[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-261381-105":3,"detail-sidebar-cat-1-en-105":80,"doc-detail-261381-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":73,"head_meta":75,"extra_data":77,"updated_unix":79},105,"en","director-of-wealth-management","Director of Wealth Management","","This document outlines a job posting for a Director of Wealth Management at a Certified Public Accounting Firm in Colorado Springs, CO. The role involves delivering fee-only wealth management services, assisting clients with financial planning and investment strategies, and integrating wealth management marketing into existing firm campaigns. The position requires a Bachelor's Degree with a Certified Financial Planner (CFP) designation and at least 3 years of experience in financial planning and wealth management. A clean compliance record and alignment with Advisers Investment Management, Inc.'s investment philosophy are essential. The firm emphasizes strategic global asset allocation with both active and passive management, prioritizing downside protection and upside potential. An existing book of business that can be transferred is considered a plus. The compensation structure includes a salary with potential for unlimited income. Contact information for Rollyn L. Wild, President of Advisers Investment Management, Inc., is provided for inquiries.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/general/","General",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/director-of-wealth-management/261381/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/director-of-wealth-management/261381.png","ImageObject",442,249,{"name":42,"@type":43},"Mimi","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-20","2026-09-14",true,{"@type":52,"interactionType":53,"userInteractionCount":30},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"What are the primary responsibilities of the Director of Wealth Management?","Question",{"text":62,"@type":63},"The Director of Wealth Management will deliver fee-only wealth management services, assist clients in defining goals, setting asset allocation policy, and selecting investment portfolios, and perform client service activities.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What qualifications are required for this position?",{"text":67,"@type":63},"Candidates must possess a Bachelor's Degree with a Certified Financial Planner (CFP) designation and have a minimum of 3 years of experience in delivering financial planning and wealth management services, along with a clean compliance record.",{"name":69,"@type":60,"acceptedAnswer":70},"What is the investment philosophy of Advisers Investment Management, Inc.?",{"text":71,"@type":63},"The firm's investment philosophy involves strategic global asset allocation implemented through a combination of active and passive management, with an emphasis on downside protection and upside potential.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},261381,1789352628,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,113,118,123],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":4,"slug":125},158,"general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":124,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":30,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":22,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":79,"read_time":4},2336477974920,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Director of Wealth Management  \nEmployer: Certified Public Accounting Firm  \nLocation: Colorado Springs, CO  \nCompensation: Salary with transition to unlimited income potential  \nJob Description:  \nDeliver fee only wealth management services to the clients of a well established CPA firm. Assist clients in defining goals and objectives, setting asset allocation policy, and selecting investment portfolio. Perform client service activities. Integrate wealth management marketing into firm’s existing campaigns and plans. Educate and train the firm’s staff about wealth management and how to identify opportunities with clients. Develop goals for market penetration, assets under management, revenue, and client retention.  \nRequirements:  \nBachelors Degree with the Certified Financial Planner Designation. A minimum of 3 years experience delivering financial planning and wealth management services to clients. Clean compliance record. Share the investment philosophy of Advisers Investment Management, Inc.(strategic global asset allocation implemented using active and passive management) .  \nAn existing book of business that could be transferred is a plus.  \nContact:  \nRollyn L. Wild, President  \nAdvisers Investment Management, Inc.  \n1255 Lake Plaza Drive, Suite 244  \nColorado Springs, CO 80906  \nrwild@thecompletesolution.com  \n719-540-9990 or 800-676-5496  \nP r o v i d i n g a M a r g i n o f S a f e t y  \nwith an investment process that emphasizes downside protection as well as upside potential","cbCaiqdX9duffvVc","https://ap.wps.com/l/cbCaiqdX9duffvVc","pdf",128334,"English","# Job Description\n## Requirements\n## Contact","[{\"question\":\"What are the primary responsibilities of the Director of Wealth Management?\",\"answer\":\"The Director of Wealth Management will deliver fee-only wealth management services, assist clients in defining goals, setting asset allocation policy, and selecting investment portfolios, and perform client service activities.\"},{\"question\":\"What qualifications are required for this position?\",\"answer\":\"Candidates must possess a Bachelor's Degree with a Certified Financial Planner (CFP) designation and have a minimum of 3 years of experience in delivering financial planning and wealth management services, along with a clean compliance record.\"},{\"question\":\"What is the investment philosophy of Advisers Investment Management, Inc.?\",\"answer\":\"The firm's investment philosophy involves strategic global asset allocation implemented through a combination of active and passive management, with an emphasis on downside protection and upside potential.\"}]","Director of Wealth Management | PDF"]