Wealth Management Associate

Motivus Wealth – Colorado Springs, CO

Role Overview

At Motivus Wealth, we believe in movement toward a cause and using wealth as a tool to align resources with what matters most. This Associate Advisor role supports lead advisors while directly contributing to growth and client success. This role blends planning, client service, and execution, ensuring great advice turns into real-world action.

Key Responsibilities

• Financial planning support, analysis, and implementation

• Client communication and service coordination

• Account operations, transfers, and rebalancing

• CRM management and documentation

• Marketing, onboarding, and growth support

First 90 Days

First 30 Days:

• Learn Motivus processes, client workflows, and service model

• Gain proficiency in the CRM and begin managing tasks and workflows

• Shadow client meetings and understand planning philosophy

• Begin supporting day-to-day service and execution tasks

Days 31–60:

• Take ownership of core service tasks and follow-up items

• Work with the team to implement and optimize our AI-driven client management tools

• Begin integrating AI workflows with CRM and planning systems to improve efficiency

• Support transition activities related to new broker-dealer platform

Days 61–90:

• Fully manage client service workflows and execution responsibilities

• Play an active role in refining processes across CRM, AI tools, and operations

• Help ensure a smooth transition to the new broker-dealer environment

• Identify opportunities to improve efficiency, client experience, and scalability

What Success Looks Like

• Nothing falls through the cracks

• Advisors are freed up to focus on growth and relationships

• Clients feel supported and confident

• Systems improve as the firm grows

Who Thrives Here

• You take ownership and follow through

• You are a strong team player who collaborates well and communicates effectively

• You care deeply about client relationships You are highly detail-oriented and organized

• You thrive in a growing, evolving environment

• You are highly detail-oriented and organized

• You are proactive and anticipate needs

• You want to grow into a Wealth Management Advisor role

Qualifications

• Bachelor’s degree required; Business or Finance related preferred

• 2–5 years of experience in wealth management or financial services preferred

• Understanding of financial planning concepts

and investments

• Strong CRM and technology proficiency

• CFP® track or FINRA licenses preferred (or willingness to obtain)

Why Motivus Wealth

• Purpose-driven firm focused on meaningful outcomes

• Direct impact on firm growth

• Exposure to leadership and strategy

• Long-term career opportunity with defined growth into a Wealth Management Advisor

Salary Range: $55,000 - $75,000. Benefits include 401(K) Matching, Health Insurance and PTO.