Financial Consultant Jobs in Colorado

Financial Consultant jobs in Colorado are among the most active in the Mountain West, with consistent demand across wealth management, corporate finance, and retirement planning at every level from entry-level associate to senior advisor. Denver, Boulder, and Colorado Springs anchor the hiring market, where established firms like Charles Schwab, TIAA, and Fidelity Investments maintain significant Colorado operations. The most in-demand specialties right now are investment planning, tax strategy, and fee-based financial advisory. Scan the live roles below and apply to whichever ones fit.

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Overview

Open roles7
Top employerWealthbridge Financial
Top cityDenver, CO
Cities hiring6
Work type67% Hybrid
Top credentialBachelor's degree in finance

Showing 5 of 7+ Financial Consultant jobs

Ryder System
MBA Leadership Development Program - Financial Consultant - REMOTE
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Ryder System
Added 2d ago
MBA Leadership Development Program - Financial Consultant - REMOTE
Ryder System
Denver, Colorado
Business Operations
Business Strategy
Consulting & Professional Services
$100k - $110k/yr
Remote (US)
Master's degree in business administration

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Wealthbridge Financial Group
Financial Consultant
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Wealthbridge Financial Group
Added 2mo ago
Financial Consultant
Wealthbridge Financial Group
Kersey, Colorado
Account Management
Business Development
Consulting & Professional Services
Customer Success
$100k - $175k/yr
Hybrid
Bachelor's degree in finance

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Wealthbridge Financial Group
Financial Consultant
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Wealthbridge Financial Group
Added 2mo ago
Financial Consultant
Wealthbridge Financial Group
Wellington, Colorado
Account Management
Business Development
Consulting & Professional Services
Customer Success
$100k - $175k/yr
Hybrid
Bachelor's degree in finance

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Wealthbridge Financial Group
Financial Consultant
We won't show you this job again
Wealthbridge Financial Group
Added 2mo ago
Financial Consultant
Wealthbridge Financial Group
Windsor, Colorado
Account Management
Business Development
Consulting & Professional Services
Customer Success
$100k - $175k/yr
Hybrid
Bachelor's degree in finance

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Wealthbridge Financial Group
Financial Consultant
We won't show you this job again
Wealthbridge Financial Group
Added 2mo ago
Financial Consultant
Wealthbridge Financial Group
Fort Collins, Colorado
Account Management
Business Development
Consulting & Professional Services
Customer Success
$100k - $175k/yr
Hybrid
Bachelor's degree in finance

Have you applied for this role?

See All 7 Financial Consultant Jobs in Colorado

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

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Financial Consultant Jobs by City in Colorado

Where Colorado roles are concentrated, by current openings.

Denver
2 jobs
Kersey
1 job
Windsor
1 job
Wellington
1 job
Fort Collins
1 job
Greenwood Village
1 job

Financial Consultant Job Market in Colorado

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

Who's Hiring

Wealthbridge Financial
Wealthbridge Financial4 open roles
Deloitte
Deloitte1 open role
Ryder System
Ryder System1 open role

What Colorado Employers Look For

The qualifications that appear most often in financial consultant jobs across Colorado.

  • Active FINRA Series 65 or Series 66 license recognized in Colorado
  • Bachelor's degree in finance, economics, accounting, or a closely related field
  • CFP certification or demonstrated progress toward Certified Financial Planner designation
  • Proven ability to build and manage a client book using CRM and financial planning software
  • Strong knowledge of investment products, tax planning, and retirement account structures
  • Excellent written and verbal communication skills for client-facing advisory work

Financial Consultant Jobs in Colorado: Frequently Asked Questions

How do you become a financial consultant in Colorado?

Most financial consultant roles in Colorado require passing the FINRA Series 65 exam to register as an Investment Adviser Representative, or the Series 7 and Series 66 combination if you'll also sell securities. Registration is handled through FINRA and filed with the Colorado Division of Securities. Employers typically require a bachelor's degree in finance, economics, or accounting. A CFP designation strengthens candidacy considerably for wealth management and fee-based advisory positions.

Which companies hire financial consultants in Colorado?

Colorado financial consultant roles are posted by Wealthbridge Financial, Deloitte, and Ryder System and others right now, based on current listings on Migrate Mate as of September 2026. Colorado's mix of large financial services headquarters, regional wealth management firms, and corporate finance departments at energy and technology companies creates steady, diversified hiring throughout the year.

Which Colorado cities have the most financial consultant jobs?

Denver, Kersey, and Windsor have the most financial consultant openings in Colorado. Denver dominates because it is home to major financial services operations and corporate headquarters, while Boulder's tech and biotech sector generates strong demand for corporate and equity planning consultants, and Colorado Springs supports a steady stream of openings tied to its large military and government contractor workforce.

Are there remote financial consultant jobs in Colorado?

Yes, and more than many comparable professional roles. About 100% of financial consultant openings tied to Colorado are remote or hybrid as of September 2026, reflecting the strong shift toward virtual client advisory work across the industry. Financial planning, investment analysis, and portfolio review work are the most remote-friendly segments, while roles requiring in-person client relationship management are more likely to require at least a hybrid schedule.

How can I get hired as a financial consultant in Colorado with little or no experience?

The most realistic entry path is a financial advisor associate or client service associate role at a large firm with a structured training program. Charles Schwab and Fidelity Investments both run associate development programs at their Colorado offices that bring in candidates without prior advisory experience and train them toward licensing. Passing the Series 65 exam before applying gives candidates a clear edge. Adjacent roles in banking, insurance, and tax preparation at firms like H&R Block or local credit unions also provide a recognized bridge into consulting.

Where can I find and apply to financial consultant jobs in Colorado?

You can find and apply to financial consultant jobs in Colorado on Migrate Mate, which lists current Colorado openings across Denver, Boulder, Colorado Springs, and surrounding areas. Search the listings, find the roles that match your experience and specialty, and apply directly to the ones that fit.

See All 7 Financial Consultant Jobs in Colorado

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

Find Financial Consultant Jobs