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.
Find Wealth Advisor JobsOverview
Showing 5 of 29+ Wealth Advisor jobs
Location: Cherry Creek, CO (In-Office)
Job Type: Full-time Exempt
Salary: $166,000 - $227,500/YR Actual offer will be based on experience, location, education, and/or skills
Applications should be submitted for consideration no later than 11/30/2026.
Who We’re Looking For
You’re a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity. You’re energized by business development, mentoring others, and elevating the overall client experience. If you thrive in a role that blends leadership, growth, and elite client service, this role is for you.
About the Role
The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team.
What You’ll Do
- Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.
- Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.
- Prepare and present proposals that showcase First Western’s fiduciary, planning, and investment capabilities.
- Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.
- Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.
- Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.
What You Bring
- Bachelor’s degree in Business, Finance, or a related field required; Master’s degree preferred.
- 10–15 years of experience in wealth management, including comprehensive financial planning.
- 5–7 years of management experience.
- CFP certification within 18 months.
- Proven success in business development, prospecting, and relationship growth.
- Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.
- Strong leadership, coaching, and mentoring capabilities.
- High emotional intelligence, integrity, and professionalism.
- Exceptional communication skills with the ability to simplify complex financial concepts.
- Deep understanding of financial planning tools, workflows, and client experience design.
- Ability to influence across teams and lead effectively through change.
What We Offer
- Competitive base salary: $166,000 - $227,500/YR, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Comprehensive health and wellness benefits, including:
+ Health savings accounts (HSA)
+ Flexible spending accounts (FSA)
+ Medical, dental, and vision coverage
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
- A culture of collaboration, continuous improvement, and shared success.
Who We Are
At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways. We celebrate each other’s successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients. Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you’re just beginning your journey or bringing years of experience, you’ll find a welcoming community where your contributions are valued and your potential is boundless.
We expect our people to:
- Demand and reward excellence.
- Take action and responsibility.
- Collaborate, communicate openly, and give/receive feedback with trust.
- Go above and beyond to do what’s right—always.
If that sounds like you, you’ll fit right in. Learn more at myfw.com or email Talent.Management@myfw.com.
Equal Opportunity Employer
First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.
Pay Range
Pay Range: $166,000 USD - $227,500 USD
Location: Cherry Creek, CO (In-Office)
Job Type: Full-time Exempt
Salary: $166,000 - $227,500/YR Actual offer will be based on experience, location, education, and/or skills
Applications should be submitted for consideration no later than 11/30/2026.
Who We’re Looking For
You’re a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity. You’re energized by business development, mentoring others, and elevating the overall client experience. If you thrive in a role that blends leadership, growth, and elite client service, this role is for you.
About the Role
The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team.
What You’ll Do
- Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.
- Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.
- Prepare and present proposals that showcase First Western’s fiduciary, planning, and investment capabilities.
- Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.
- Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.
- Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.
What You Bring
- Bachelor’s degree in Business, Finance, or a related field required; Master’s degree preferred.
- 10–15 years of experience in wealth management, including comprehensive financial planning.
- 5–7 years of management experience.
- CFP certification within 18 months.
- Proven success in business development, prospecting, and relationship growth.
- Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.
- Strong leadership, coaching, and mentoring capabilities.
- High emotional intelligence, integrity, and professionalism.
- Exceptional communication skills with the ability to simplify complex financial concepts.
- Deep understanding of financial planning tools, workflows, and client experience design.
- Ability to influence across teams and lead effectively through change.
What We Offer
- Competitive base salary: $166,000 - $227,500/YR, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Comprehensive health and wellness benefits, including:
+ Health savings accounts (HSA)
+ Flexible spending accounts (FSA)
+ Medical, dental, and vision coverage
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
- A culture of collaboration, continuous improvement, and shared success.
Who We Are
At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways. We celebrate each other’s successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients. Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you’re just beginning your journey or bringing years of experience, you’ll find a welcoming community where your contributions are valued and your potential is boundless.
We expect our people to:
- Demand and reward excellence.
- Take action and responsibility.
- Collaborate, communicate openly, and give/receive feedback with trust.
- Go above and beyond to do what’s right—always.
If that sounds like you, you’ll fit right in. Learn more at myfw.com or email Talent.Management@myfw.com.
Equal Opportunity Employer
First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.
Pay Range
Pay Range: $166,000 USD - $227,500 USD
See All 29 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
- JPMorganChase10
- PNC Financial Services5
- Sequoia Financial3
- U.S. Bank2
- Zions Bancorporation2
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- 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, PNC Financial Services, and Sequoia Financial, based on current listings on Migrate Mate as of November 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, Erie, and Boulder 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 29% of wealth advisor openings tied to Colorado are remote or hybrid as of November 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 29 Wealth Advisor Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
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