Associate Wealth Advisor - Path to Wealth Advisor

PEG Staffing & Recruiting; Denver (CO); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

Hybrid work environment

Mentorship program

Job summary

PEG Staffing & Recruiting partners with a wealth management firm to add an Associate Wealth Advisor in Denver. This direct-hire role offers a clear path toward stepping into a full Wealth Advisor position over time.

This is a growth-focused, client-facing opportunity with mentorship in a collaborative, values-driven environment and a flexible hybrid work arrangement. You will develop financial plans, participate in client meetings, and take on increasing ownership while supporting senior

Qualifications

• Minimum ~5 years in wealth management or financial planning.
• Series 65 is required.
• CFP certification preferred or willingness to start within 6 months.

Responsibilities

• Partner with senior advisors on client strategy and meetings.
• Contribute to client conversations and lead discussions.
• Build and analyze financial plans (cash flow, retirement, investments).
• Serve as a primary contact for client questions and urgent needs.
• Deliver a high-touch client experience.
• Collaborate across advisory teams and internal functions.

Skills

Wealth management

Financial planning

Client communication

Analytical thinking

Detail oriented

Education

Series 65

CFP certification (preferred)

Job description

PEG Staffing & Recruiting partners with a wealth management firm to add an Associate Wealth Advisor in Denver. This direct-hire role offers a clear path toward stepping into a full Wealth Advisor position over time.

This is a growth-focused, client-facing opportunity with mentorship in a collaborative, values-driven environment and a flexible hybrid work arrangement. You will develop financial plans, participate in client meetings, and take on increasing ownership while supporting senior