Wealth Management Associate

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. 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. What You’ll Do Partner with senior advisors on client strategy and meetings Contribute directly to client conversations (not just sit in the room) Build and analyze financial plans (cash flow, retirement, investments) Act as a key point of contact for client questions and time-sensitive needs Deliver a high-touch, thoughtful client experience Collaborate across advisory teams and internal functions ~5 years in wealth management or financial planning Series 65 required CFP preferred (or willing to start within 6 months) Strong communicator who can simplify complex situations Analytical, detail-oriented, and steady under pressure Someone who wants more responsibility—not just a bigger title Why This Role Stands Out Clear trajectory toward Wealth Advisor Strong mentorship and coaching culture Collaborative, tight-knit team with firm-wide exposure Flexible hybrid work environment Values-driven organization focused on meaningful client relationships 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. If you’re open to hearing more (or know someone who should be), apply! #J-18808-Ljbffr PEG Staffing & Recruiting