Join Our Team

Are you looking to apprentice into the financial services industry as a new or change of career? Do you have an existing practice you’re looking to sell or merge with another firm? Are you an insurance agent looking to grow past product sales and become a fiduciary planner for your clients?

nVest Advisors might be the right fit for your career as a financial planner and investment manager, or a perfect new home for your current client base. Look below for our current opportunities, and reach out to us at info@nvestadvisors.com for an opportunity to visit with us and explore the options!

College Internships are available for up to two college students each academic year. Our program is 5-hour per week unpaid program to give prospective finance, business, psychology or marketing majors. Our interns are trained in basic practices of working in a financial advisory firm, including:

  • Client communication, prospecting, and sales
  • Financial planning principles and practices – assist our financial planner to craft and present financial solutions to real clients.
  • Investment management including risk tolerance assessment, model portfolio construction, and more
  • Compliant recordkeeping and regulatory requirements of being an IAR.
  • Professional insight and access to the owner and CEO of nVest Advisors on a daily basis.
  • Much more!

If you’re interested in applying for our internship program, please email your resume and a cover letter to CEO Jeremy Torgerson.

Build your own book of client business full- or part-time, using our proven, scalable systems and infrastructure! If you’re the right candidate for our Junior IAR program, you can build your own nVest Advisors “franchise” with the direct help of CEO Jeremy Torgerson.

  • Come licensed and registered or not! We’re a great starting place for either a new career or a change of careers.
  • Build your clients with a proven infrastructure, including an integrated technology stack, marketing, CRM, compliance, custodian relationships, and much more.
  • Build your business with young and growing (and very unique) financial planning firm.
  • Receive the direct and personal coaching of an experienced advisor for client meetings, presentations, planning, and investment management as you learn the craft of being a financial planner.
  • Earn 60 – 80% of your client advisory fees from Day One (the range varies based on the services your client needs). 

We have immediate openings for Junior IARs in Colorado and Texas, but other states are welcome to apply!

If you’re interested in exploring a Junior IAR position with nVest Advisors, please email your resume and a cover letter to CEO Jeremy Torgerson.

Do you have a book of business and are looking for a new RIA to work with? Let’s meet and explore the possibilities. Our unique format and focus is not for every IAR, but if we’re the right fit, you may be thrilled with your new home at nVest Advisors.

  • Associate IARs with a transitionable book of business can earn up to 90% of the current advisory fees from Day One.
  • Build your client base with a proven infrastructure, including an integrated technology stack, marketing, CRM, compliance, custodian relationships, and much more.
  • Build your business with young and growing (and very unique) financial planning firm.
  • We have a flexible investment platform available and multiple custodians to choose from, including TAMP and in-house investment models, Wrap Fee programs, and discretionary / non-discretionary client agreements.
  • A unique and highly innovative client engagement system will streamline your operations and lower your overhead in dramatic ways.
  • You always own your book of business.

We have immediate openings for Associate IARs in Colorado and Texas, but other states are welcome to apply!

If you’re interested in exploring a Associate IAR position with nVest Advisors, please email your resume and a cover letter to CEO Jeremy Torgerson.

Do you have a book of business and are looking to retire or exit the industry? We may be a very good fit for your clients.

We are currently seeking businesses to buy or merge in Colorado, Texas, Wyoming, Utah, Montana, and New Mexico. If you have a book of clients meeting the following criteria, let’s talk:

  • Less than 25% of your revenue is commission-based.
  • Average client age is 60 or below.
  • Your average client is willing to do business virtually (video, phone, email, and text message).

If you’re interested in exploring a sale or merger of your existing book of business with nVest Advisors, please email CEO Jeremy Torgerson.

Are you a CPA, Bookkeeper, Attorney or other professional with a broad reach who is looking for a referral partnership with a fully fiduciary financial planning and investment management firm? We know it’s difficult to place your personal and professional reputation in the hands of an outside company of any kind, but with some of the sketchy practices of insurance agents and stockbrokers, we know it’s doubly so. As a fully fiduciary financial planning and investment management firm, we don’t work on commission and are legally required to always work in our (and your) client’s best interest.

Don’t let your client wander in the wilderness looking for an investment and planning firm they don’t know but are forced to blindly trust. We can meet with you long before your client, go over who we are and what we believe, and show you how we operate. Then, if it’s a good fit for you and your clients, we can create a reciprocal or compensated referral relationship.  Let’s talk!

  • We are always looking for reciprocal referral relationships for our clients in the areas of tax planning, estate planning, bookkeeping, real estate, and more. If you’re looking for a financial advisor you can refer clients to, and would like referrals in return, let’s talk.
  • We also offer compensation agreements for referrals in certain circumstances and following stringent SEC and state regulations. Depending on your state of residence and those of your clients, you may be required to obtain a license or registration to become a compensated referral source.

We’re looking especially for referral relationships in Colorado and Texas, but other states are welcome to apply!

If you’re interested in exploring a referral relationship with nVest Advisors, please email CEO Jeremy Torgerson.