Associate Wealth Advisor

Location: Greenwood Village
Employment type: Direct Hire
Source: PEG Staffing job board (Bullhorn job 4226)

Job Title: Associate Wealth Advisor

Location: Denver, CO

Job Type: Direct Hire

Overview:

Growing, values-driven wealth management firm is seeking an Associate Wealth Advisor (AWA) to join their Denver team. This role offers a clear path to a full Wealth Advisor position, with strong mentorship and increasing client-facing responsibility. Ideal for someone ready to move beyond a support role into more ownership and impact.

Key Responsibilities:

- Partner with senior advisors on client strategy and meetings

- Participate directly in client conversations and relationship management

- Build and analyze financial plans (cash flow, retirement, investments)

- Serve as a point of contact for client inquiries and time-sensitive needs

- Deliver high-touch client service and experience

- Collaborate across advisory teams and internal departments

Qualifications:

- ~5 years of experience in wealth management or financial planning

- Series 65 required

- CFP® preferred or willingness to obtain within 6 months

- Strong communication skills; ability to simplify complex financial concepts

- Analytical, detail-oriented, and able to perform under pressure

- Motivated to take on increased responsibility and client ownership

Why This Opportunity:

- Clear growth path to Wealth Advisor

- Strong mentorship and coaching culture

- Collaborative, team-oriented environment

- Hybrid flexibility

- Mission-driven firm focused on meaningful client relationships

Notes:

Ideal for candidates ready to step into a more visible, client-facing role without being thrown into the deep end.

#IND5