Job Description
Job Description: About the Team
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.
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.
The Role
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.
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.
Required
3+ years in financial planning or advisory role Series 65 or 66 license (active); Series 7 preferred
eMoney or comparable
financial planning software Strong retirement & estate planning knowledge
Self-directed with
exceptional follow-through Entrepreneurial - you want to build, learn, and grow, not just support
Preferred
CFP designation or active enrollment Existing book ($2M-$10M AUM) or referral network
Fee-based independent RIA
experience
SmartOffice, FMG, or MyRepChat familiarity
Base Salary $65,000 - $90,000, depending on experience
Performance Bonus Annual, goal-based bonus program tied to individual and firm results
CFP Support Enrollment cost support for qualified candidates
Career Path: Associate Advisor Service Advisor Partnership track