Associate Financial Advisor (Requires Series 7)

Ethos Financial Partners • Full-time • Thornton, Colorado, United States • $55k - $75k / year • 2w ago

Our Firm

Ethos Financial Partners is a top-ranked, fast-growing private wealth advisory practice of Ameriprise Financial Services, Inc., with offices in Thornton, CO, Grand Junction, CO, and Albuquerque, NM.

We are a dynamic, client-focused team committed to helping individuals and families achieve financial confidence and peace of mind. Our strength lies in our advice-based approach and deep commitment to building long-term relationships through customized financial planning.

Position Overview

We are currently seeking a driven, motivated, and competitive individual to join our Thornton, CO office as a full-time Associate Financial Advisor. This is a growth-oriented role designed for someone ready to build a long-term career in financial advising.

You’ll work alongside experienced Senior Advisors, gaining hands-on experience in all aspects of client service, financial planning, and investment strategy. Over time, you’ll be equipped to develop and manage your own client relationships within the firm.

Key Responsibilities

· Conduct client meetings alongside Senior Advisors, capturing action items and follow-ups

· Serve as the main point of contact for Senior Advisors’ clients, managing inquiries and maintaining strong client relationships

· Once properly trained, perform reviews for smaller clients independently—and eventually begin managing those relationships directly

· Contribute to firm-wide initiatives, projects, and team development

· Collaborate across departments to ensure a seamless and personalized client experience

Development & Licensing Support

· New hires are expected to grow into a Lead Advisor role and eventually Senior Financial Advisor role over time

· Receive hands-on training, including shadowing experienced advisors, role-playing, continuing education, and marketing/sales support

Qualifications

· Bachelor’s degree from a 4-year college

· Series 7 and Series 66 licenses are required

· A strong self-starter mentality, driven and motivated to grow

· A competitive mindset and passion for helping others succeed financially

· At least two years of successful sales and client service experience

· High Emotional Competency

· Comfortable meeting with clients in person, over the phone and via Microsoft Teams

· Team player, able to contribute and work in a team environment

· Excellent communication and interpersonal skills

· Highly organized and adaptable to a dynamic work environment

· Comfortable with consultative sales and relationship-building

Schedule: Monday to Friday

Location: Thornton, CO or Albuquerque, NM (In-person)

Relocation: Must be able to reliably commute or relocate prior to starting

Benefits

· Paid Time Off

· 401(k) with Matching

· Health, Dental, and Vision Insurance

· Life Insurance

· Full licensing and education sponsorship

· Long-term career growth and mentorship

About Ethos Financial Partners

At Ethos Financial Partners, our mission is to help people live more confident and fulfilled lives by protecting what matters most. We pride ourselves on developing personalized roadmaps aligned with each client’s values, goals, and financial objectives.

Our vision is to be the financial advice team of choice by helping our clients and communities protect and pursue the lives they’ve worked hard to build.

Areas of Focus

· Investment Management

· Retirement Planning Strategies

· Saving for Education

· Cash Flow & Budgeting Strategies

· Charitable Giving

· Estate Planning

· Family Finances

· Insurance

· Retirement Income Strategies

· Small Business Planning

· Tax Planning Strategies