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, Financial Services / 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

As a Wealth Management Associate (Entry-level) for our confidential client you will support client-facing financial professionals and help clients pursue their financial goals. Responsibilities include:

• Build and nurture client relationships through networking, outreach and timely follow-up
• Assist with portfolio management activities and client progress tracking
• Help gather client information, document financial objectives and risk tolerance
• Support preparation of personalized financial recommendations and product consultations
• Participate in client meetings and joint work alongside senior advisors
• Maintain in-office collaboration with the team (in-office presence required)
• Follow compliance processes and support licensing/registration tasks

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Qualifications

• Bachelor’s degree or equivalent professional experience
• Interest in obtaining or holding required industry licenses (State Life & Health, SIE, Series 7, Series 66)
• Values-driven, entrepreneurial mindset with a desire to positively impact clients’ lives
• Strong interpersonal and written/verbal communication skills; professional confidence
• Ability to collaborate with and learn from top performers
• Must be authorized to work in the United States (no employer sponsorship implied unless stated)

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Training & Development

Our confidential client provides structured training and ongoing development to help you build a career in wealth management:

• FINRA sponsorship provided where required for licensing
• Preliminary Employment Period (PEP): a comprehensive 120-day hands-on training program
• Access to Virtual University learning resources and continuous education
• Mentorship, joint client work and personalized coaching from local leaders
• Leadership Development School and support to pursue CFP®, ChFC and other credentials

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Compensation & Benefits

• Estimated annual compensation (site estimate): $82,597 per year (estimated)
• Sign-on payment eligibility: $250–$1,000 after signing the PEP agreement and completing required company-sponsored FINRA registrations
• Stable pay during initial ramp: structured biweekly pay (example: $31,700 annually during early employment period)
• Opportunity to earn commissions and performance bonuses in addition to stable pay
• Benefits eligibility for eligible financial professionals: health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance and transportation reimbursement programs (subject to terms)

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Location & Work Authorization

• Location: Glendale, CO — in-office presence required
• This role requires authorization to work in the United States. Applicants who meet work-authorization requirements are encouraged to apply.

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About the Industry

This role is in Financial Services / Wealth Management supporting client-focused financial planning and portfolio services within the confidential client’s advisor network.

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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.