Wealth Management Associate

Wealth Management Associate Reliance Integrated Wealth Partners Denver, CO Job Details Full-time $75,000 - $95,000 a year 21 hours ago Benefits Paid training Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Professional development assistance Qualifications Customer relationship building Account maintenance Operational management Money transfers Research Managing clients in a customer support role Series 7 Managing financial planning clients Client services Investment account customer support Handling customer service requests FINRA License Financial services Account management Account opening Full Job Description Wealth Management Associate Reliance Integrated Wealth Partners | Denver, CO | Full-Time Series 7 License Required Reliance Integrated Wealth Partners is an independent wealth management firm serving successful individuals, families, business owners, and employer-sponsored retirement plans. We are committed to delivering comprehensive financial planning, disciplined investment management, and fiduciary guidance while providing a high-touch client experience. As our firm continues to grow, we are seeking a Wealth Management Associate to become a key member of our team. This individual will serve as the primary client service and operational support professional within the practice while working directly with the firm's Financial Advisor. Why Join Reliance Integrated Wealth Partners? This is more than a traditional client service role. The successful candidate will become the operational hub of a growing independent advisory firm, supporting client relationships, account administration, advisor support activities, financial planning implementation, investment due diligence, and employer-sponsored retirement plan consulting services. You will work directly alongside firm leadership and play a meaningful role in helping deliver exceptional client outcomes while contributing to the continued growth of the firm. Key Responsibilities Client Service & Operations Serve as a primary point of contact for client service requests and inquiries. Process account openings, transfers, ACATs, account maintenance requests, beneficiary updates, and money movement requests. Maintain accurate client records and documentation. Manage client service workflows and operational processes. Coordinate with custodians, vendors, and service providers to resolve client issues. Advisor Support Prepare client review materials, reports, agendas, and supporting documentation. Gather and organize client data for financial planning purposes. Update and maintain planning software information. Coordinate implementation and follow-up activities related to planning recommendations. Assist with investment research and preparation of client deliverables. Employer-Sponsored Retirement Plan Support Assist with servicing employer-sponsored retirement plan relationships. Support investment due diligence and monitoring activities. Assist with preparation of fiduciary review reports and committee meeting materials. Support investment menu reviews and benchmarking activities. Qualifications Required Active FINRA Series 7 license. 3-5 years of experience in wealth management, financial services, or a related advisory support role. Strong client service and relationship management skills. Experience with account administration, transfers, ACATs, money movement, and operational workflows. Strong organizational, communication, and problem-solving skills. Strongly Preferred Experience with LPL Financial. Experience using ClientWorks. Experience using eMoney. Experience supporting financial advisors in a wealth management environment. Experience supporting employer-sponsored retirement plans. Experience with RPAG and/or Fi360 Fiduciary Focus Toolkit. Preferred Series 66 license. Experience using Wealthbox. Experience with Morningstar Advisor Workstation. Experience with Jump. Compensation & Benefits Competitive base salary of $75,000-$95,000 Compensation commensurate with experience, licensing, and relevant wealth management, LPL Financial, and employer-sponsored retirement plan experience Annual discretionary bonus opportunity of up to 10% Health, dental, and vision benefits 401(k) with company match Paid time off package based on experience and tenure Paid holidays Professional development opportunities What Success Looks Like The successful candidate will become the central operational and client service resource within the firm, helping create a consistent, responsive, and professional client experience while providing meaningful leverage for the Financial Advisor and supporting the continued growth of Reliance Integrated Wealth Partners.

Pay:

$75,000.00 - $95,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Paid training Professional development assistance Vision insurance Application Question(s): Do you currently hold an active FINRA Series 7 license? How many years of experience do you have working in wealth management, financial advisory services, or a related financial services role? Do you have experience processing account openings, transfers, ACATs, money movement requests, and account maintenance activities? Are you able to work on-site in Denver, Colorado? Do you have experience working with LPL Financial? Do you have experience using ClientWorks? Do you have experience using eMoney? Do you have experience supporting employer-sponsored retirement plans? Do you have experience with RPAG and/or Fi360 Fiduciary Focus Toolkit?

Work Location:

In person