Associate Wealth Advisor — Licensing & Lead Path
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
We would love to welcome a new Associate Wealth Advisor — Licensing & 3-Year Lead Path to our team in Denver, CO, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Associate Wealth Advisor — Licensing & 3-Year Lead Path role in the description above.
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