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Financial Consultant Financial Advisor

Licensed Financial Advisor Assistant — Client Ops

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: Triumph Capital Management
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 75000 - 135000 USD Yearly USD 75000.00 135000.00 YEAR
Job Description & How to Apply Below
Triumph Capital Management in Denver, CO, is seeking a Licensed Financial Advisor Assistant to support the CEO’s advisory practice. This role requires 2+ years of experience in financial services and proficiency in custodial workflows such as Schwab Advisor Center or Fidelity Wealthscape. Key responsibilities include managing client service requests and maintaining accurate records. The compensation ranges from $75,000 to $135,000 based on experience and qualifications.

Additional benefits include competitive compensation, 401(k), health insurance, and PTO.
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