Associate Financial Advisor

Strategic People Advisors; Denver (CO); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

Licensing sponsorship

Training program

Path to Lead Advisor

Hybrid work model

Job summary

Strategic People Advisors in Denver is seeking an Associate Financial Advisor to join a premier wealth management team. You will work directly with a Senior Partner, analyzing client data and supporting strategy design in active client cases.

This role emphasizes integrated learning, licensing sponsorship, and a clear three-year track to Lead Advisor status within a hybrid work model. The opportunity includes performance bonuses and joint-work payout splits.

Qualifications

• 1–3 years of experience in banking, insurance, or consultative client-facing sales.
• FINRA Series 7 and Series 66 (or Series 6 and 63) highly preferred.
• Active Life & Health Insurance license or must be obtained within 30 days of hire.
• High coachability and strong active-listening and collaboration skills.

Responsibilities

• Support Senior Advisors in analyzing client data and preparing macroeconomic models.
• Assist in client meetings with administrative follow-ups, case implementation, and annual reviews.
• Manage existing client relationships and address daily inquiries with professionalism.
• Collaborate on local business development, workshops, and educational marketing events.

Skills

Active listening

Collaborative mindset

Client relationship management

Financial analysis

Education

FINRA Series 7/66

Life & Health Insurance License

Job description

About Strategic People Advisors

Strategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor. This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team.

Position Overview

This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.

Key Responsibilities

• Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
• Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
• Manage existing client relationships, addressing daily operational inquiries with high professional standards.
• Collaborate with the team on local business development, group workshops, and educational marketing events.

Requirements

• FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
• Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
• 1–3 years of experience in banking, insurance, or consultative client-facing sales.
• High coachability, strong active-listening skills, and a collaborative mindset.

Compensation & Professional Development

• Competitiveincome/plus performance-based bonuses and joint-work splits.
• Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
• $50,000.00 - $100,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

This position operates on a professional hybrid schedule once initial training and licensing are completed.

For more information about our candidate process, visit us at https://www.strategicpeopleadvisors.com/.