Wealth Management Associate

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

We’re partnering with a growing, purpose-driven wealth management firm to add an Associate Wealth Advisor (AWA) to their Denver team. This is a direct hire opportunity (not contract), offering a clear path toward stepping into a full Wealth Advisor role over time.

This isn’t just another planning seat — it’s a chance to deepen client impact, take on more ownership, and grow into leadership within a highly collaborative environment.

What You’ll Do

• Partner with senior advisors on client strategy and meetings
• Contribute directly to client conversations (not just sit in the room)
• Build and analyze financial plans (cash flow, retirement, investments)
• Act as a key point of contact for client questions and time-sensitive needs
• Deliver a high-touch, thoughtful client experience
• Collaborate across advisory teams and internal functions
• ~5 years in wealth management or financial planning
• Series 65 required
• CFP® preferred (or willing to start within 6 months)
• Strong communicator who can simplify complex situations
• Analytical, detail-oriented, and steady under pressure
• Someone who wants more responsibility—not just a bigger title

Why This Role Stands Out

• Clear trajectory toward Wealth Advisor
• Strong mentorship and coaching culture
• Collaborative, tight-knit team with firm-wide exposure
• Flexible hybrid work environment
• Values-driven organization focused on meaningful client relationships

Ideal for someone who’s outgrown a purely support role and is ready to step into more visible, client-facing ownership—without being thrown in the deep end.

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