Investment Jobs in Colorado
Investment jobs in Colorado are in strong demand, with Denver anchoring one of the fastest-growing financial services markets in the mountain west and activity extending into Boulder and Colorado Springs across wealth management, private equity, and institutional finance. Major employers with a lasting Colorado presence include Charles Schwab, Fidelity Investments, and TIAA, all of which maintain significant operations in the Denver metro. The most consistently sought specialties are financial advising, portfolio analysis, and equity research. Scan the live roles below and apply to whichever ones fit.
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POSITION SUMMARY:
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
- Advise clients in accordance with the Team's agreed upon strategy
- Analyze investment opportunities and client needs, and recommend appropriate strategies
- Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
- Comply with all industry rules and regulations
- Additional tasks as needed
- Minimum of bachelor’s degree or comparable professional certification required
- Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
- Product and state licenses must be in parallel to Financial Advisors on the Team
- At least 5 year(s) of business experience and proven success in a previous career
- Minimum of 5 years FINRA Registration preferred
- Extensive knowledge around financial industry and product knowledge
- Ability to communicate effectively with co-workers and clients
- Excellent written and oral communication skills
- Knowledge of applicable compliance rules and regulations and firm policies
- Branch Manager or Associate Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Job Posting Pay Range
Salary range for the position: $68,000.00 - $120,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/28/26, but may be extended depending on whether a candidate has been selected.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
POSITION SUMMARY:
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
- Advise clients in accordance with the Team's agreed upon strategy
- Analyze investment opportunities and client needs, and recommend appropriate strategies
- Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
- Comply with all industry rules and regulations
- Additional tasks as needed
- Minimum of bachelor’s degree or comparable professional certification required
- Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
- Product and state licenses must be in parallel to Financial Advisors on the Team
- At least 5 year(s) of business experience and proven success in a previous career
- Minimum of 5 years FINRA Registration preferred
- Extensive knowledge around financial industry and product knowledge
- Ability to communicate effectively with co-workers and clients
- Excellent written and oral communication skills
- Knowledge of applicable compliance rules and regulations and firm policies
- Branch Manager or Associate Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Job Posting Pay Range
Salary range for the position: $68,000.00 - $120,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/28/26, but may be extended depending on whether a candidate has been selected.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
See All 31 Investment Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Jobs by City in Colorado
Where Colorado roles are concentrated, by current openings.
Investment Job Market in Colorado
A snapshot from current Colorado openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Accounting & Auditing
- Banking & Financial Services
- Investment & Asset Management
What Colorado Employers Look For
The qualifications that appear most often in investment jobs across Colorado.
- Active FINRA Series 7 or Series 65 license registered in Colorado
- Bachelor's degree in finance, economics, accounting, or a related field
- Demonstrated experience with financial modeling and investment analysis tools
- Proficiency with Bloomberg Terminal, Morningstar, or comparable research platforms
- CFA designation or active progress toward the CFA charter preferred
- Strong communication skills for presenting analysis to clients or investment committees
Investment Jobs in Colorado: Frequently Asked Questions
How do you become a investment in Colorado?
Most investment roles in Colorado require passing FINRA licensing exams, with the Series 65 being mandatory for investment advisers registered through the Colorado Division of Securities. Registered investment advisers must register directly with the Division of Securities or the SEC depending on assets under management. A bachelor's degree in finance, economics, or accounting is the standard educational foundation, and many Colorado employers also expect progress toward or completion of the CFA designation.
Which companies hire investments in Colorado?
Employers hiring investments in Colorado right now include Fidelity Investments, JPMorganChase, and RBC, based on current listings on Migrate Mate as of November 2026. Colorado's concentration of financial services firms, wealth management companies, and technology-sector employees with investable assets has drawn both national institutions and independent registered investment adviser firms to the Denver metro and surrounding areas.
Which Colorado cities have the most investment jobs?
Denver, Greenwood Village, and Boulder account for the largest share of investment openings in Colorado. Denver dominates due to its concentration of financial services headquarters, asset management firms, and a large professional workforce, while Boulder attracts roles tied to technology investment and venture-aligned finance, and Colorado Springs supports openings connected to federal contractors and regional wealth management practices.
Are there remote investment jobs in Colorado?
Yes, and more than many finance-adjacent fields. About 86% of investment openings tied to Colorado are remote or hybrid as of November 2026, reflecting how much of the analytical and advisory work can be done off-site. Research analyst, financial modeling, and portfolio strategy roles are the most likely to carry remote or hybrid arrangements, while client-facing wealth management positions generally require in-person availability.
How can I get hired as a investment in Colorado with little or no experience?
The most realistic entry path is through a financial analyst or junior portfolio associate role at a Colorado-based registered investment adviser or regional bank. Charles Schwab and Fidelity Investments both operate rotational and new-grad development programs out of their Denver and Englewood offices. Candidates without direct experience often transition from adjacent roles in accounting, financial planning, or banking. Completing the Series 65 exam before applying gives a strong competitive edge with Colorado-registered investment adviser firms.
Where can I find and apply to investment jobs in Colorado?
You can find and apply to investment jobs in Colorado on Migrate Mate, which lists current Colorado openings updated regularly. Search the available roles, find the ones that match your background and target employer, and apply directly through the listings.
See All 31 Investment Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
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