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Associate Wealth Advisor
Quality Talent Group
Castle Rock, CO
Category
Finance
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Job Description
Our client, a privately held national firm in the financial services and wealth management industry, was founded in 2006. With a broad U.S. footprint, the organization and its affiliates advise on over $560B in assets, supporting high-net-worth clients through comprehensive, integrated wealth solutions.
Requirements
Bachelor’s degree
2+ years of experience in financial planning, accounting, legal, or related professional services
Series 65 or CFP required
Benefits
Competitive pay with a base salary range of $63,000 – $108,000 annually
Eligibility for incentive-based compensation programs
Innovative, collaborative workplace with strong work-life balance
Ongoing professional development, training, and growth opportunities
Inclusive culture committed to diversity and community engagement
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