Associate Wealth Advisor

Quality Talent Group
Any Location, CO
Category Finance
Job Description
Join a collaborative wealth management team and work with high-net-worth clients to deliver comprehensive wealth management advice. Collaborate with Wealth Advisors, prepare customized financial plans and portfolios, and build meaningful client relationships.

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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