Associate Wealth Advisor: Growth Path in Wealth Management

Class VI Partners; Denver (CO); On-site; USD 75,000 - 95,000; Full time

Job summary

Class VI Family Office in Denver consults select entrepreneurs and families, offering wealth planning and investment management. We seek an Associate Wealth Advisor to grow with our team and deepen client relationships.

You will learn all facets of wealth management, including onboarding, planning, operations, compliance, and portfolio delivery, with a clear path for advancement in a fast-growing, privately held firm.

Qualifications

• Bachelor’s degree required.
• 1–3 years in financial services or related field.
• Excellent written and oral communication skills.
• Strong cultural fit within Class VI.

Responsibilities

• Assist in wealth management and planning across client lifecycle.
• Support relationship and portfolio management with onboarding and requests.
• Collaborate on business development and client communications.
• Coordinate with outside advisors for meetings and planning.

Skills

Communication skills

Team player

Client service mindset

Relationship building

Education

Bachelor's degree

Tools

CRM software

Financial planning software

AI tools for meetings

Job description

Class VI Family Office in Denver consults select entrepreneurs and families, offering wealth planning and investment management. We seek an Associate Wealth Advisor to grow with our team and deepen client relationships.

You will learn all facets of wealth management, including onboarding, planning, operations, compliance, and portfolio delivery, with a clear path for advancement in a fast-growing, privately held firm.