CONNECT

Address:

801 Main Street, Ste. 300
Louisville, CO 80027

Phone:

720-625-3300

Fax/Other:

720-625-3349

Trailhead Careers

If you're looking to expand your professional experience in the independent financial industry, Trailhead Wealth Management, LLC offers a unique environment to build relationships with clients, and provide them with exceptional financial guidance.

 

Check this page often to see what career opportunities we currently have available.

 

For inquiries on available positions listed below, please contact us here

 

 

 


Branch Concierge

Expectations

  1. Provide our clients with EXCEPTIONAL SERVICE
  2. ADVISE clients and Trailhead Wealth Management (TWM) Team on important items
  3. SIMPLIFY clients’ and TWM Team Members’ lives

Duties

  1. CLIENT HOSPITALITY
    1. Field incoming calls and prioritize client/prospect needs 
    2. Initiate outgoing calls for client scheduling and follow-up needs
    3. Greet office visitors and develop rapport
    4. Client milestone recognition  
  2. OFFICE MANAGEMENT
    1. Help foster and develop TWM Team culture
    2. Serve in “Concierge” role to greet clients and visitors
    3. Assist with office supply management
    4. Manage incoming and outgoing mail
  3. OPERATIONS
    1. Assist with the operational fulfillment of client needs 
    2. Assist in adhering to administrative requirements
    3. Light filing requirements
    4. Various other projects, as needed 

Job Requirements

  1. Strong interpersonal and organizational skills with emphasis on clear communication 
  2. Hospitality experience
  3. Ability to multi-task in a fast-paced environment 
  4. Part-time hours preferred (25-30 hours/week)

Compensation and Benefits

  1. Base salary is attributable to satisfactory fulfillment of Expectations delineated above  
  2. Incentive Compensation is driven by two Components and will be evaluated regularly: 
    1. Individual Performance
    2. Business Profitability 
  3. Generous benefits package
  4. PTO commensurate with industry experience/longevity
  5. Fun, flexible work environment

 


 

 

 

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals