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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Overview

Open roles37
Top employerJPMorganChase
Top cityDenver, CO
Cities hiring16
Work type78% On-site
Top industryBanking

Showing 5 of 37+ Wealth Management Advisor jobs

PNC Financial Services Group
Financial Advisor - PNC Wealth Management
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PNC Financial Services Group
Added 1d ago
Financial Advisor - PNC Wealth Management
PNC Financial Services Group
Centennial, Colorado
Executive Leadership & C-Suite
Program Management
Project Management
$58k - $96k/yr
Bachelor's degree
10,000+

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U.S. Bank
Wealth Management Advisor - Avon
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U.S. Bank
Added 3d ago
Wealth Management Advisor - Avon
U.S. Bank
Glenwood Springs, Colorado
Business Operations
Customer Service
Customer Success
$65k - $80k/yr
Bachelor's degree
10,000+

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First Western Trust
Director, Senior Wealth Advisor
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First Western Trust
Added 1w ago
Director, Senior Wealth Advisor
First Western Trust
Denver, Colorado
Partnerships & Business Development
Customer Success
Consulting & Professional Services
Business Development
Account Management
Customer Service
$166k - $228k/yr
On-Site
Bachelor's

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First Western Trust
Wealth Advisor Associate
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First Western Trust
Added 1w ago
Wealth Advisor Associate
First Western Trust
Cherry Creek, Colorado
Partnerships & Business Development
Customer Success
Consulting & Professional Services
Business Development
Account Management
$85k - $110k/yr
On-Site
Bachelor's

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First Western
Wealth Advisor Associate
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First Western
Added 1w ago
Wealth Advisor Associate
First Western
Denver, Colorado
Corporate Training
Corporate Training & Learning Development
Teaching & Instruction
$85k - $110k/yr
Bachelor's degree in finance

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See All 37 Wealth Management Advisor Jobs in Colorado

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Wealth Management Advisor Jobs by City in Colorado

Where Colorado roles are concentrated, by current openings.

Denver
15 jobs
Lakewood
3 jobs
Erie
2 jobs
Boulder
2 jobs
Centennial
2 jobs
Westminster
2 jobs
Cherry Creek
2 jobs
Arvada
1 job
Longmont
1 job

Wealth Management Advisor Job Market in Colorado

A snapshot from current Colorado openings, updated as new roles post.

Who's Hiring

  • JPMorganChase
    JPMorganChase12
  • PNC Financial Services
    PNC Financial Services6
  • First Western Trust
    First Western Trust4
  • U.S. Bank
    U.S. Bank2
  • First Western
    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

Find roles in Colorado that match your experience and apply in just a few clicks.

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