Associate Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
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
Wealth Preservation
Women's Financial Strategies
With the right financial advice, life can be brilliant.
If you're ready to grow your career in a purpose-driven and supportive environment, we'd love to meet you.