We are currently in search of a dedicated
Associate Wealth Advisor to join our team of bank partners in the
Denver Metro Area marketplace.
Essential Functions:- Working closely with the Sr Wealth Advisors and Regional Wealth Advisors to help develop tailored client solutions, support the delivery of comprehensive wealth management strategies and will train to gradually assume greater client relationship responsibilities.
- Partners closely with regional leadership, business development teams, internal referral partners and lines of business to identify opportunities and strengthen relationships.
- Responsibilities include but are not limited to preparing client presentations, proposals, performance reports, meeting summaries, assisting with client onboarding, account maintenance, documentation requirements, supporting financial planning activities such as cash flow analysis, retirement projections, education funding strategies, scenario planning, proactive client outreach, prospect research, new business proposal development, data quality initiatives, reporting accuracy, and workflow efficiency.
- The role actively participates in structured training, mentorship programs, and professional development opportunities, including shadowing and participating in client meetings to build advisory and relationship management capabilities.
- Additional responsibilities may include conducting client meetings and maintaining accurate client records within CRM and workflow systems.
- May be expected to assist and help Regional Advisors partner with both Planning Engagements and Portfolio Management as required by client engagement demands.
- Other duties may be assigned as needed.
Qualifications:- Requires a Bachelor's degree in Finance, Economics, Business, Accounting, Financial Planning, or a related field and 2+ years of experience in wealth management, banking, asset management, financial planning, investment management, or a related financial services role. A combination of education and experience may meet requirements.
- Securities and Insurance licenses required--Series 65, 63 and 7.
- Opportunity to have licensing sponsored if completed successfully within 180 days.
- Working knowledge of investments, portfolio construction, financial planning concepts, and client relationship management.
- Experience using CRM platforms and financial planning or portfolio management software.
- Exposure to client meetings, investment research, or advisor support activities. Strong analytical, organizational, and problem-solving skills.
- Excellent attention to detail and ability to manage multiple priorities.
- Strong written and verbal communication skills. Proficiency with Microsoft Excel, PowerPoint, and other business applications.
- Demonstrated professionalism, intellectual curiosity, and commitment to continuous learning.
Pay Range: $75,000 to $120,000 plus annual discretionary bonus (based upon relatable skills/experience).
This position is in-office, on-site work is an essential function of the Associate Wealth Advisor position and is not eligible for hybrid or remote work arrangements.
Benefits:- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits, including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
