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Senior Registered Client Associate
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TSG Wealth Management
Denver, CO (In Person)
$77,500 Salary, Full-Time
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Job Description
Senior Registered Client Associate TSG Wealth Management Denver, CO Job Details Full-time $55,000 - $100,000 a year 18 hours ago Benefits Health insurance Dental insurance Vision insurance 401(k) matching Qualifications Teamwork Research Administrative experience Series 7 Managing financial planning clients Documentation tools Attention to detail Securities Industry Essentials FINRA License Practicing in the securities industry Full Job Description Senior Registered Client Associate Virtuent | TSG Wealth Management Denver, CO Job Summary Virtuent is a next-generation wealth management team within TSG Wealth Management, an independent practice affiliated with Wells Fargo Advisors Financial Network (WFAFN). We are seeking an experienced Senior Registered Client Associate to play a key role in supporting advisors and delivering exceptional client experience. This position goes beyond traditional administrative support — you will serve as a relationship steward, operational leader, and client experience expert, helping drive efficiency, consistency, and white-glove service across all interactions. The ideal candidate is highly organized, detail-oriented, proactive, and thrives in a fast-paced, client-centric environment. Key Responsibilities Client Experience
- Serve as a primary point of contact for clients, delivering timely, proactive, and personalized service
- Build strong relationships with high-net-worth clients and act as a trusted day-to-day resource
- Coordinate and enhance all aspects of the client's journey help to ensure a seamless experience Advisor & Team Support
- Partner closely with advisors to manage workflows, priorities, and follow-through on client commitments
- Prepare for client meetings, including scheduling, agenda development, and materials preparation
- Track and execute follow-ups to ensure no detail is missed Operations & Execution
- Process account openings, transfers, money movements, and account maintenance with precision
- Maintain client records and documentation in accordance with compliance standards
- Identify opportunities to improve operational efficiency and implement best practices Compliance & Risk Management
- Ensure adherence to regulatory and firm requirements across all client activity
- Partner with compliance teams to maintain high standards of accuracy and integrity Reporting & Coordination
- Assist in portfolio reviews by gathering data, preparing reports, and organizing materials
- Conduct research to support client conversations and planning initiatives
- Coordinate with custodians, product partners, and internal teams Qualifications
- 3+ years of experience in wealth management or financial services, supporting advisors and high-net-worth clients
- FINRA Series 7 and 66 (or Series 63 & 65) required
- Strong understanding of brokerage and advisory operations, including account lifecycle management
- Exceptional organizational and multitasking skills with strong attention to detail
- Excellent communication and interpersonal skills with a client-first mindset
- Proficiency in Microsoft Office and industry platforms (CRM systems, custodial tools, etc.)
- Ability to anticipate needs, solve problems proactively, and thrive in a fast-paced team environment Why Join Virtuent of TSG Wealth Management At Virtuent, we combine institutional-quality investment management with proactive planning, technology-enabled service, and a deeply personalized approach.
Benefits include:
- Competitive compensation
- Health, dental, and vision insurance
- 401(k) with company match
- Supportive, team-oriented environment
- Opportunities for professional growth and education
- Community involvement and give-back initiatives Compensation
- Registered Client Associate (under 5yrs of direct experience): $55,000 - $80,000
- Senior Registered Client Associate (5+ years of direct experience): $70,000 - $100,000 Compensation is based on experience and qualifications. Additional Information
- Candidates must meet enhanced financial fitness and background screening requirements
- Wells Fargo will initiate the FINRA review process upon offer acceptance
- The Securities Industry Essentials (SIE) exam may be required where applicable Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member