Top 370 Boutique wealth management firm Jobs

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
Senior Client Service Associate
TSW Wealth Management —Framingham, MA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
8d
Associate Financial Advisor
Epic Private Wealth —Richland, WA
- $75,000 - $115,000 a year
- Weekends as needed
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Estate Planning Attorney
Latitude Legal —Nashville, TN
- $90,000 - $140,000 a year
- Part-time
- 5 years
- In-person
- Senior level
Probate and Trust Paralegal [HE095] Remote
Hiring & Empowering Solutions —San Diego, CA
- Weekends as needed
- Google Workspace
- English
- Organizational skills
Quick Apply
Licensed Financial Representative
One Team Financial Group, LLC —Tampa, FL
- $50,000 - $80,000 a year
- Choose your own hours
- Social media management
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
California Trust & Estate Attorney
Latitude Legal —Nashville, TN
- $200,000 - $250,000 a year
- Part-time
- Writing skills
- Mid-level
- 3 years
- AD&D insurance
- Disability insurance
6d
Trust Officer
The MOHR Enterprises LLC —Scottsdale, AZ
- $115,000 - $140,000 a year
- Hybrid work
- CPA
- 5 years
- Office
Quick Apply
13d
Associate Wealth Advisor
Robert Half —Fort Worth, TX
- $90,000 - $125,000 a year
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
7d
Summer Analyst - Wealth Planning
Rockefeller Capital Management —New York, NY
- $35 an hour
- Full-time
- Microsoft Outlook
- Office
- Analysis skills
Summer Analyst - Program Management
Rockefeller Capital Management —New York, NY
- $35 an hour
- Full-time
- Computer Science
- Office
- Finance
Relationship Manager, Portfolio Management
Glenmede Trust Co —New York, NY
- $170,000 - $325,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Commuter assistance
- Health savings account
Business Development Associate (Wealth Management)
Franklin Templeton Investments —Atlanta, GA
- $71,400 - $84,000 a year
- Email
- Writing skills
- Mid-level
- Office
- Paid holidays
- Paid time off
14d
Trust Counsel
Franklin Templeton Investments —New York, NY
- $250,000 - $275,000 a year
- Email
- Microsoft Outlook
- Sales
- Business development
- Paid holidays
- Paid time off
Management Associate, Wealth Advisory
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Commuter assistance
- Health savings account
Wealth Director (Business Development Officer)
Franklin Templeton Investments —Los Angeles, CA
- $180,000 - $225,000 a year
- Email
- 8 years
- Business development
- Senior level
- Paid holidays
- Paid time off
Wealth Director
Franklin Templeton Investments —New York, NY
- $180,000 - $225,000 a year
- Email
- 8 years
- Business development
- Senior level
- Paid holidays
- Paid time off
Wealth Management Advisor
Strategic Financial Group —Houston, TX
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Summer Analyst - Practice Management
Rockefeller Capital Management —Township of Hamilton, NJ
- $35 an hour
- Full-time
- Office
- Finance
- Analysis skills
Investment Management Operations and Service Specialist
Provident Wealth Management —Brentwood, TN
- $80,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid time off
Quick Apply

I want to receive the latest job alert for boutique wealth management firm

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

boutique wealth management firm jobs near

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

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

boutique wealth management firm jobs

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Senior Client Service Associate

Associate Financial Advisor

Estate Planning Attorney

Probate and Trust Paralegal [HE095] Remote

Licensed Financial Representative

California Trust & Estate Attorney

Trust Officer

Associate Wealth Advisor

Summer Analyst - Wealth Planning

Summer Analyst - Program Management

Relationship Manager, Portfolio Management

Business Development Associate (Wealth Management)

Trust Counsel

Management Associate, Wealth Advisory

Wealth Director (Business Development Officer)

Wealth Director

Wealth Management Advisor

Summer Analyst - Practice Management

Investment Management Operations and Service Specialist

I want to receive the latest job alert for boutique wealth management firm

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected