Top 9 Associate broker Jobs in Colorado

Operations Transition Associate
Geneos Wealth Management —Meridian, CO
- $48,000 - $58,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Associate, Brokerage
US AMR-Jones Lang LaSalle Americas, Inc. —Denver, CO
- Online Application
- Background check
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
Associate Commercial Real Estate Broker
SVN - Denver Commercial —Denver, CO
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Real Estate License
- Work from home
Quick Apply
Real Estate Broker Associate
Keller Williams Clients Choice —Colorado Springs, CO
- $87,374.20 - $105,224.85 a year
- Part-time
- Hybrid work
- Real Estate License
- Contracts
- Communication skills
- Professional development assistance
- Flexible schedule
Quick Apply
Real Estate Agent / Broker Associate
RealHaus —Denver, CO
- $50,000 - $90,000 a year
- Contract
- Hybrid work
- Office
- Residential
- Real Estate License
- Tuition reimbursement
Quick Apply
Retail Sales Associate/Pawn Broker
Daily Pawn-North Location —Fort Collins, CO
- $16 - $17 an hour
- Full-time
- Background check
- Spanish
- Merchandising
- Paid holidays
- Dental insurance
Quick Apply
Pawn Broker and Sales Associate
Pawn Experts —Loveland, CO
- $16 - $18 an hour
- Part-time
- Background check
- Spanish
- Merchandising
- Store discount
- 401(k)
Quick Apply
7d
Real Estate Sales - Broker Associate
Rose Real Estate LLC —Colorado Springs, CO
- $31,200 - $81,216 a year
- Part-time
- Remote
- Background check
- 7 years
- 6 years
- Flexible schedule
Quick Apply
1d
Outbound Sales Associate
Flourish Network —Littleton, CO
- $50,000 - $70,000 a year
- Hybrid work
- Residential
- Real Estate License
- Organizational skills
- Profit sharing
- Health insurance
Quick Apply

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Operations Transition Associate

Geneos Wealth Management
Meridian, CO

Quick Apply

Job Details

Full-time
$48,000 - $58,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Microsoft Word
Financial operations
Teamwork
Spreadsheets
Word embeddings
Administrative experience
High school diploma or GED
Attention to detail
Organizational skills

Full Job Description

Operations Transition AssociateAbout Geneos Wealth Management

Geneos Wealth Management is a privately held Independent Broker/Dealer and Registered Investment Advisor (RIA) headquartered in Centennial, Colorado. We are proud of the long-standing relationships we have built with our advisors and employees, reflected in the exceptional tenure of both our staff and affiliated financial professionals.

At Geneos, we believe outstanding advisor support is the foundation of long-term success. Join a seasoned and collaborative Operations team dedicated to delivering responsive, high-quality service to advisors across the country.

Position Overview

The Operations Transition Associate supports operational processes related to onboarding new financial professionals to Geneos Wealth Management, internal advisor transitions, and succession-related business changes.

This role combines operations support and workflow coordination and requires strong organizational skills, attention to detail, and the ability to manage multiple ongoing tasks simultaneously. The successful candidate will support and coordinate operational workflows while ensuring required steps are completed accurately, efficiently, and in the proper sequence.

This is not a client-facing or sales role.

Responsibilities

Responsibilities in this role may include:

Supporting and coordinating operational workflows related to onboarding new financial professionals to the firm's Broker/Dealer and RIA platforms, internal advisor transitions, and succession-related business changes.
Updating internal books and records to reflect advisor and account changes.
Processing advisor and account updates with clearing firms and direct product companies.
Preparing, organizing, and maintaining transition-related documentation and tracking records.
Coordinating with internal team members to help ensure required workflow steps are completed in the appropriate sequence.
Compiling, reviewing, and maintaining data using Microsoft Excel spreadsheets and tracking tools.
Preparing and modifying documents using Microsoft Word and Adobe Acrobat, including creating and maintaining fillable PDF forms and document templates.
Learning and following established operational procedures and workflows.

QualificationsWhat You Bring

Two or more years of experience in the financial services industry, such as a Broker/Dealer, Registered Investment Advisor (RIA), Registered Representative's office, Clearing Firm, Mutual Fund Company, Variable Annuity Company, or similar financial services operations environment.
Strong organizational skills and exceptional attention to detail.
Ability to manage structured processes and multiple ongoing tasks simultaneously while meeting deadlines.
Excellent written and verbal communication skills.
Intermediate to advanced proficiency with Microsoft Excel, including the ability to organize, manipulate, and maintain data accurately.
Proficiency with Microsoft Word and Adobe Acrobat, including the ability to create, modify, and maintain documents and fillable PDF forms.
Ability to learn new systems and procedures in a fast-paced operational environment.
Ability to work collaboratively in both in-office and remote environments.

Preferred Qualifications

Valid FINRA securities licenses Series 6 or Series 7 required.
Experience working with advisor transitions, account transfers, operations processing, or books and records maintenance is highly desirable.
Experience with Pershing NetX360, Fidelity Wealthscape, or similar financial services platforms is a plus.

Compensation & Benefits

Geneos offers a hybrid work environment following completion of the training period, with employees working in the office two days per week and remotely the remaining days.

The expected starting salary range for this position is $48,000–$58,000 annually, depending on experience and licensing.

Additional benefits include:

Performance-based annual bonus opportunity
Medical, dental, and vision coverage
401(k) plan with company match
Paid time off and paid holidays
Collaborative and team-oriented work environment
Ongoing opportunities to expand operational knowledge and responsibilities within the department

Additional Requirements

High school diploma or equivalent required.
Position is subject to fingerprinting, background screening, and credit review.
Ability to work a set Monday through Friday schedule during market hours.
Ability to commute to the office for required in-office workdays.
Must be authorized to work in the United States.

We look forward to hearing from candidates who are excited to learn, contribute, and grow within our Operations team.

Pay: $48,000.00 - $58,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Broker/Dealer, RIA, Rep Office, Clearing Firm, or Similar: 2 years (Required)

License/Certification:

Series 6 or Series 7 License (Preferred)

Work Location: Hybrid remote in Meridian, CO 80112

Quick Apply

Refine Your Search

associate broker jobs in colorado

Operations Transition Associate

Associate, Brokerage

Associate Commercial Real Estate Broker

Real Estate Broker Associate

Real Estate Agent / Broker Associate

Retail Sales Associate/Pawn Broker

Pawn Broker and Sales Associate

Real Estate Sales - Broker Associate

Outbound Sales Associate

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