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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Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Centennial, CO.
Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
- Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
- Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
- Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
- Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetencies
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.Education
BachelorsCertifications
No Required Certification(s)Licenses
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.Language Assessments
No Required or Preferred Language Assessments
Pay Transparency
Base Salary: $57,750.00 – $96,250.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application Window
Generally, this opening is expected to be posted for two business days from 09/30/2026, although it may be longer with business discretion.Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
See All 37 Wealth Management Advisor Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
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
- JPMorganChase12

- PNC Financial Services6

- First Western Trust4

- U.S. Bank2

- First Western2

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 JPMorganChase, PNC Financial Services, and First Western Trust, based on current listings on Migrate Mate as of October 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, Lakewood, and Erie 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 22% of wealth management advisor openings tied to Colorado are remote or hybrid as of October 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 37 Wealth Management Advisor Jobs in Colorado
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