Private Client Advisor Jobs in Colorado
Private Client Advisor jobs in Colorado are concentrated in Denver, Boulder, and Colorado Springs, where wealth management firms, private banks, and brokerage houses maintain strong hiring pipelines for advisors at every level from associate to senior relationship manager. Major employers with lasting Colorado presences include Charles Schwab, Wells Fargo, and Fidelity Investments, all of which staff substantial private client and high-net-worth advisory teams along the Front Range. The most in-demand specialties are estate and trust planning, alternative investments, and family office services. Scan the live roles below and apply to whichever ones fit.
Find Private Client Advisor JobsOverview
Showing 5 of 23+ Private Client Advisor jobs
- Base salary: $80,000 - $90,000 annually, plus uncapped commission.
- On-Target Earnings (base + commission): $100,000 - $150,000+, with uncapped upside.
Who We Are:
At Avi & Co., we set the benchmark for excellence in the luxury watch and jewelry industry. Known for delivering exceptional timepieces from the world’s most luxurious brands, such as Richard Mille, Audemars Piguet, Patek Philippe, and Rolex, as well as our own line of watches and fine jewelry, we pride ourselves on our industry leadership and commitment to excellence.
This role is best suited for a self-motivated sales closer with a desire for high earnings!
Primary Responsibilities: (Included but not limited to)
- Deliver luxury-oriented customer service.
- Be enthusiastic and demonstrate a passion for watches.
- Provide information about the products and services to our prospective clients.
- Answer client questions and suggestively sell products via product recommendations.
- Answer emails daily, promptly, accurately, and courteously.
- Develop and maintain a knowledge base of the evolving products and services.
- Serve as primary contact for customer inquiries about brands' websites, products, and brands' policies.
- Listen well, ask thoughtful questions, seek to understand your client’s needs, and engage in digital Q&A and conversations.
- Handle client issues with outstanding diplomatic skills.
- Present all offers to the Sales Manager.
Qualifications:
- Luxury Watch and/or Fine Jewelry experience with an existing client book is a requirement.
- Ideal candidates are shrewd negotiators and do not mind working odd hours.
- Stay on top of product knowledge.
- Technologically savvy - able to navigate a computer with multiple windows and screens.
- Highly organized and able to quickly shift between priority tasks.
- Strong attention to detail, extraordinary skills in customer service (High Touch), and proven ability to handle sensitive situations deftly.
- Ability to adapt and quickly change the course of action.
- Excellent written communication skills, as well as impeccable grammar and punctuation.
- Open to receiving feedback, coaching, and constructive criticism.
- Ability to work in a fast-paced, intense environment, while remaining positive.
- Basic computer skills, along with working knowledge of Microsoft Office programs.
- Bi-lingual is a plus.
Benefits:
- Oxford/UHC Medical Insurance.
- VSP Vision & Guardian Dental Insurance.
- Time Away - (Paid time off, Paid sick days, Paid holidays).
- Flexible Spending Account.
- Commuter Benefits.
- ADP Employee Assistance Program.
- ADP Discount Programs (auto/home insurance, cell phones, travel, etc.).
Shift:
- 8-hour shift.
Hours of Operation:
- Sunday- Friday 10:30 AM- 7:00PM.
- Base salary: $80,000 - $90,000 annually, plus uncapped commission.
- On-Target Earnings (base + commission): $100,000 - $150,000+, with uncapped upside.
Who We Are:
At Avi & Co., we set the benchmark for excellence in the luxury watch and jewelry industry. Known for delivering exceptional timepieces from the world’s most luxurious brands, such as Richard Mille, Audemars Piguet, Patek Philippe, and Rolex, as well as our own line of watches and fine jewelry, we pride ourselves on our industry leadership and commitment to excellence.
This role is best suited for a self-motivated sales closer with a desire for high earnings!
Primary Responsibilities: (Included but not limited to)
- Deliver luxury-oriented customer service.
- Be enthusiastic and demonstrate a passion for watches.
- Provide information about the products and services to our prospective clients.
- Answer client questions and suggestively sell products via product recommendations.
- Answer emails daily, promptly, accurately, and courteously.
- Develop and maintain a knowledge base of the evolving products and services.
- Serve as primary contact for customer inquiries about brands' websites, products, and brands' policies.
- Listen well, ask thoughtful questions, seek to understand your client’s needs, and engage in digital Q&A and conversations.
- Handle client issues with outstanding diplomatic skills.
- Present all offers to the Sales Manager.
Qualifications:
- Luxury Watch and/or Fine Jewelry experience with an existing client book is a requirement.
- Ideal candidates are shrewd negotiators and do not mind working odd hours.
- Stay on top of product knowledge.
