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Associate Wealth Advisor — Licensing & 3-Year Lead Path
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-08-02
Listing for:
Wisepath Group
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Wisepath Group, through Wisepath Recruiting, is seeking a finance-advisory professional to support Senior Advisors in macroeconomic modeling and client planning. The role combines client engagement with back-office coordination in a growth-focused wealth management practice.
Ideal candidates have 1–3 years in banking or insurance sales, a Life & Health license (or willingness to obtain), and excellent listening skills. A hybrid work arrangement and structured development program are provided.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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