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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Position overview

This entry-level Wealth Management Associate role with a confidential client offers a structured path into financial advising with formal training, FINRA sponsorship, and immediate client-facing experience. The position requires in-office presence in Glendale, CO and is a full-time opportunity that combines stable pay during initial training, commission upside, and benefits eligibility.

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What You’ll Do

• Build and maintain client relationships through outreach, networking events, and proactive follow-up
• Support development of personalized financial strategies based on client goals and risk tolerance
• Assist in portfolio reviews, account maintenance, and documentation for client recommendations
• Present and explain financial products and services in compliance with firm policies
• Track client progress and coordinate next steps with advisors and mentors
• Participate in joint work with senior advisors and engage in ongoing training and mentorship

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Skills & Experience (required / preferred)

• Bachelor’s degree or equivalent work experience
• Willingness to pursue or hold licenses: State Life & Health, SIE, Series 7, Series 66 (sponsorship provided)
• Strong verbal and written communication skills; comfortable in client-facing roles
• Entrepreneurial mindset with high personal accountability and values-driven approach
• Ability to collaborate with a team and learn from experienced advisors
• Must be authorized to work in the United States

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Training & Career Development

• FINRA sponsorship for required licensing (SIE, Series 7, Series 66) provided by the confidential client
• Comprehensive Preliminary Employment Period (PEP) — 120 days of hands-on training
• Access to virtual learning resources and mentorship from local leadership
• Personalized coaching, joint client work, and leadership development opportunities
• Support to pursue professional credentials (CFP®, ChFC, and other firm programs)

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Compensation & Benefits

• Sign-on payment eligibility: $250–$1,000 after signing the PEP agreement and completing required company-sponsored FINRA licensing/registrations within the 120-day timeline
• Stable pay during initial period: structured biweekly stable pay of $31,700 annually for up to the first 24 months (based on a 40-hour workweek)
• Estimated total compensation indicator (source posting): $80,000 per year (jobs estimate)
• Eligible to earn commissions and performance bonuses after PEP completion
• Benefits eligibility includes health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and transportation reimbursement programs (subject to program terms)

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Work environment & schedule

• In-office presence required in Glendale, CO
• Flexible scheduling to support productivity and work-life balance
• Team-oriented culture focused on professional growth and community impact

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Legal & compliance notes

• This posting replaces any direct employer name with "confidential client" to protect hiring confidentiality.
• Applicants must be authorized to work in the U.S.
• The confidential client will sponsor required FINRA licensing where applicable.
• The role is open continuously; no specific application deadline was provided.

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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.