Associate Wealth Advisor (Denver, CO)
Core
Associate Wealth Advisor supporting Senior Advisors in delivering comprehensive financial planning, investment management, tax, and estate planning solutions to families.
Role type
Associate Wealth Advisor (developmental IC)
Builds
Comprehensive financial plans and integrated wealth management solutions
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, Investment management, Tax planning, Estate planning, Client relationship management, Compliance knowledge, Financial analysis, Portfolio review, Financial software proficiency
Preferred skills
Sales aptitude, Entrepreneurial spirit, Master's degree
Technologies
Financial planning software
Responsibilities
Prepare comprehensive financial plans reflecting client goals and circumstances, Participate in client meetings and follow-ups to ensure high-touch experience, Collaborate with internal partners (portfolio management, tax, estate) to deliver integrated solutions, Anticipate Senior Advisor needs and manage workflow deliverables, Build technical and relational capabilities with expectation of increased client ownership, Translate complex financial concepts into client-friendly materials, Ensure adherence to compliance and regulatory policies
Seniority
Associate (Developmental, 5+ years experience)