Wealth Management Associate
PEG Staffing & Recruiting, Denver, CO, United States
We’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
~5 years in wealth management or financial planning
Series 65 required
CFP 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!
#J-18808-Ljbffr
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
~5 years in wealth management or financial planning
Series 65 required
CFP 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!
#J-18808-Ljbffr