1mo ago
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Associate Advisor - Catalyst Retirement Advisors

United StatesUnited States·DenverFull-timemid
OtherAssociate
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Quick Summary

Overview

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients.

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OtherAssociate

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.

Responsibilities

~1 min read
  • →Bachelor’s degree in finance, business, or a related field.
  • →Desire to earn CFP designation in 2-3 years
  • →A minimum of 2 years of experience in the financial services industry.
  • →Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire.
  • →Strong knowledge of financial products, markets, and procedures.
  • →Excellent communication and interpersonal skills.
  • →Detail-oriented and able to multi-task in a fast-paced environment.
  • →A passion for helping clients achieve their financial goals.

What We Offer

~1 min read
✓Compensation will be based on experience and qualifications
✓Quarterly bonus/Revenue share
✓Retirement plan with company match
✓Unlimited vacation
✓Health insurance offered
✓Disability coverage
✓Educational allowance for pursuing CFP designation

Location & Eligibility

Where is the job
Denver, United States
On-site at the office

Listing Details

Posted
August 11, 2026
First seen
September 29, 2026
Last seen
September 29, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
16%
Scored at
September 29, 2026

Signal breakdown

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Associate Advisor - Catalyst Retirement Advisors