Associate Wealth Advisor

About the role

Class VI Family Office is a Denver-based Registered Investment Advisor providing wealth planning and investment management services to current and former entrepreneurs and their families. As part of the Class VI Partners family, we share the mission to Empower the Entrepreneurial Spirit, serving business owners through growth, transactions, and personal wealth management. Established in 2016, we are one of Colorado’s fastest-growing RIAs, known for our low client-to-advisor ratio and highly personalized service.

The Associate Wealth Advisor role offers significant opportunity for growth and development. The successful candidate will learn all facets of wealth management and planning, including relationship management, business development, operations, compliance, financial planning, and investment portfolio management. As experience grows, the role can be steered according to individual skills and interests.

Responsibilities

• Operations:
  • Client onboarding: Handle custodian documentation (account applications, transfer forms, money movement) and Class VI paperwork (client agreements, regulatory forms, investment policy statements).
  • Technology tools: Use and master performance management & reporting software, custodian platforms, AI tools, and financial planning software.
• Alternative Investments:
  • Manage subscription and tender documents; performance reporting.
• Client Management / Service:
  • CRM management: Use CRM software for client meeting notes, activities, and reminders; develop workflows and automated tasks; leverage AI tools for meeting prep and note-taking.
  • Client communication and service: Fulfill requests related to money movement, account maintenance, scheduling, and other needs.
  • Client meetings: Collaborate with Relationship Manager & Portfolio Manager for meeting prep, deliverables, and post-meeting follow-up; coordinate with clients’ outside advisors for scheduling and agenda items.
• Business Development:
  • Marketing: Produce pitch materials and deliverables for prospective clients.
  • Assessment: Manage online assessment tools and corresponding reports used with prospects.
  • Other: Contribute to diverse business development activities; collaborate across business units for training and client/prospect engagement.

Requirements

• Bachelor’s degree.
• 1–3 years of previous work experience in financial services or a related field.
• Series 65 required within 90 days of hire.
• Excellent written and oral communication skills.
• Team player who aligns with Class VI’s culture and core values.

Core Values

Class VI achieves a high net promoter score by serving clients with:

• Hustle
• Humility
• Relationship-focus

We rely on team members to model these values. Our reputation for honesty, fairness, and integrity is critical to our success in Denver’s tightknit business community and expanding national footprint. No one at Class VI acts as “the smartest person in the room”; we respect our clients’ achievements and serve them with a focus on their unique needs.

Firm Culture

Class VI fosters camaraderie, teamwork, and a shared commitment to a common goal—qualities rare in the financial services industry. We actively cultivate a workplace where people want to work due to the quality of the team, the caliber of clients, and the opportunities available. The ideal candidate will be an active and positive contributor to this culture.

Pay

Compensation includes a base salary and a comprehensive benefits package. Total compensation for this role will range from $75,000 to $95,000.