Wealth Management Associate

Job Description

Now Hiring: Associate Wealth Advisor (Direct Hire) – Denver, CO

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We’re partnering with a growing, purpose-driven wealth management firm to add an Associate Wealth Advisor (AWA) to their Denver team. This is a direct hire opportunity (not contract), offering a clear path toward stepping into a full Wealth Advisor role over time.

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This isn’t just another planning seat — it’s a chance to deepen client impact, take on more ownership, and grow into leadership within a highly collaborative environment.

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What You’ll Do

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• Partner with senior advisors on client strategy and meetings
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• Contribute directly to client conversations (not just sit in the room)
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• Build and analyze financial plans (cash flow, retirement, investments)
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• Act as a key point of contact for client questions and time-sensitive needs
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• Deliver a high-touch, thoughtful client experience
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• Collaborate across advisory teams and internal functions
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What We’re Looking For

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• ~5 years in wealth management or financial planning
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• Series 65 required
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• CFP® preferred (or willing to start within 6 months)
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• Strong communicator who can simplify complex situations
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• Analytical, detail-oriented, and steady under pressure
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• Someone who wants more responsibility—not just a bigger title
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Why This Role Stands Out

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• Clear trajectory toward Wealth Advisor
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• Strong mentorship and coaching culture
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• Collaborative, tight-knit team with firm-wide exposure
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• Flexible hybrid work environment
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• Values-driven organization focused on meaningful client relationships
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Ideal for someone who’s outgrown a purely support role and is ready to step into more visible, client-facing ownership—without being thrown in the deep end.

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If you’re open to hearing more (or know someone who should be), apply!

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#WealthManagement #FinancialPlanning #DenverJobs #Hiring #CFP #FinanceCareers

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