📍 Location: Grand Junction, Colorado (In Person)
About EdgeRock Wealth ManagementEdgeRock 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 RoleAs 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 ResponsibilitiesThis is a unique opportunity for a licensed advisor who:
We live by our values:
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 .
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