Wealth Advisor Jobs in Colorado
Wealth Advisor jobs in Colorado are concentrated in Denver, Boulder, and Colorado Springs, where a combination of high-net-worth households, a growing tech sector, and proximity to mountain resort communities drives consistent demand at every level from associate to senior advisor. Employers with lasting hiring presence in Colorado include Charles Schwab, Fidelity Investments, and Edward Jones, all of which maintain significant operations or branches across the Front Range. The most in-demand specialties are retirement planning, tax-efficient investing, and estate planning for executives and entrepreneurs relocating to the state. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 28+ Wealth Advisor jobs
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:
- Teamwork. We work selflessly to enrich the lives of our clients and our community.
- Passion. We relentlessly pursue our full potential.
- Integrity. We act in the best interest of others.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.
Summary of the position
We are seeking a highly motivated Wealth Advisor to join our team and help deliver exceptional financial and investment planning services to our clients. In this senior, client-facing role, you will collaborate with other service team members to develop and execute client relationship plans — aiming to enrich their lives, earn their trust, build comprehensive financial plans, and deliver results. With a focus that is both tactical and strategic, this role emphasizes portfolio growth, client retention, and scalable client service across clients of all complexities, while enhancing the overall client experience.
Responsibilities
- Manage the day-to-day aspects of client engagements as a member of a team.
- Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience.
- Proactively maintain client relationships through excellent client service.
- Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans.
- Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports.
- Display professional communication skills with in-person interactions as well as responses to clients, advisors, and team members by phone, email, and written communications.
- Serve as a primary point of contact for client relationships.
- Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner.
- Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence
- Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.
- Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed.
- Complete client meeting notes and follow up tasks as required.
- Coordinate the execution of trade orders with our investment operations team.
- Develop a deeper technical expertise in general financial knowledge.
- Identify additional planning or asset management opportunities in existing client relationships.
Requirements
- Bachelor’s degree required in Economics, Finance or related field
- CFP achieved and 5 years' experience required
- If no CFP or industry designation, 7 years client facing advisory experience required with RIA firm with active Series 65
- Technical knowledge of all aspects of comprehensive financial planning; including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management
- Previous experience working with financial planning software and planning deliverables with a Registered Investment Advisor (RIA) or in a financial advisory setting
- Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce
- Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.
Competencies
- Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines
- Excellent communication skills, both written and verbal
- Ability to find creative solutions to problems, devise strategies, and propose solutions
- Self-starter and able to perform job duties with little supervision
- Customer service oriented, with the ability to work independently as well as collaborate with team members
- Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:
- Teamwork. We work selflessly to enrich the lives of our clients and our community.
- Passion. We relentlessly pursue our full potential.
- Integrity. We act in the best interest of others.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.
Summary of the position
We are seeking a highly motivated Wealth Advisor to join our team and help deliver exceptional financial and investment planning services to our clients. In this senior, client-facing role, you will collaborate with other service team members to develop and execute client relationship plans — aiming to enrich their lives, earn their trust, build comprehensive financial plans, and deliver results. With a focus that is both tactical and strategic, this role emphasizes portfolio growth, client retention, and scalable client service across clients of all complexities, while enhancing the overall client experience.
Responsibilities
- Manage the day-to-day aspects of client engagements as a member of a team.
- Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience.
- Proactively maintain client relationships through excellent client service.
- Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans.
- Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports.
- Display professional communication skills with in-person interactions as well as responses to clients, advisors, and team members by phone, email, and written communications.
- Serve as a primary point of contact for client relationships.
- Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner.
- Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence
- Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.
- Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed.
- Complete client meeting notes and follow up tasks as required.
- Coordinate the execution of trade orders with our investment operations team.
- Develop a deeper technical expertise in general financial knowledge.
- Identify additional planning or asset management opportunities in existing client relationships.
