Associate Advisor

Stordahl Capital Management, Inc.; Greenwood Village (CO); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive pay

401(k) with profit-sharing

Career growth

Culture of excellence

Job summary

Stordahl Capital Management, Inc. is seeking an entry-level Associate Advisor to join our client-focused advisory group. You’ll work directly with Lead and Senior Advisors, contributing to all aspects of client service and financial planning.

You will gain hands-on experience in investment strategies, financial modeling, tax and retirement planning, insurance and estate planning, charitable giving, and portfolio reporting, with a clear path toward becoming a Lead Advisor.

Qualifications

• Bachelor’s degree in Financial Planning or related field with strong academic record.
• Interest in beginning the CFP certification process.
• Attention to detail and accuracy.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to manage multiple priorities and deadlines, independently or collaboratively.

Responsibilities

• Prepare financial planning, asset allocation, and investment performance reports for client meetings.
• Support Lead and Senior Advisors in creating and assembling client-facing materials.
• Attend and participate in client meetings.
• Assist in implementing client recommendations.
• Conduct financial analyses across investment, tax, estate, and planning topics.
• Research investment strategies, tax planning, estate planning, employee benefits, and financial markets.
• Manage workflow, prioritize projects, and ensure timely deliverables.
• This is not a sales role.

Skills

Attention to detail

Interpersonal communication

Verbal communication

Written communication

Multi-tasking

Independent & collaborative work

Integrity & professionalism

CFP certification process interest

Education

Bachelor’s degree in Financial Planning (strongly preferred)

Bachelor’s degree in business, economics, or related field

Job description

Stordahl Capital Management is seeking an entry-level Associate Advisor to join our growing team. This is a unique opportunity to immediately become an integral part of our client-focused advisory group. As an Associate Advisor, you’ll work directly with Lead and Senior Advisors, contributing to all aspects of client service and financial planning.

We offer a supportive, flexible work environment, competitive compensation, a robust benefits package, and a clear career path toward becoming a Lead Advisor. If you are compassionate, intellectually curious, and committed to excellence, we’d love to meet you.

Key Responsibilities

As an Associate Advisor, you will:

• Prepare financial planning, asset allocation, and investment performance reports for client meetings.
• Support Lead and Senior Advisors in creating and assembling client-facing materials.
• Attend and participate in client meetings.
• Assist in implementing client recommendations.
• Conduct financial analyses across investment, tax, estate, and planning topics.
• Research investment strategies, tax planning, estate planning, employee benefits, and financial markets.
• Manage workflow, prioritize projects, and ensure timely deliverables.
• This is not a sales role.

You will gain hands-on experience in:

• Investment strategies
• Financial modeling and asset allocation
• Tax and retirement planning
• Insurance and estate planning
• Charitable giving
• Financial and portfolio reporting

Qualifications

• Bachelor’s degree from a university with a Financial Planning program (strongly preferred), or a degree in business, economics, or a related field with a strong academic record.
• Interest in beginning the CFP® certification process.
• Strong attention to detail and accuracy.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to manage multiple priorities, meet deadlines, and work both independently and collaboratively.
• Caring and client-centered mindset, with integrity, honesty, and professionalism.

Why Join SCM?

We are dedicated to helping both our clients and our team thrive. SCM offers:

• Competitive compensation package.
• A robust 401(k) with profit-sharing plan.
• Professional growth opportunities with a well-defined career track.
• A culture that values compassion, curiosity, and excellence.

Stordahl Capital Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stordahl Capital Management, Inc. unless a client service agreement is in place.