Private Wealth Associate | Denver

Private Wealth Associate

We are seeking a driven, client-focused Private Wealth Associate who is eager to grow into a long-term advisory role. This position is ideal for someone who enjoys being hands-on with financial planning, values meaningful client relationships, and wants a clear path toward deeper advisory influence over time.

You will partner closely with a Private Wealth Advisor, playing a critical role in preparing, delivering, and evolving holistic financial plans—while progressively stepping into more client-facing and advisory responsibilities.

This is more than a service role—it’s an opportunity to build toward an advisory future while making a real impact from day one.

• Serve as a trusted point of contact for inbound client requests
  , ensuring timely, thoughtful follow-up.
• Step in seamlessly to support clients when the advisor is in meetings or unavailable.
• Build confidence answering increasingly complex client questions as your planning knowledge deepens.
• Communicate directly with clients—this role is designed for someone who wants to be seen, heard, and trusted by clients over time.

• Independently managing inbound servicing needs
• Confidently supporting clients during advisor meetings
• Demonstrating strong ownership of client situations and planning details

• Prepare client cases and materials for meetings, including planning updates, portfolio reviews, and scenario analysis.
• Build, maintain, and refine holistic financial plans for new and existing clients.
• Execute trades and implement planning updates with precision and care.
• Translate client goals into actionable strategies across:
  • Investments & portfolio construction
  • Retirement planning & income distribution
  • Estate planning concepts
  • Insurance analysis (Life, Disability, Long-Term Care)
  • Cash flow & liability management
  • Tax-aware strategies
  • Education funding
  • Major purchases & long-term savings goals
  • Business planning considerations

• Partner closely with the Private Wealth Advisor to refine recommendations and elevate client outcomes.
• Gradually take on greater advisory influence
  , including participation in plan delivery and client education.
• Over time, assume responsibility for select client relationships as trust and expertise grow.
• Contribute ideas to improve planning workflows, service models, and client experience.

• Leverage industry-leading tools to support planning and execution, including:
  • Envestnet
  • NetX
    360
  • eMoney
• Ensure client data, plans, and interactions are accurately documented in the CRM.

This role is built for someone who wants to grow, lead, and make an impact:

• Bachelor’s degree required
• CFP® designation strongly preferred (or actively pursuing)
• Experience supporting high-net-worth or mass-affluent clients
• Comfortable and confident interacting directly with clients
• Curious, coachable, and motivated to expand advisory responsibilities
• Detail-oriented with strong follow-through
• Clear communicator who enjoys translating complex concepts into client-friendly language

• A clear path to expanded advisory responsibility and relationship ownership
• Mentorship from an experienced Private Wealth Advisor
• Direct exposure to complex planning scenarios and meaningful client relationships
• A culture that values growth, accountability, and continuous improvement
• The opportunity to build a career—not just fill a seat

Compensation is aligned with experience and growth trajectory, offering predictable income with performance-based upside tied to both individual development and team success.

• Health insurance
• 401(k) with match
• Disability insurance
• Paid time off