Wealth Management Associate
peg staffing recruitingEnglewood, CO
Wealth Management Associate
peg staffing recruitingEnglewood, CO
4 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
🚨 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
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JOB OVERVIEW
Experience level
Senior
Location
Englewood, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
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