RK Partners · 5 hours ago
Private Wealth Associate | Denver
Denver, CO
Full-time
Onsite
Entry, Mid Level
$100K/yr - $120K/yrRK Partners is seeking a driven, client-focused Private Wealth Associate who is eager to grow into a long-term advisory role. This position involves partnering closely with a Private Wealth Advisor to prepare and deliver holistic financial plans while progressively taking on more client-facing responsibilities.
Consulting
Responsibilities
Serve as a trusted point of contact for inbound client requests, ensuring timely, thoughtful follow-up
Step in seamlessly to support clients when the advisor is in meetings or unavailable
Build confidence answering increasingly complex client questions as your planning knowledge deepens
Communicate directly with clients—this role is designed for someone who wants to be seen, heard, and trusted by clients over time
Independently managing inbound servicing needs
Confidently supporting clients during advisor meetings
Demonstrating strong ownership of client situations and planning details
Prepare client cases and materials for meetings, including planning updates, portfolio reviews, and scenario analysis
Build, maintain, and refine holistic financial plans for new and existing clients
Execute trades and implement planning updates with precision and care
Translate client goals into actionable strategies across: Investments & portfolio construction, Retirement planning & income distribution, Estate planning concepts, Insurance analysis (Life, Disability, Long-Term Care), Cash flow & liability management, Tax-aware strategies, Education funding, Major purchases & long-term savings goals, Business planning considerations
Partner closely with the Private Wealth Advisor to refine recommendations and elevate client outcomes
Gradually take on greater advisory influence, including participation in plan delivery and client education
Over time, assume responsibility for select client relationships as trust and expertise grow
Contribute ideas to improve planning workflows, service models, and client experience
Leverage industry-leading tools to support planning and execution, including Envestnet, NetX360, eMoney
Ensure client data, plans, and interactions are accurately documented in the CRM
Qualification
Required
Bachelor's degree required
Comfortable and confident interacting directly with clients
Curious, coachable, and motivated to expand advisory responsibilities
Detail-oriented with strong follow-through
Clear communicator who enjoys translating complex concepts into client-friendly language
Preferred
CFP® designation strongly preferred (or actively pursuing)
Experience supporting high-net-worth or mass-affluent clients
Benefits
Health insurance
401(k) with match
Disability insurance
Paid time off
Company
RK Partners
RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.
Founded in 2003
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase