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Financial Advisor Assistant

Kopp Wealth Managment
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Colorado, USA
$45,000 - $60,000 yearly
Dec 06, 2025
Finance Insurance

Job Description

Job Description

We are looking for a motivated and detail-oriented Financial Advisor’s Assistant to join our team on a part-time basis. This role offers a dynamic and flexible work environment, with tasks that vary in pace and scope. While some days may be busy, others might be quieter, providing an opportunity to adapt and manage your workload effectively.

In this role, you will support our financial advisors with a range of administrative and operational tasks. The position requires availability during stock market hours and the flexibility to handle diverse responsibilities throughout the working day. You will also have the chance to expand your knowledge and skills in the financial sector, as the role involves a variety of tasks and projects.

Company Description
The company is an LLC that was founded 20+ years ago. The company is a financial advising company.

Company Description

The company is an LLC that was founded 20+ years ago. The company is a financial advising company.
About Kopp Wealth Managment
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