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, Accounting & Finance.

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 seeking motivated, client-focused candidates to join their wealth management team. In this role you will:

• Build and nurture client relationships through networking, outreach and regular communication
• Support portfolio management and monitor client progress toward goals
• Gather client information and help translate financial objectives into actionable recommendations
• Advise clients on financial products and services appropriate to their needs
• Coordinate with senior advisors and support teams to deliver excellent client service
• Maintain accurate records and follow compliance processes — in-office presence required

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Responsibilities

• Conduct client discovery and maintain ongoing client communication
• Assist with development of tailored financial strategies based on goals and risk tolerance
• Prepare client-facing materials and support presentations at events or meetings
• Track client activity and progress; escalate opportunities to senior advisors
• Participate in business development and networking activities to grow client base

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Skills & Experience

• Bachelor’s degree or equivalent experience preferred
• Licensing: State Life & Health, SIE, Series 7, Series 66 (or willingness to pursue; FINRA sponsorship provided)
• Strong interpersonal and communication skills; confidence in client-facing settings
• Entrepreneurial mindset with a drive to help others and grow professionally
• Ability to collaborate with and learn from top performers
• Must be authorized to work in the United States

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Training & Development

• FINRA sponsorship for required licensing
• Preliminary Employment Period (PEP): 120-day hands-on training program
• Access to virtual learning resources and mentorship from local leadership
• Ongoing coaching and opportunities for leadership development
• Support and encouragement to pursue professional designations (e.g., CFP®, ChFC)

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Compensation & Benefits

The source posting includes published compensation estimates and program details:

• Estimated pay (Adzuna): $73,840 per year (estimated)
• Stable pay program during initial stages: structured support based on a 40-hour workweek with $31,700 annually (for up to first 24 months, per source)
• Sign-on payment eligibility: $250–$1,000 after signing the PEP agreement and successful completion of company-sponsored required FINRA licenses and registrations (per source)
• Eligible to earn commissions and bonuses in addition to stable pay
• Benefits eligibility (subject to program terms): health, dental and vision insurance; 401(k); Employee Stock Purchase Plan (ESPP); disability and life insurance; transportation reimbursement programs

Note: the posting does not substitute a formal offer. Exact compensation and benefits will be provided by the hiring organization during the offer stage.

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Our Impact & Culture

Confidential Client values diversity, community engagement and professional growth. Employees participate in wellness and volunteer programs and have access to employee resource groups and scholarship or community initiatives. Expect a supportive environment focused on client impact and long-term advisor development.

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Additional Details

• Employment type: Full-time
• Location: Denver, CO — in-office presence required
• Application: ongoing recruitment; no fixed close date listed
• Work authorization required: must be authorized to work in the United States

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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.