Wealth Management Associate

💼 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🎯 What We’re Looking For~5 years in wealth management or financial planning Series 65 requiredCFP® 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!#Wealth Management #Financial Planning #Denver Jobs #Hiring #CFP #Finance Careers