Careers

Wealthnet is always looking for talented people to join our team.  

If you are an experienced wealth manager or advisor with a clean compliance record, we welcome your inquiry.  

Please submit resumes to all positions to info@wealthnetinvest.com

Current Positions:

Title:  Wealth Management Associate

Location:  Denver, Colorado

Job Description: JOB SUMMARY

Wealthnet is a wealth management firm that provided investment management and comprehensive advice.  

The Wealth Management Associate works directly with clients to develop ad implement strategies for their financial, investments, and insurance needs.  This role is significant to new client development and client retention. The WMA is the primary contact for client relationships and must have the ability to present the services and offering by Wealthnet in a clear, concise, and professional manner.

JOB DUTIES

REQUIRED EXPERIENCE/QUALIFICATION

  • CFP Certified (or equivalent)
  • Series 65 License (or equivalent)
  • 5 years of direct financial services experience including direct sales with investment clients
  • Knowledge and ability handle complex financial topics to clients
  • Ability to handle highly detailed work with a great degree of accuracy
  • Bachelor’s degree, preferably in business, finance, marketing or related field

TECHNICAL SKILLS

  • Understanding of Windows
  • Proficient in Office Suite including Excel, PowerPoint, and Word
  • Ability to adopt and adapt to technology quickly

Email resumes to info@wealthnetinvest.com