Wealth Management Associate Jobs in Colorado
Wealth Management Associate jobs in Colorado are in strong demand, concentrated in private banking, registered investment advisory firms, and brokerage services, with openings at every level from entry-level client service roles to licensed relationship managers. Denver, Boulder, and Colorado Springs are the primary hiring hubs, where established firms such as Charles Schwab, Fidelity Investments, and Edward Jones maintain significant Colorado operations. Portfolio analysis, retirement planning support, and high-net-worth client service are the most consistently sought specialties. Find a role that fits below and apply directly.
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Showing 5 of 27+ Wealth Management Associate jobs
POSITION SUMMARY:
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
- Advise clients in accordance with the Team's agreed upon strategy
- Analyze investment opportunities and client needs, and recommend appropriate strategies
- Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
- Comply with all industry rules and regulations
- Additional tasks as needed
- Minimum of bachelor’s degree or comparable professional certification required
- Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
- Product and state licenses must be in parallel to Financial Advisors on the Team
- At least 5 year(s) of business experience and proven success in a previous career
- Minimum of 5 years FINRA Registration preferred
- Extensive knowledge around financial industry and product knowledge
- Ability to communicate effectively with co-workers and clients
- Excellent written and oral communication skills
- Knowledge of applicable compliance rules and regulations and firm policies
- Branch Manager or Associate Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Job Posting Pay Range
Salary range for the position: $68,000.00 - $120,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/28/26, but may be extended depending on whether a candidate has been selected.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
POSITION SUMMARY:
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
- Advise clients in accordance with the Team's agreed upon strategy
- Analyze investment opportunities and client needs, and recommend appropriate strategies
- Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
- Comply with all industry rules and regulations
- Additional tasks as needed
- Minimum of bachelor’s degree or comparable professional certification required
- Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
- Product and state licenses must be in parallel to Financial Advisors on the Team
- At least 5 year(s) of business experience and proven success in a previous career
- Minimum of 5 years FINRA Registration preferred
- Extensive knowledge around financial industry and product knowledge
- Ability to communicate effectively with co-workers and clients
- Excellent written and oral communication skills
- Knowledge of applicable compliance rules and regulations and firm policies
- Branch Manager or Associate Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Job Posting Pay Range
Salary range for the position: $68,000.00 - $120,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/28/26, but may be extended depending on whether a candidate has been selected.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
See All 27 Wealth Management Associate Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Colorado
Where Colorado roles are concentrated, by current openings.
Wealth Management Associate Job Market in Colorado
A snapshot from current Colorado openings, updated as new roles post.
Who's Hiring
- JPMorganChase10
- PNC Financial Services6
- U.S. Bank5
- Northwestern Mutual2
- Baird1
What Colorado Employers Look For
The qualifications that appear most often in wealth management associate jobs across Colorado.
- Active FINRA Series 7 or Series 66 license required or must be obtained within 90 days
- Bachelor's degree in finance, economics, business, or a closely related field
- One or more years of experience in financial services, banking, or client-facing advisory support
- Proficiency with financial planning platforms such as eMoney, MoneyGuidePro, or Salesforce CRM
- Strong knowledge of investment products including mutual funds, ETFs, equities, and fixed income
- CFP candidacy or progress toward a Certified Financial Planner credential is strongly preferred
Wealth Management Associate Jobs in Colorado: Frequently Asked Questions
How do you become a wealth management associate in Colorado?
Most Colorado wealth management associate roles require a bachelor's degree in finance, business, or economics followed by FINRA licensing, typically the Series 7 and Series 66, which are administered through FINRA and must be sponsored by a registered broker-dealer or registered investment adviser. Colorado does not have a separate state licensing board for this role beyond FINRA and state securities registration through the Colorado Division of Securities. Many candidates start in bank branch or brokerage operations roles before moving into advisory support.
How much do wealth management associates make in Colorado?
Wealth management associates 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 associates in Colorado?
Companies currently hiring wealth management associates in Colorado include JPMorganChase, PNC Financial Services, and U.S. Bank, per current listings on Migrate Mate as of November 2026. Colorado's concentration of large brokerage regional offices and independent registered investment advisers in the Denver metro makes it one of the more active hiring markets in the Mountain West.
Which Colorado cities have the most wealth management associate jobs?
The cities with the most wealth management associate openings in Colorado are Denver, Arvada, and Erie. Denver dominates because it is home to regional headquarters and large branch offices for major brokerages and banks, while Boulder's concentration of tech-sector wealth and Colorado Springs' substantial military and retiree population create steady demand in those markets.
Are there remote wealth management associate jobs in Colorado?
Yes, but they're relatively limited. About 67% of wealth management associate openings tied to Colorado are remote or hybrid as of November 2026, reflecting the relationship-driven nature of the work. The tasks most commonly handled remotely include financial plan preparation, portfolio reporting, and administrative client service, while direct client meetings and compliance-sensitive interactions typically remain in-person.
How can I get hired as a wealth management associate in Colorado with little or no experience?
The most realistic entry path is a financial services operations or client service role at a Colorado brokerage or bank, where sponsorship for FINRA licensing is common even for new hires. Firms such as Charles Schwab and Fidelity Investments run structured associate programs in their Denver-area offices that are specifically designed for candidates without prior advisory experience. Completing the Series 7 exam independently or earning a CFP candidate designation while in an adjacent role like bank teller, financial analyst, or insurance service representative gives applicants a measurable edge.
Where can I find and apply to wealth management associate jobs in Colorado?
You can find and apply to wealth management associate jobs in Colorado on Migrate Mate, which lists current Colorado openings from employers across the state. Search the listings below, find the roles that fit your background and target location, and apply directly to each one.
See All 27 Wealth Management Associate Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
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