Associate Wealth Advisor

Quality Talent Group
Highlands Ranch, CO
Category Finance
Job Description
Our client, a privately held national firm in the financial services and wealth management industry, is seeking an Associate Wealth Advisor to join their team. The role involves delivering comprehensive wealth management advice to high-net-worth clients, preparing customized financial plans, and supporting client needs.

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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