Wealth Management Associate

Posted 3 days ago

peg staffing recruitingEnglewood (CO)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About 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 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

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