Wealth Management Advisor Jobs in Colorado
Wealth Management Advisor jobs in Colorado concentrate in private banking, independent registered investment advisory firms, and the retirement planning sector serving the state's growing high-net-worth population. Denver, Boulder, and Colorado Springs account for the bulk of openings, with major employers like Charles Schwab, Fidelity Investments, and TIAA maintaining significant Colorado operations. The most in-demand specialties are retirement income planning, portfolio management for tech-sector professionals, and estate planning. See the openings below and apply to the ones that match your experience.
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Showing 5 of 20+ Wealth Management Advisor jobs
Location: Cherry Creek, CO (In-Office)
Job Type: Full-Time Exempt
Salary: $85,000 - $119,000/YR Actual offer will be based on experience, location, education, and/or skills
Applications should be submitted for consideration no later than 08/31/2026.
Who We're Looking For
You're a relationship-driven wealth management professional who enjoys helping clients navigate complex financial decisions and achieve their long-term goals. You bring a strong foundation in financial planning, exceptional attention to detail, and a commitment to delivering an outstanding client experience. You thrive in a collaborative environment, communicate effectively with clients and professional advisors, and approach every interaction with integrity and professionalism. If you're passionate about building trusted relationships and supporting comprehensive wealth management solutions, this role is for you.
About the Role
The Wealth Advisor Associate plays a key role in supporting comprehensive wealth management by preparing proposals, presentations, and detailed plans for prospective and existing clients. Acting as a trusted point of contact, this position responds to fiduciary and investment inquiries, maintains strong client relationships, and identifies opportunities to enhance service delivery. The role collaborates with Senior Wealth Advisors on account reviews, plan setup, and meeting preparation while cultivating partnerships with professional advisors to strengthen client outcomes. Success in this position requires strong attention to detail, proficiency with financial planning tools and CRM systems, and a relationship-first mindset grounded in integrity and professionalism.
- Prepare and present comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
- Serve as a trusted point of contact for clients, responding to fiduciary and investment inquiries, maintaining relationships, and ensuring client satisfaction while identifying opportunities for additional products and services.
- Support Senior Wealth Advisors with wealth plan reviews, plan setup, creation, and monitoring, along with prep for client meetings.
- Assist in preparing proposals, RFPs, presentations, and other materials for new business opportunities.
- Cultivate relationships with professional advisors and coordinate communications to strengthen partnerships and enhance client service delivery.
- Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.
What You Bring
- Bachelor's degree in Finance, Business, or a related field (preferred).
- 3-5 years of experience in Wealth Management, Financial Planning, or a related advisory environment (required).
- Understanding of financial planning tools, planning workflows, and client experience strategies.
- Experience working with CRM systems preferred.
- Strong attention to detail, organizational skills, and ability to manage multiple priorities.
- Excellent communication and relationship-building skills.
- Ability to work independently while collaborating effectively with internal and external stakeholders.
- Sound judgment, problem-solving ability, and ownership mindset.
- High emotional intelligence, professionalism, and a client-centric approach.
- CFP® certification or equivalent designation required within two years of hire (required).
What We Offer
- Competitive base salary: $85,000 - $119,000/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: $85,000 USD - $119,000 USD
Location: Cherry Creek, CO (In-Office)
Job Type: Full-Time Exempt
Salary: $85,000 - $119,000/YR Actual offer will be based on experience, location, education, and/or skills
Applications should be submitted for consideration no later than 08/31/2026.
Who We're Looking For
You're a relationship-driven wealth management professional who enjoys helping clients navigate complex financial decisions and achieve their long-term goals. You bring a strong foundation in financial planning, exceptional attention to detail, and a commitment to delivering an outstanding client experience. You thrive in a collaborative environment, communicate effectively with clients and professional advisors, and approach every interaction with integrity and professionalism. If you're passionate about building trusted relationships and supporting comprehensive wealth management solutions, this role is for you.
About the Role
The Wealth Advisor Associate plays a key role in supporting comprehensive wealth management by preparing proposals, presentations, and detailed plans for prospective and existing clients. Acting as a trusted point of contact, this position responds to fiduciary and investment inquiries, maintains strong client relationships, and identifies opportunities to enhance service delivery. The role collaborates with Senior Wealth Advisors on account reviews, plan setup, and meeting preparation while cultivating partnerships with professional advisors to strengthen client outcomes. Success in this position requires strong attention to detail, proficiency with financial planning tools and CRM systems, and a relationship-first mindset grounded in integrity and professionalism.
