Associate Financial Advisor

About the Team

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Next Generation Wealth Systems is a values-driven, fee-based independent planning practice in Denver, Colorado, built on one founding belief: our clients are like family. For over 32 years, founder Stephanie Jordan has served couples, pre-retirees, widows, and multigenerational families through retirement, legacy planning, business transitions, and life's most complex financial crossroads — with a 98% client retention rate that speaks for itself.

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This isn't an assembly-line advisory firm. Every plan is built around the specific needs of a family. Every relationship is long-term by design. And every team member plays a real role in something that genuinely matters to the people it serves.

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The Role

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Build financial plans and investment reviews in eMoney, prepare client-facing presentations, model scenarios, run illustrations, and support Stephanie in meeting delivery and plan implementation.

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Own assigned client relationships, conduct review meetings independently (with oversight), grow your own book of business, and develop into a full-service advisor over time.

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Required

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● 3+ years in financial planning or advisory role ● Series 65 or 66 license (active); Series 7 preferred

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● eMoney or comparable

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financial planning software ● Strong retirement & estate planning knowledge

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● Self-directed with

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exceptional follow-through ● Entrepreneurial — you want to build, learn, and grow, not just support

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Preferred

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● CFP® designation or active enrollment ● Existing book ($2M–$10M AUM) or referral network

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● Fee-based independent RIA

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experience

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● SmartOffice, FMG, or MyRepChat familiarity

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Base Salary $65,000 – $90,000, depending on experience

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Performance Bonus Annual, goal-based bonus program tied to individual and firm results

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CFP® Support Enrollment cost support for qualified candidates

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Career Path: Associate Advisor → Service Advisor → Partnership track

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