Associate Wealth Advisor - Client Relationships & Planning

JCW Group; Denver (CO); On-site; USD 65,000 - 90,000; Full time

Job summary

JCW Group in Denver is seeking an Associate Advisor to support Lead Advisors in financial planning, client service, and relationship management. The role focuses on preparation for meetings, developing financial plans, and delivering client materials with a client-first mindset.

The successful candidate will gain exposure to investment research, planning tasks, and gradual responsibility for client relationships as experience grows.

Qualifications

• 3–5 years of experience in wealth management or financial planning.
• CFP designation or currently studying toward the CFP.
• Strong communication and interpersonal skills.
• Comfortable working closely with senior advisors and taking initiative.
• No expectation or requirement for business development or an existing book of business.

Responsibilities

• Support Lead Advisors with financial planning, client service, and relationship management.
• Prepare for client meetings, develop financial plans, and follow up on client needs.
• Assist with investment and planning-related research, analysis, and preparation of client materials.
• Participate in client meetings and gradually take on greater responsibility with client relationships.
• Progress toward managing an individual client base as experience and capabilities grow.
• Leverage the firm's marketing resources and lead-generation process.

Skills

Client service

Wealth management

Relationship management

Communication skills

Education

CFP designation / studying CFP

Job description

JCW Group in Denver is seeking an Associate Advisor to support Lead Advisors in financial planning, client service, and relationship management. The role focuses on preparation for meetings, developing financial plans, and delivering client materials with a client-first mindset.

The successful candidate will gain exposure to investment research, planning tasks, and gradual responsibility for client relationships as experience grows.