- Prepare and present comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
- Serve as a trusted point of contact for clients, responding to fiduciary and investment inquiries, maintaining relationships, and ensuring client satisfaction while identifying opportunities for additional products and services.
- Support Senior Wealth Advisors with wealth plan reviews, plan setup, creation, and monitoring, along with prep for client meetings.
- Assist in preparing proposals, RFPs, presentations, and other materials for new business opportunities.
- Cultivate relationships with professional advisors and coordinate communications to strengthen partnerships and enhance client service delivery.
- Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.
What You Bring
- Bachelor's degree in Finance, Business, or a related field (preferred).
- 3-5 years of experience in Wealth Management, Financial Planning, or a related advisory environment (required).
- Understanding of financial planning tools, planning workflows, and client experience strategies.
- Experience working with CRM systems preferred.
- Strong attention to detail, organizational skills, and ability to manage multiple priorities.
- Excellent communication and relationship-building skills.
- Ability to work independently while collaborating effectively with internal and external stakeholders.
- Sound judgment, problem-solving ability, and ownership mindset.
- High emotional intelligence, professionalism, and a client-centric approach.
- CFP® certification or equivalent designation required within two years of hire (required).
What We Offer
- Competitive base salary: $85,000 - $119,000/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: $85,000 USD - $119,000 USD
See All 20 Wealth Management Advisor Jobs in Colorado
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Find JobsWealth Management Advisor Jobs by City in Colorado
Where Colorado roles are concentrated, by current openings.
Wealth Management Advisor Job Market in Colorado
A snapshot from current Colorado openings, updated as new roles post.
Who's Hiring
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 management advisor jobs across Colorado.
- Active FINRA Series 65 or Series 66 license recognized in Colorado required
- Bachelor's degree in finance, economics, business, or a closely related field
- CFP designation or active progress toward CFP certification strongly preferred
- Three or more years of client-facing financial planning or advisory experience
- Proven ability to build and manage a book of business independently
- Proficiency with financial planning software such as eMoney or MoneyGuide Pro
Wealth Management Advisor Jobs in Colorado: Frequently Asked Questions
How do you become a wealth management advisor in Colorado?
To work as a wealth management advisor in Colorado, you must register as an Investment Adviser Representative through the Colorado Division of Securities, which requires passing either the FINRA Series 65 exam or the Series 7 plus Series 66 exams. Most Colorado employers expect a bachelor's degree in finance, economics, or business. Earning the CFP designation strengthens your standing with larger firms and independent RIAs operating across the state.
How much do wealth management advisors make in Colorado?
Wealth management 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 management advisors in Colorado?
Employers hiring wealth management advisors in Colorado right now include First Western Trust, JPMorganChase, and PNC Financial Services, based on current listings on Migrate Mate as of August 2026. Colorado's strong base of independent registered investment advisory firms and the regional headquarters of national brokerages in the Denver metro make the state one of the more active hiring markets in the mountain west.
Which Colorado cities have the most wealth management advisor jobs?
Denver, Cherry Creek, and Lakewood have the most wealth management advisor openings in Colorado. Denver's density of corporate headquarters, financial services firms, and Charles Schwab's major campus drives the majority of postings, while Boulder attracts independent RIAs serving the tech and startup community, and Colorado Springs supports a steady demand tied to its large military and federal workforce seeking retirement planning guidance.
Are there remote wealth management advisor jobs in Colorado?
Yes, but they're less common than in purely analytical finance roles because wealth management advisors rely heavily on ongoing client relationships that most firms prefer to manage in person. About 0% of wealth management advisor openings tied to Colorado are remote or hybrid as of August 2026, though this varies by employer. Financial planning work, portfolio review, and client reporting tasks are the functions most likely to be performed remotely when flexibility is offered.
How can I get hired as a wealth management advisor in Colorado with little or no experience?
The most realistic entry path is a client associate or financial planning associate role at a Colorado-based RIA or a regional branch of a national firm, where you support senior advisors while building toward your own book. Charles Schwab's Denver campus and Fidelity's Colorado offices both run structured new-professional programs. Earning your Series 65 license before applying and completing an internship with a Colorado fee-only RIA gives candidates a clear edge over others without a client-facing background.
Where can I find and apply to wealth management advisor jobs in Colorado?
You can find and apply to wealth management advisor jobs in Colorado on Migrate Mate, which lists current openings across the state. Search the listings to find roles that match your experience level and specialization, then apply directly to the ones that fit.
See All 20 Wealth Management Advisor Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
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