As an Irrigation Manager in our commercial landscape company, you will play a pivotal role in leading our Irrigation division. Irrigation Managers will meet with clients, when necessary, develop proposals, cost estimates, schedule and...