- Technologically savvy - able to navigate a computer with multiple windows and screens.
- Highly organized and able to quickly shift between priority tasks.
- Strong attention to detail, extraordinary skills in customer service (High Touch), and proven ability to handle sensitive situations deftly.
- Ability to adapt and quickly change the course of action.
- Excellent written communication skills, as well as impeccable grammar and punctuation.
- Open to receiving feedback, coaching, and constructive criticism.
- Ability to work in a fast-paced, intense environment, while remaining positive.
- Basic computer skills, along with working knowledge of Microsoft Office programs.
- Bi-lingual is a plus.
Benefits:
- Oxford/UHC Medical Insurance.
- VSP Vision & Guardian Dental Insurance.
- Time Away - (Paid time off, Paid sick days, Paid holidays).
- Flexible Spending Account.
- Commuter Benefits.
- ADP Employee Assistance Program.
- ADP Discount Programs (auto/home insurance, cell phones, travel, etc.).
Shift:
- 8-hour shift.
Hours of Operation:
- Sunday- Friday 10:30 AM- 7:00PM.
See All 23 Private Client Advisor Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Colorado
Where Colorado roles are concentrated, by current openings.
Private Client Advisor Job Market in Colorado
A snapshot from current Colorado openings, updated as new roles post.
Who's Hiring
- JPMorganChase21
- KeyBank1
- Avi &1
Top Industries Hiring
- Fintech10
- Banking & Financial Services10
- Investment & Asset Management10
What Colorado Employers Look For
The qualifications that appear most often in private client advisor jobs across Colorado.
- Active FINRA Series 7 and Series 66 licenses required or must be obtained within first six months
- Bachelor's degree in finance, economics, business, or a closely related field required
- Minimum three to five years of experience in wealth management or private banking preferred
- Demonstrated ability to build and retain a book of high-net-worth or ultra-high-net-worth clients
- CFP, CFA, or CPWA designation strongly preferred for senior-level advisory positions
- Proficiency with CRM platforms and financial planning software such as Salesforce and eMoney
Private Client Advisor Jobs in Colorado: Frequently Asked Questions
How do you become a private client advisor in Colorado?
The standard path in Colorado begins with a bachelor's degree in finance, economics, or business, followed by passing the FINRA Series 7 and Series 66 exams, which are the core licensing requirements for advising clients on securities in Colorado. FINRA administers these exams, and candidates register through a sponsoring broker-dealer. From there, most advisors pursue the Certified Financial Planner credential to deepen their qualifications and compete for private client roles at Colorado's larger wealth management firms.
How much do private client advisors make in Colorado?
Private client advisors in Colorado earn a median of about $89,280 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $57,020 for the lowest 10% to over $269,500 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Colorado?
Colorado private client advisor roles are posted by JPMorganChase, KeyBank, and Avi & and others right now, based on current listings on Migrate Mate as of November 2026. Denver's concentration of corporate headquarters, family offices, and regional bank branches makes Colorado one of the more active states for private client advisory hiring in the Mountain West.
Which Colorado cities have the most private client advisor jobs?
Thornton, Erie, and Denver have the most private client advisor openings in Colorado. Denver anchors the market as the state's financial and corporate hub, drawing the largest share of wealth management and private banking roles, while Boulder's affluent technology and venture community and Colorado Springs' growing professional services sector support consistent hiring in those metros as well.
Are there remote private client advisor jobs in Colorado?
Yes, but they're rare. Private client advisory work is relationship-driven and typically requires in-person meetings with high-net-worth clients, which limits fully remote arrangements. About 0% of private client advisor openings tied to Colorado are remote or hybrid as of November 2026, making them a small but real portion of the market. The roles most likely to carry remote or hybrid flexibility are those focused on financial planning analysis, portfolio review, or relationship support rather than direct client origination.
How can I get hired as a private client advisor in Colorado with little or no experience?
The most realistic entry point is a client associate or financial advisor associate role, which major Colorado-based firms such as Charles Schwab and Fidelity Investments hire into regularly as a structured pathway toward full advisory responsibilities. Working as a personal banker at one of Colorado's large regional or national banks is a common lateral move that provides client relationship experience. Passing the Series 7 and Series 66 exams before applying signals seriousness to Colorado hiring managers and meaningfully improves a candidate's competitiveness without prior advisory experience.
Where can I find and apply to private client advisor jobs in Colorado?
You can find and apply to private client advisor jobs in Colorado on Migrate Mate, which lists current Colorado openings in one place. Search the roles available, identify the ones that match your experience and credentials, and apply directly to whichever positions fit your background.
See All 23 Private Client Advisor Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find Private Client Advisor Jobs