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Simon Quick Advisors Jobs (NOW HIRING)

Simon Quick Advisors

Client Service Associate

Denver, CO · On-site

$70K/yr

Simon Quick Advisors Position: Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 Company Description Simon Quick Advisors is an independent, employee-owned RIA that ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 _____ Company Description Simon Quick Advisors is an independent, employee-owned RIA ...

Simon Quick Advisors

Associate

Morristown, NJ · On-site

Simon Quick Advisors Position: Associate Location: Morristown, NJ (hybrid) Compensation: Starting at 80,000 (based on experience), plus bonus and benefits _____ Company Description Simon Quick ...

Simon Quick Advisors

Associate

Morristown, NJ · On-site

Simon Quick Advisors Position: Associate Location: Morristown, NJ (hybrid) Compensation: Starting at 80,000 (based on experience), plus bonus and benefits Company Description Simon Quick Advisors is ...

Simon Quick Advisors

Marketing Intern

New York, NY · On-site

$20/hr

Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion ...

Simon Quick Advisors

Marketing Intern

New York, NY · On-site

Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion ...

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Simon Quick Advisors information

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$11

$28

$78

How much do simon quick advisors jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for simon quick advisors in the United States is $28.41, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $24.04 per hour, depending on experience, location, and employer.

What is Simon Quick Advisors and what do they do?

Simon Quick Advisors is a wealth management firm that provides investment advisory, financial planning, and family office services to individuals, families, endowments, and institutions. Their advisors help clients manage their financial portfolios, plan for retirement, and achieve long-term financial goals by offering personalized advice and comprehensive solutions. The firm is known for its client-focused approach, tailored investment strategies, and commitment to fiduciary responsibility.

What are the typical responsibilities and team dynamics for an analyst at Simon Quick Advisors?

As an analyst at Simon Quick Advisors, you will typically support senior advisors in preparing investment analyses, conducting due diligence, and developing client presentations. The role involves working closely with both portfolio managers and client service teams to ensure that recommendations are tailored to clients’ goals. Collaboration and strong communication skills are essential, as you’ll often be involved in team meetings and may contribute to client calls. This environment provides ample learning opportunities and exposure to a variety of financial strategies, making it a great stepping stone for career growth in wealth management.

What is the difference between Simon Quick Advisors vs Financial Consultants?

AspectSimon Quick AdvisorsFinancial Consultants
CredentialsCertifications like CFP, CFA often preferredSimilar certifications, often CFP or CFA
Work EnvironmentFinancial firms, advisory firms, banksFinancial firms, independent practices, banks
Industry UsageCommonly used in financial advisory servicesUsed broadly in financial planning and investment advice

Simon Quick Advisors and Financial Consultants share similar credentials and work environments, often serving clients in financial planning and investment management. While Simon Quick Advisors may focus more on quick, targeted advice, Financial Consultants tend to offer comprehensive financial planning services. Both roles are integral in the financial industry and often overlap in client services.

What are the key skills and qualifications needed to thrive as a Financial Advisor at a firm like Simon Quick Advisors, and why are they important?

To thrive as a Financial Advisor, you need a solid background in finance, investment strategies, and financial planning, typically supported by a bachelor's degree in finance or a related field and relevant licenses such as the CFP or CFA. Familiarity with portfolio management software, financial analysis tools, and CRM systems is essential for daily operations. Strong interpersonal skills, integrity, and the ability to communicate complex financial concepts clearly are vital soft skills in this role. These competencies are crucial for building client trust, delivering personalized advice, and achieving long-term client satisfaction and retention.
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Simon Quick Advisors jobs near you
Infographic showing various Simon Quick Advisors job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $59,092 per year, or $28.4 per hour.
Client Service Associate

Client Service Associate

Simon Quick Advisors

Denver, CO • On-site

$70K/yr

Full-time

Posted 14 days ago

Job description

Company: Simon Quick Advisors
Position: Client Service Associate
Location: Denver, CO
Compensation: Starting at $70,000
Company Description
Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.
Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.
Mission of the Position
The Client Service Associate supports the Client Advisor team with day-to-day client needs and requests.
Top Accountabilities
  • Works with the advisor and analyst to prioritize and execute all client related tasks and requests.
  • Populates and processes documentation for client onboarding, investments, and other account maintenance.
  • Tracks, enters, and reconciles investment activity across our proprietary database, various custodians, and our reporting provider through monitoring daily activity reports.
  • Interacts with third party service providers (i.e. outside custodians, reporting providers, and other advisors).
  • Maintains client confidentiality and assists in identifying potentially fraudulent activity.

Other Duties & Responsibilities
  • Acts as a liaison with tax professionals during tax season.
  • Initiates and executes all money movements for investments and client liquidity needs.
  • Interfaces with money managers regarding investment activity and administration for KYC and AML requests.

Key Criteria/Requirements
  • Bachelor's degree.
  • 0 - 3 years of working experience.
  • Experience with programs including DocuSign; Adobe (PDF) Writer; Salesforce; Microsoft Office, particularly Excel, Outlook, Planner, and Word.

Key Competencies
  • Reliability and Commitment - Consistently dependable, meets deadlines, and fulfills responsibilities with dedication and quality.
  • Planning and Organizing - Effectively prioritizes tasks, manages time well, and ensures resources are used efficiently to achieve goals.
  • Process Management - Streamlines workflows, optimizes resources, and ensures consistent, high-quality outcomes.
  • Initiative - Proactively identifies opportunities, takes action, and drives improvements.
  • Growth Mindset - Embraces challenges, learns from feedback, and continuously seeks to improve skills and knowledge.
  • Energy - Brings enthusiasm and a positive attitude to tasks, maintaining high levels of motivation and productivity.
  • Accountability - Takes responsibility for actions and outcomes, consistently delivering on commitments and owning both successes and mistakes.
  • Attention to Detail - Thoroughly reviews work, ensuring accuracy and precision in every task.
  • Client Focus - Prioritizes client needs, delivers exceptional service, and builds strong, lasting relationships through effective communication and responsiveness.
  • Collaboration and Teamwork - Works effectively with others, shares information openly, and contributes to team goals while respecting diverse perspectives and ideas.

Physical Requirements
  • Must be able to remain in a stationary position 50% of the time.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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