📍 Location: Grand Junction, Colorado (In Person)

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.

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.

• 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

• 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

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

• 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 .