Client Associate Jobs in Colorado

Client Associate jobs in Colorado are concentrated in Denver, Boulder, and Colorado Springs, where wealth management firms, financial services companies, and brokerage operations have built lasting hiring bases. Edward Jones, Charles Schwab, and Fidelity Investments all maintain a significant presence in the state and consistently hire client associates across investment support, relationship management, and compliance coordination. Demand is particularly strong for candidates with Series 7 or Series 66 credentials, reflecting Colorado's active retail brokerage and financial planning market. Find a role that fits below and apply directly.

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Overview

Open roles39
Top employerPNC Financial Services
Top cityDenver, CO
Cities hiring16
Work type56% On-site
Top industryFintech

Showing 5 of 39+ Client Associate jobs

PNC Financial Services Group
Client Experience Associate
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PNC Financial Services Group
Added 2d ago
Client Experience Associate
PNC Financial Services Group
Colorado Springs, Colorado
Business Operations
Customer Service
Customer Success
$37k - $62k/yr
No degree
10,000+

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PNC Financial Services Group
Client Experience Associate
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PNC Financial Services Group
Added 2d ago
Client Experience Associate
PNC Financial Services Group
Glenwood Springs, Colorado
Business Operations
Customer Service
Customer Success
$34k - $56k/yr
No degree
10,000+

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PNC Financial Services Group
Client Experience Associate
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PNC Financial Services Group
Added 3d ago
Client Experience Associate
PNC Financial Services Group
Wheat Ridge, Colorado
IT Support & Systems Administration
Program Management
Project & Program Management
Technical Product & Program Management
$37k - $62k/yr
No degree
10,000+

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PNC Financial Services Group
Client Experience Associate
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PNC Financial Services Group
Added 3d ago
Client Experience Associate
PNC Financial Services Group
Carbondale, Colorado
Healthcare Administration
Patient Services & Wellbeing
Social Work & Counseling
$34k - $56k/yr
No degree
10,000+

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Morgan Stanley
Registered Client Service Associate
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Morgan Stanley
Added 3d ago
Registered Client Service Associate
Morgan Stanley
Boulder, Colorado
Business Strategy
Marketing
Product Marketing
$35k - $75k/yr
High school diploma or GED
10,000+

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See All 39 Client Associate Jobs in Colorado

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Client Associate Jobs by City in Colorado

Where Colorado roles are concentrated, by current openings.

Colorado Springs
4 jobs
Otis
2 jobs
Arvada
2 jobs
Aurora
2 jobs
Boulder
2 jobs
Carbondale
2 jobs
Louisville
2 jobs
Westminster
2 jobs

Client Associate Job Market in Colorado

A snapshot from current Colorado openings, updated as new roles post.

Who's Hiring

  • PNC Financial Services
    PNC Financial Services10
  • Vectra Bank
    Vectra Bank3
  • Morgan Stanley
    Morgan Stanley3
  • Triumph Financial
    Triumph Financial3
  • Holland & Hart LLP
    Holland & Hart LLP3

Top Industries Hiring

  • Fintech
  • Insurance
  • Banking & Financial Services
  • Investment & Asset Management

What Colorado Employers Look For

The qualifications that appear most often in client associate jobs across Colorado.

  • Active FINRA Series 7 or Series 66 registration, or willingness to obtain upon hire
  • Bachelor's degree in finance, business, economics, or a closely related field
  • One or more years of client-facing experience in financial services or banking
  • Proficiency with CRM platforms and portfolio management or brokerage software
  • Strong written and verbal communication skills for client and advisor interaction
  • Ability to pass a background check and meet FINRA registration eligibility requirements

Client Associate Jobs in Colorado: Frequently Asked Questions

How do you become a client associate in Colorado?

Most client associate roles in Colorado require a bachelor's degree in finance, business, or a related field alongside FINRA licensing, typically the Series 7 and either the Series 63 or Series 66. You register through FINRA after sponsorship by an employer, and Colorado does not add a separate state securities license beyond those FINRA exams. Some employers will hire candidates without existing registrations and sponsor them through the process during onboarding.

Which companies hire client associates in Colorado?

Employers hiring client associates in Colorado right now include PNC Financial Services, Vectra Bank, and Morgan Stanley, based on current listings on Migrate Mate as of September 2026. Colorado's concentration of wealth management firms and regional brokerage offices in Denver and the surrounding Front Range keeps demand for client associates relatively steady throughout the year.

Which Colorado cities have the most client associate jobs?

Denver, Colorado Springs, and Otis account for the largest share of client associate openings in Colorado. Denver anchors the market as the state's primary financial services hub, home to large brokerage offices and wealth management firms, while Boulder and Colorado Springs draw openings from regional advisory practices and firms serving the substantial professional and military populations in those areas.

Are there remote client associate jobs in Colorado?

Yes, but they're less common than in purely analytical roles because client associates frequently support advisors and clients through in-person meetings and branch operations. About 44% of client associate openings tied to Colorado are remote or hybrid as of September 2026, and those positions tend to favor back-office administrative support or phone-based client service functions rather than relationship-facing advisor support roles.

How can I get hired as a client associate in Colorado with little or no experience?

The most realistic entry path is through a bank teller, personal banker, or customer service representative role at a Colorado retail bank or credit union, which builds client-facing habits and often leads directly to associate-level openings. Edward Jones and Fidelity both run structured associate programs in Colorado that accept candidates without prior brokerage experience. Earning a Series 7 or a CFP coursework certificate while in an adjacent role signals commitment and gives you a concrete edge when applying to brokerage or advisory firms.

Where can I find and apply to client associate jobs in Colorado?

You can find and apply to client associate jobs in Colorado on Migrate Mate, which lists current openings across Denver, Boulder, Colorado Springs, and other Colorado markets. Find the roles that fit your background and apply directly from the listings on this page.

See All 39 Client Associate Jobs in Colorado

Find roles in Colorado that match your experience and apply in just a few clicks.

Find Client Associate Jobs