#twiceasnice Recruiting placed a Associate Financial Advisor for a mid-size investment & wealth management firm in the Mountain West. The role is in Financial Services, specifically Investment & Wealth Management. The client is a private company. This is a repeat client with 3 total searches. Offer extended in 20 days from intake. Fee: 9.9% with an 18-month guarantee. #twiceasnice is a national direct-placement recruiting firm that builds every search from scratch and headhunts for every role.
Placement Record
Associate Financial Advisor
Financial Services · Mountain West
Finance & Accounting
Entry/Coordinator
On-site
Repeat client · 3 total searches
Investment & Wealth Management
Private
Associate Financial Advisor successfully placed by #twiceasnice for a mid-size investment & wealth management firm in the Mountain West.
From the completed search:
Our client in the financial services industry is looking for an Associate Financial Advisor to add to their team in Denver, CO. You will be responsible for interacting with a new and existing regional client base in order to complete all service requests related to opening and maintaining financial accounts. The ideal candidate will be someone with a desire to work in the financial industry long-term and contribute to growth by exceeding expectations and developing a strong working relationship with your clients. This is a great opportunity for someone who wants to join a rapidly growing and respected company with unlimited opportunity for personal development.
This is not a sales position, you will be responsible for servicing new and existing clients. If you are looking for stable income, and to be part of a phenomenal team and company that rewards great work, apply today.
Search Details
| Role | Associate Financial Advisor |
| Role Level | Entry/Coordinator |
| Industry | Financial Services |
| Region | Mountain West |
| Work Model | On-site |
| Salary | ~$100,000 |
| Intake to Offer-Extended Candidate | 20Days From Intake Call to Offer Extended Candidate |
| Our Fee | 9.9% |
| Guarantee | 18 months |
| Repeat Client | Yes — 3 total searches with this client |
Fee Comparison
| Our Fee (9.9%) | $9,900 |
| Industry Standard (20%) | $20,000 |
| Client Savings | $10,100 |
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