About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, a confidential investment advisory firm (wealth management).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is hiring an Associate Advisor to join its advisory team in Greenwood Village, CO. This is an entry-level, client-service focused role working closely with Lead and Senior Advisors to support financial planning and portfolio management. This is not a sales role.

• Prepare financial planning, asset allocation, and investment performance reports for client meetings
• Support Lead and Senior Advisors in creating and assembling client-facing materials
• Attend and participate in client meetings and follow-up activities
• Assist in implementing client recommendations and monitoring ongoing plan progress
• Conduct financial analyses across investment, tax, estate, and planning topics
• Research investment strategies, tax planning, estate planning, employee benefits, and market developments
• Manage workflow, prioritize projects, and ensure timely, accurate deliverables

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You’ll Gain Hands‑On Experience In

• Investment strategies and asset allocation
• Financial modeling and portfolio reporting
• Tax, retirement, insurance, and estate planning
• Charitable giving and wealth transfer strategies
• Client communication and advisor support workflows

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Who You Are (Qualifications)

• Bachelor’s degree — Financial Planning program strongly preferred, or degree in business, economics, or related field with a strong academic record
• Interest in beginning the CFP® certification process
• Strong attention to detail and accuracy
• Excellent interpersonal, verbal, and written communication skills
• Ability to manage multiple priorities, meet deadlines, and work independently and collaboratively
• Caring, client-centered mindset with integrity, honesty, and professionalism

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Compensation & Benefits

• Estimated pay: $61,917 per year (estimated)
• Competitive compensation package and comprehensive health insurance
• Robust 401(k) with profit-sharing plan
• Clear career path and professional growth opportunities toward a Lead Advisor role
• Supportive culture that values compassion, curiosity, and excellence

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Why Join Our Client

Confidential Client (investment advisory / wealth management) is committed to helping clients and team members thrive. You’ll join a collaborative advisory practice with structured mentoring, meaningful client work, and a clear pathway to develop technical and client-facing advisor skills.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.