Broker Check

Careers at Beacon Private Wealth

<span><strong>Immediately Available:</strong></span>

Immediately Available:


Client Service Associate  

Beacon Private Wealth Management is growing. To keep up with demand for our comprehensive financial planning services, we are accepting resumes for positions in Paraplanning and Client Service in our Greenwood Village, CO offices. Both roles offer the potential, if motivated, to become a Wealth Advisor. Applicants should be self-motivated and true team players. Competitive salary/bonus and benefits are offered.

Desired Skills & Experience

Candidates must: 

• Have a bachelor’s degree in a related field of study

Be proficient in Microsoft Excel, Word, and Outlook. PowerPoint is helpful.

• Be able to meet deadlines and be very detail oriented

• Be very organized with the ability to deviate from one project to another

• Be excellent at problem solving and communicating

• Possess a strong work ethic and ability to multitask

• Work well in a team-oriented environment

• Demonstrate an ability to develop and cultivate relationships

• Accept feedback and constructive criticism well

• Be authorized to work in the U.S. without restriction as to duration

• Pass a thorough background check

• Pass any applicable pre-employment tests

• Be willing to obtain their Series 7, 66, and Colorado Insurance licenses in the future

Interested Candidates Should Send Both a Resume & Cover Letter to