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Wealth Management Associate

L5

peg staffing recruitingEnglewood, CO3 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
🚨 Now Hiring: Associate Wealth Advisor (Direct Hire) – Denver, COWe’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🎯 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 OutClear 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 #DenverJobs #Hiring #CFP #Finance Careers
Apply now
Apply now

Level

SeniorL5

Location

Englewood, CO

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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