Client Advisor Jobs in Colorado
Client Advisor jobs in Colorado are concentrated in Denver, Colorado Springs, and Boulder, where financial services firms, wealth management boutiques, and technology-sector employers maintain strong hiring programs for this role. Established names such as Charles Schwab, Fidelity Investments, and TIAA have significant operations in the Denver metro and regularly bring on client advisors across wealth planning, brokerage services, and institutional relationship management. Demand ranges from entry-level associate roles to senior relationship managers, with the deepest openings in financial advisory, insurance services, and private banking. Scan the live roles below and apply to whichever ones fit.
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Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Premier Client Advisor within PNC's Wealth Management organization, you will be based in Arvada, CO.Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
- Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
- Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
- Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with Private Client Banker, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
- Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Competencies
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks And Activities, Selling.Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.Education
BachelorsCertifications
No Required Certification(s)Licenses
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.Language Assessments
No Required or Preferred Language Assessments
Pay Transparency
Base Salary: $57,750.00 – $96,250.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application Window
Generally, this opening is expected to be posted for two business days from 09/17/2026, although it may be longer with business discretion.Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
See All 30 Client Advisor Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Colorado
Where Colorado roles are concentrated, by current openings.
Client Advisor Job Market in Colorado
A snapshot from current Colorado openings, updated as new roles post.
Who's Hiring
- JPMorganChase25

- PNC Financial Services2

- KeyBank1

- Giorgio Armani1

- Schomp Automotive1

Top Industries Hiring
- Fintech10
- Banking & Financial Services10
- Investment & Asset Management10
What Colorado Employers Look For
The qualifications that appear most often in client advisor jobs across Colorado.
- Active FINRA Series 7 or Series 65 registration recognized under Colorado Division of Securities rules
- Bachelor's degree in finance, business, economics, or a related field
- Two or more years of client-facing experience in financial services or a related industry
- Demonstrated ability to build and manage a client book through consultative relationship skills
- Proficiency with CRM platforms such as Salesforce or similar client management software
- Strong written and verbal communication skills suited to high-net-worth or institutional client interactions
Client Advisor Jobs in Colorado: Frequently Asked Questions
How do you become a client advisor in Colorado?
The most direct path is earning a relevant bachelor's degree and obtaining the securities registrations required by Colorado employers, typically the FINRA Series 7 for brokerage roles or the Series 65 for fee-based investment advisory work, both overseen by the Colorado Division of Securities. Many candidates begin in banking or financial planning associate roles at Colorado firms, then pursue licensure while building client-facing experience. Designations such as the CFP or CFA significantly improve competitiveness for senior positions.
Which companies hire client advisors in Colorado?
Companies currently hiring client advisors in Colorado include JPMorganChase, PNC Financial Services, and KeyBank, per current listings on Migrate Mate as of September 2026. Colorado's concentration of financial services headquarters and regional offices in the Denver metro drives consistent year-round demand for this role across both large institutions and independent advisory firms.
Which Colorado cities have the most client advisor jobs?
Thornton, Highlands Ranch, and Erie account for the largest share of client advisor openings in Colorado. Denver dominates because it hosts the headquarters and major regional offices of financial services firms, insurance carriers, and technology companies that maintain large client advisory teams, while Colorado Springs and Boulder contribute meaningfully through regional bank branches, wealth management boutiques, and growing tech-sector employers that rely on client advisors for enterprise account management.
Are there remote client advisor jobs in Colorado?
Yes, but they're less common than in purely digital roles because client advisor work often involves in-person relationship building. About 0% of client advisor openings tied to Colorado are remote or hybrid as of September 2026, with remote availability highest for technology-focused client success positions and hybrid schedules most common at financial advisory and insurance firms that still value regular client contact.
How can I get hired as a client advisor in Colorado with little or no experience?
The most realistic entry point is a financial services associate or client service representative role at one of Colorado's large retail banking or brokerage operations, such as branches run by major Denver-area institutions, where on-the-job licensing support is common. Charles Schwab's Denver operations, for example, run structured training programs for candidates without prior advisory experience. Obtaining your Series 65 registration through the Colorado Division of Securities before applying gives you a clear credential edge over unlicensed candidates for the same entry-level openings.
Where can I find and apply to client advisor jobs in Colorado?
You can find and apply to client advisor jobs in Colorado on Migrate Mate, which lists current openings from Colorado employers. Search the roles available, find the ones that match your experience and target location, and apply directly to the ones that fit your background.
See All 30 Client Advisor Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find Client Advisor Jobs