Associate Financial Advisor to Lead Advisor & Ownership Path

Cohesion Wealth Management; Broomfield (CO); On-site; USD 70,000 - 100,000; Full time

Job summary

Cohesion Wealth Management is seeking an Associate Financial Advisor who aims to become an exceptional Lead Advisor. You will begin by working with a Managing Partner and gradually take on more responsibility, including client meetings, planning, and follow-up.

As you grow, responsibilities expand toward retirement, tax, and estate planning, with a defined path to ownership and partnership. This role emphasizes growth without cold prospecting, focusing on deep client relationships.

Qualifications

• 3+ years of experience in wealth management or financial planning.
• CFP designation (or actively pursuing) required.
• Strong listening, communication, and relationship-building skills.

Responsibilities

• Prepare financial plans and client meeting materials.
• Support retirement income and distribution planning.
• Use planning tools to identify tax planning opportunities.
• Support estate planning and document creation.
• Manage client follow-up and action items.
• Assist with new accounts, transfers, and other operational needs.
• Develop the technical and relationship skills to become a primary advisor.

Skills

Wealth management experience

Client relationship skills

Communication

Coachability & self-awareness

Education

CFP designation

Job description

Cohesion Wealth Management is seeking an Associate Financial Advisor who aims to become an exceptional Lead Advisor. You will begin by working with a Managing Partner and gradually take on more responsibility, including client meetings, planning, and follow-up.

As you grow, responsibilities expand toward retirement, tax, and estate planning, with a defined path to ownership and partnership. This role emphasizes growth without cold prospecting, focusing on deep client relationships.