Kestra Financial

Independent RIA and broker/dealer services platform

Associate Advisor - Catalyst Retirement Advisors

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeDenver, CO, USA$65k - $85kIn-person

About the Job

Requirements

A bachelor's degree in finance, business, or a related field is required.
A desire to earn the Certified Financial Planner designation within 2–3 years is required.
At least 2 years of experience in the financial services industry is required.
Series 7, Series 63, and/or Series 65 licenses are preferred, or the ability to obtain them within 90 days of hire is required.
Knowledge of financial products, markets, and procedures is required.
The candidate must be detail-oriented and able to multitask in a fast-paced environment.

Responsibilities

Participate in client meetings, prepare agendas, and follow up on action items to ensure client needs are met.
Participate in the development and implementation of financial plans.
Gather and analyze client data to understand financial needs and recommend appropriate strategies to achieve client goals.
Research and analyze investment opportunities and provide market insights to advisors and clients.
Build and maintain client relationships and act as a point of contact.
Monitor and review client accounts to ensure alignment with clients’ financial objectives.
Stay up to date on industry trends and best practices and share this knowledge with the team.

Desired Qualifications

Strong communication and interpersonal skills are desired.
A passion for helping clients achieve their financial goals is desired.

Associate Advisor - Catalyst Retirement Advisors

Kestra Financial Independent Advisor · Denver, United States · Full-time · Posted 2026-11-03

Salary: USD 65,000–85,000

Workplace: on_site

Department: Financial Services

Description

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

Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
Actively participate in the development and implementation of financial plans.
Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
Research and analyze investment opportunities, provide market insights to advisors and clients.
Build and maintain strong relationships with clients and act as a point of contact.
Monitor and review client accounts, ensure that they are aligned with their financial objectives.
Stay up-to-date on industry trends and best practices and share this knowledge with the team.

Requirements

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.

Benefits

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

Apply

Apply at Kestra Financial Independent Advisor

About the Company

Kestra Financial

Independent RIA and broker/dealer services platform

Kestra Financial provides independent wealth-management platforms and back-office services for RIAs and broker/dealers. It combines wealth-management services with technology and practice-enrichment tools to help advisors grow, offering product suites such as Kestra Private Wealth Services, Kestra Investment Services, Kestra Advisory Services, and Kestra Institutional Services, along with platforms like Fusion and Partners Financial/Benefits Partners. It differentiates itself through a long track record of independence, a broad multi-platform ecosystem, and integrated back-office support rather than just selling products. Its goal is to empower independent advisors to grow their practice and deliver personalized client service through transparent, integrated technology and support.

Company size: 201-500
Company stage: IPO
Headquarters: Austin, TX
Founded: 1996

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