Requirements
- Bachelor’s degree required in Economics, Finance or related field
- CFP achieved and 5 years' experience required
- If no CFP or industry designation, 7 years client facing advisory experience required with RIA firm with active Series 65
- Technical knowledge of all aspects of comprehensive financial planning; including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management
- Previous experience working with financial planning software and planning deliverables with a Registered Investment Advisor (RIA) or in a financial advisory setting
- Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce
- Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.
Competencies
- Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines
- Excellent communication skills, both written and verbal
- Ability to find creative solutions to problems, devise strategies, and propose solutions
- Self-starter and able to perform job duties with little supervision
- Customer service oriented, with the ability to work independently as well as collaborate with team members
- Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues
See All 28 Wealth Advisor Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in Colorado
Where Colorado roles are concentrated, by current openings.
Wealth Advisor Job Market in Colorado
A snapshot from current Colorado openings, updated as new roles post.
Who's Hiring
- JPMorganChase12
- U.S. Bank2
- First Western Trust2
- Zions Bancorporation2
- Sequoia Financial2
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Consulting & Professional Services
What Colorado Employers Look For
The qualifications that appear most often in wealth advisor jobs across Colorado.
- Active FINRA Series 65 or Series 66 license registered in Colorado
- Bachelor's degree in finance, economics, business, or a related field
- CFP designation or active progress toward Certified Financial Planner certification
- Proven experience managing client portfolios and building advisory relationships
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
- Strong knowledge of tax-efficient investment strategies and estate planning fundamentals
Wealth Advisor Jobs in Colorado: Frequently Asked Questions
How do you become a wealth advisor in Colorado?
Becoming a wealth advisor in Colorado requires passing the FINRA Series 65 exam to register as an Investment Adviser Representative, which allows you to charge fees for financial advice. Most employers also expect a bachelor's degree in finance, economics, or a related field. Earning the Certified Financial Planner designation strengthens your candidacy considerably. Colorado does not have a separate state-issued advisor license beyond the FINRA registration administered through FINRA's CRD system.
How much do wealth advisors make in Colorado?
Wealth 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 wealth advisors in Colorado?
Employers hiring wealth advisors in Colorado right now include JPMorganChase, U.S. Bank, and First Western Trust, based on current listings on Migrate Mate as of September 2026. Colorado's concentration of high-earning technology professionals and retirees relocating from other states keeps hiring activity strong at both national firms with Front Range offices and independent regional advisory practices.
Which Colorado cities have the most wealth advisor jobs?
Denver, Boulder, and Lakewood have the most wealth advisor openings in Colorado. Denver anchors the majority of listings because of its dense concentration of corporate headquarters, private equity firms, and financial services offices, while Boulder's tech and startup ecosystem produces high-net-worth clients, and Colorado Springs draws both military retirees seeking financial guidance and regional branches of national advisory firms.
Are there remote wealth advisor jobs in Colorado?
Yes, though they are less common than in purely analytical roles, since wealth advising relies heavily on in-person client relationships. About 14% of wealth advisor openings tied to Colorado are remote or hybrid as of September 2026, which reflects a meaningful but selective share of the market. Client-facing relationship management roles tend to require at least some in-office presence, while financial planning, portfolio analysis, and paraplanning support roles are most likely to offer remote or hybrid arrangements.
How can I get hired as a wealth advisor in Colorado with little or no experience?
The most realistic entry path is to pursue a paraplanner or financial planning associate role, which large Colorado firms such as Charles Schwab and Fidelity use as structured pipelines for developing advisors without a client book. Lateral moves from banking roles such as personal banker or relationship manager are also well-recognized by Colorado hiring managers. Passing the Series 65 and enrolling in a CFP education program before applying signals seriousness and gives you a concrete edge over other entry-level candidates.
Where can I find and apply to wealth advisor jobs in Colorado?
You can find and apply to wealth advisor jobs in Colorado on Migrate Mate, which lists current Colorado openings from employers across the state. Search the listings, find the roles that match your experience and credentials, and apply directly to the ones that fit.
See All 28 Wealth Advisor Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
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