Top 62 Brokerage associate Jobs in Lone Tree, Co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred
Stronghaven —Greenwood Village, CO
- $67,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
AVP, Account Services
Ultimus Fund Solutions —Greenwood Village, CO
- $85,000 - $115,000 a year
- Full-time
- Remote
- Writing skills
- Office
- Analysis skills
Quick Apply
Executive Underwriter or AVP, Underwriting Director - Construction Casualty
Zurich Insurance Company Ltd. —Denver, CO
- $100,000 - $215,000 a year
- Full-time
- Hybrid work
- 3 years
- High school diploma or GED
- In-person
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
Registered Client Service Associate
Stifel —Greenwood Village, CO
- $53,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Client Service Associate - Non-Registered
Stifel —Greenwood Village, CO
- $47,000 - $62,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Receptionist
Transwestern Commercial Services, L.L.C. —Greenwood Village, CO
- $50,000 - $55,000 a year
- Full-time
- Microsoft Access
- Microsoft Outlook
- Writing skills
Quick Apply
Assistant Team Leader
Keller Williams Realty DTC, LLC —Centennial, CO
- From $75,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
Quick Apply
9d
Recruiter
Kentwood Real Estate —Denver, CO
- $60,000 - $80,000 a year
- Customer service
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Key Private Bank Associate Relationship Manager
KeyBank National Association —Denver, CO
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
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
Real Estate Associate Agent (1099) - Breckenridge/Summit County
Rocket Companies —Denver, CO
- Choose your own hours
- Remote
- Background check
- Real Estate License
- Travel
Business Manager (Natural Channel)
Acosta —Denver, CO
- $79,860 - $80,000 a year
- Full-time
- Remote
- Merchandising
- Mid-level
- Bachelor's degree
Quick Apply
Associate Principal Analyst, Advertising Regulation
Financial Industry Regulatory Authority, Inc. —Denver, CO
- $83,900 - $180,400 a year
- Extended hours
- Hybrid work
- Microsoft Word
- Management
- 5 years
- Paid jury duty
- Commuter assistance
Quick Apply
Employee Benefits Select Account Representative
USI Holdings Corporation —Denver, CO
- $55,000 - $65,000 a year
- Remote
- Children
- 1 year
- Entry level
- Wellness program
- Health savings account
Director, People Solutions
Lockton, Inc. —Denver, CO
- $190,000 - $280,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Wellness program
- Paid parental leave
Entry-Level Commercial Real Estate Agent
Marcus & Millichap —Denver, CO
- Up to $250,000 a year
- Marketing
- Finance
- Real Estate License
4d
Real Estate Associate Agent (1099) - Colorado Springs South
Rocket Companies —Denver, CO
- Choose your own hours
- Remote
- Background check
- Real Estate License
- Travel
1d
Real Estate Associate Agent (1099) - Colorado Spring North
Rocket Companies —Denver, CO
- Choose your own hours
- Remote
- Background check
- Real Estate License
- Travel
1d
Real Estate Associate Agent (1099) - Grand County
Rocket Companies —Denver, CO
- Choose your own hours
- Remote
- Background check
- Real Estate License
- Travel
1d

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brokerage associate jobs near lone tree, co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Stronghaven -
Greenwood Village, CO

Quick Apply

Job Details

Full-time
$67,000 - $80,000 a year
2 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Series 7

Full Job Description

Investment Operations Associate / Associate Wealth Advisor : Career Path to Head of Investment Operations, Client Advisory & Practice Management

StrongHaven Wealth Stewardship & Family Office
Cherry Creek & Denver Tech Center, Colorado
Full-Time | In-Person (Limited Hybrid Opportunities After 180 Days)

Build a Career, Not Just a Job

StrongHaven is a rapidly growing independent Registered Investment Advisor (RIA), and we're looking for exceptional individuals to join our team.

This role is designed as a long-term career opportunity—not simply an operations position. As our firm continues to grow, successful team members will have the opportunity to advance into leadership roles in Investment Operations, Client Advisory, and Practice Management.

About Stronghaven

We serve entrepreneurs, business owners, executives, creators, and multigenerational families through our Wealth Stewardship and Family Office platforms.

Our team values exceptional client service, integrity, collaboration, continuous learning, and long-term relationships. We promote from within whenever possible and believe our people are our greatest investment.

What You'll Do

Deliver an exceptional client experience through responsive, proactive service.
Open and onboard new client accounts.
Process ACAT transfers, money movements, journals, and wire requests.
Maintain brokerage, retirement, trust, and advisory accounts.
Assist advisors with financial planning preparation and analysis.
Prepare client meeting materials and follow-up items.
Coordinate with custodians, CPAs, attorneys, and other professionals.
Maintain CRM records and operational workflows.
Support investment operations, trading, and account servicing.
Help improve internal processes as the firm continues to grow.

What We're Looking For

Passion for serving clients.
Strong organization and attention to detail.
Excellent written and verbal communication.
Positive, collaborative attitude.
Ability to manage multiple priorities.
Desire to build a long-term career in wealth management.
Desire to learn and grow in the advisory and investment space

Experience in an RIA, broker-dealer, financial planning firm, banking, or investment operations is strongly preferred but not required.

Licensing

Candidates must hold or obtain the following within 90 days of employment.

Series 65 License - candidates who hold a series 7 must obtain their series 66
Colorado Life & Health Insurance License

We support licensing, continuing education, and professional development.

Compensation & Benefits

$67,000–$80,000 starting salary, depending on experience
Performance bonus opportunities
Health insurance
Paid Time Off
401(k) retirement plan
Continuing education and licensing support
Limited hybrid work opportunities after 180 days, based on performance and business needs

Why Join StrongHaven?

We're building one of Colorado's premier boutique Wealth Stewardship and Family Office firms. Every member of our team has the opportunity to make a meaningful impact, grow professionally, and help shape the future of the firm.

If you're looking for more than a job—if you're looking for a place to build a career, serve clients with excellence, and grow alongside an ambitious team—we'd love to hear from you.

StrongHaven is an Equal Opportunity Employer.

Join us in shaping the future of investment operations by leveraging your expertise in finance, compliance, and client service. We are dedicated to fostering a vibrant workplace where your skills can thrive while making a meaningful impact on our clients’ financial journeys.

Pay: $67,000.00 - $80,000.00 per year

Benefits:

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

Work Location: In person

Quick Apply

Refine Your Search

brokerage associate jobs in lone tree, co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

AVP, Account Services

Executive Underwriter or AVP, Underwriting Director - Construction Casualty

Associate, Brokerage

Registered Client Service Associate

Client Service Associate - Non-Registered

Receptionist

Assistant Team Leader

Recruiter

Key Private Bank Associate Relationship Manager

Outbound Sales Associate

Real Estate Associate Agent (1099) - Breckenridge/Summit County

Business Manager (Natural Channel)

Associate Principal Analyst, Advertising Regulation

Employee Benefits Select Account Representative

Director, People Solutions

Entry-Level Commercial Real Estate Agent

Real Estate Associate Agent (1099) - Colorado Springs South

Real Estate Associate Agent (1099) - Colorado Spring North

Real Estate Associate Agent (1099) - Grand County

I want to receive the latest job alert for brokerage associate in lone tree, co

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