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Wealth Planning Associate

Job in Durango, La Plata County, Colorado, 81302, USA
Listing for: Baird
Full Time position
Listed on 2025-12-08
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
An established industry player is seeking an Associate Financial Advisor to provide specialized services in wealth management. In this dynamic role, you will work closely with financial advisors to create tailored financial plans, engage clients, and help build a strong client base. This position offers the chance to participate in meaningful client interactions while promoting a culture that values teamwork and work-life balance.

With a competitive salary range and bonus potential, this opportunity is perfect for motivated individuals eager to make a significant impact in the financial sector.
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Position Requirements
10+ Years work experience
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