Registered Client Associate

About the Company:

Highlands Wealth Management Group is comprised of an experienced team that is committed to meeting their clients’ unique needs by providing them with personalized financial solutions to help them achieve their goals. They pride themselves on being a caring and dedicated team that work in a flexible and supportive environment.

About the Position:

Highlands Wealth Management Group is currently seeking a dynamic and motivated individual to join their team in Lakewood, CO as an experienced Registered Client Associate. The ideal candidate will possess excellent communication skills, a proactive attitude, and a dedication to providing exceptional client service.

Key Responsibilities:

• Establish and maintain strong relationships with clients, ensuring their needs are met promptly and effectively.
• Provide timely and accurate account maintenance, transactions, and other requests as needed.
• Successfully navigate through complex operational issues and creatively resolve problems.
• Assist with the implementation, training, and support of new processes as the firm grows.
• Collaborate with financial advisors to provide comprehensive financial planning support to clients.
• Contribute ideas for improving client service and uncover additional business development opportunities.

Work Schedule:

• Full-Time
• Monday – Friday, 7:30am – 4:30pm
• In office to start, some hybrid flexibility 1 or 2 days per week depending on business needs

Compensation:

$70,000 - $90,000 salary, depending on experience

Medical and dental insurance

Voluntary vision, short-term and long-term disability, life insurance

401(k) with company match

Paid holidays as observed by the NYSE

Paid Time Off

Qualifications:

Bachelor's degree in a related field preferred.

3-5 years of experience within wealth management required.

Must have an active Series 7 and Series 66 license.

Strong computer skills, including proficiency in Microsoft Office Suite and CRM software.

Desired Traits:

• Exceptional communication skills, both verbal and written.
• Strong problem-solving abilities and a proactive approach to addressing client needs.
• Ability to work collaboratively in a team environment.
• Demonstrated integrity, honesty, and a genuine commitment to client satisfaction.

If you are a dedicated and hardworking individual with a passion for helping clients achieve their financial goals, we invite you to apply for this exciting opportunity with Highlands Wealth Management Group today!

The company provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination.

Job Types: Full-time, Permanent

Pay: $70,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Vision insurance

Weekly schedule:

• Monday to Friday

Work setting:

• Hybrid work
• Office

License/Certification:

• Series 7 (Required)
• Series 66 (Required)

Ability to Commute:

• Lakewood, CO 80228 (Required)

Ability to Relocate:

• Lakewood, CO 80228: Relocate before starting work (Required)

Work Location: Hybrid remote in Lakewood, CO 80228