Associate Wealth Advisor
$80,000–$92,000 year
On-site · Denver, Colorado, United States
Job Summary
Associate Wealth Advisor to develop financial plans, advise on retirement, tax, estate, risk management, and investments; lead client relationships; independently communicate with clients via emails, calls, and presentations; collaborate with Portfolio Management to approve and execute portfolios; utilize CRM and custodian platforms; lead development of financial planning recommendations and support advisory-team strategic priorities; contribute to business development and delivering high levels of client service.
Required Qualifications
- Bachelor’s Degree
- Series 65 or equivalent
- CFP® or equivalent (ChFC or CPA + PFS) preferred
- 4+ years of financial service experience
- Proven experience in financial analysis, modeling, and strategic planning
- Strong understanding of investment strategies, risk management, tax planning, and estate planning
- Excellent analytical skills and attention to detail
- Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
- Team-orientated approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Proficiency in financial software and tools for modeling and analysis, as well as CRM tools
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