Wealth Advisor Associate — Client-First Growth

Carson Wealth; Englewood (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Health benefits

Paid time off

Parental Leave

Sabbatical Leave

Holistic wellbeing programs

Job summary

Carson Wealth in Englewood, CO seeks a seasoned wealth advisor to establish new client relationships and provide advisory services and support to existing clients. You will deliver financial guidance, promote investment strategies, and coordinate client service activities to ensure exceptional client experiences.

This role emphasizes relationship management, investment oversight, and growth within a collaborative, client-first culture.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Minimum of three years of investment advisory experience.
• Active 66, 65, or CFP designation required.
• Clean U4 and U5 history.
• Strong business development skills.
• Excellent interpersonal and communication skills.
• Exceptional client service orientation.
• Strong organizational and time management skills.
• Ability to manage multiple tasks and priorities.
• Genuine interest in serving and caring for others.

Responsibilities

• Provide client service and relationship management across assigned clients.
• Support investment advisory processes and reconcile accounts.
• Develop new client relationships through networking and referrals.
• Ensure compliance with company policies and industry regulations.
• Participate in ongoing training and professional development.
• Support leadership with additional duties as needed.

Skills

Client service

Relationship management

Business development

Communication skills

Time management

Education

Bachelor's degree in Business/Finance

CFP designation

Job description

Carson Wealth in Englewood, CO seeks a seasoned wealth advisor to establish new client relationships and provide advisory services and support to existing clients. You will deliver financial guidance, promote investment strategies, and coordinate client service activities to ensure exceptional client experiences.

This role emphasizes relationship management, investment oversight, and growth within a collaborative, client-first culture.