ZipRecruiter

Log In

1

Assistant Wealth Management Jobs in Colorado (NOW HIRING)

Sequoia Financial Group Llc

Wealth Advisor

Denver, CO · On-site

$110K - $150K/yr

Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated ... * Assist or lead in the creation of asset management reports to be delivered to clients (the ...

PNC

Sales Assistant - PNC Wealth Management

Lakewood, CO · On-site

$41K - $68K/yr

As a Sales Assistant within PNC Wealth Management, you will be based in Belmar, CO. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We ...

UMB Financial

Managing Partner, Wealth Advisor

Denver, CO · On-site

$141K - $207K/yr

Accountable for assisting with the planning and management of budget, including delivery of end ... Opportunistically assist in new advisor recruiting * Responsible for the assimilation of new wealth ...

First Western

Wealth Advisor Associate

Denver, CO

$85K - $119K/yr

... * Assist in preparing proposals, RFPs, presentations, and other materials for new business ... Experience working with CRM systems preferred. * Strong attention to detail, organizational skills ...

First Western

Wealth Advisor Associate

Denver, CO · On-site

$85K - $119K/yr

Who We're Looking For You're a relationship-driven wealth management professional who enjoys ... * Assist in preparing proposals, RFPs, presentations, and other materials for new business ...

First Western

Wealth Advisor Associate

Denver, CO · On-site

$85K - $119K/yr

... * Assist in preparing proposals, RFPs, presentations, and other materials for new business ... Experience working with CRM systems preferred. * Strong attention to detail, organizational skills ...

Class VI Partners

Associate Wealth Advisor

Denver, CO · On-site

$75 - $95/hr

... management needs. We are currently seeking the right candidate to join our team and assist in supplying the exceptional service and advice our clients expect and deserve. The Associate Wealth Advisor ...

next page

Showing results 1-20

All JobsWealth Management JobsAssistant Wealth Management JobsAssistant Wealth Management Jobs in Colorado

Assistant Wealth Management information

See Colorado salary details

$30.5K

$50.9K

$73.1K

How much do assistant wealth management jobs pay per year?

As of Sep 4, 2026, the average yearly pay for assistant wealth management in Colorado is $50,890.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $51,000.00 per year, depending on experience, location, and employer.

What is an assistant wealth management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What are the key skills and qualifications needed to thrive as an assistant wealth management professional?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What are typical career progression opportunities for an assistant wealth management professional?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does an assistant wealth management do?

An assistant wealth management professional supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with data analysis, client communication, and using financial planning tools, requiring strong organizational skills and knowledge of investment concepts. This role typically involves working in a team environment and may require relevant certifications or training.

What is a wealth management assistant?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often have strong organizational skills and may use financial software, with some roles requiring relevant certifications or experience in finance. Their work helps ensure smooth client service and efficient portfolio management.

What are the most commonly searched types of Wealth Management jobs in Colorado?

The most popular types of Wealth Management jobs in Colorado are:

What are popular job titles related to Assistant Wealth Management jobs in Colorado?

For Assistant Wealth Management jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Assistant Wealth Management jobs in Colorado look for?

The top searched job categories for Assistant Wealth Management jobs in Colorado are:

What cities in Colorado are hiring for Assistant Wealth Management jobs?

Cities in Colorado with the most Assistant Wealth Management job openings:

Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $50,890 per year, or $24.5 per hour.

Advisor Support Manager (Wealth Management)

W3Global Inc.

Boulder, CO • On-site

$85K - $100K/yr

Full-time

Re-posted 18 days ago

Job description

The Company:

We believe financial planning should feel clear, personal, and human-not complex or transactional. We partner closely with our clients to simplify decision-making and build long-term confidence around their financial lives. We're a growing, high-touch wealth management firm with a strong reputation and an even stronger commitment to doing things the right way. As we continue to scale, we're building the infrastructure, systems, and team to support that growth-without losing the relational core that defines us.

The Position:

As an Advisor Support Manager, you'll be the right hand to the CEO/lead advisor, deeply involved in client relationships, meetings, and day-to-day account management. You'll help drive follow-through, keep details moving, and ensure clients are cared for at every step. We're looking for someone who understands how a wealth management office actually runs-client accounts, trades, onboarding, CRM, and the rhythm of advisor-client work-and can step in and operate with confidence.

Responsibilities:

  • Sit in on client meetings and help drive follow-up and execution

  • Manage client action items from start to finish-nothing falls through

  • Work directly in Redtail CRM to track activity, notes, and next steps

  • Support account management through Raymond James (account updates, transfers, documentation, etc)

  • Assist with basic trades, money movement, and account maintenance

  • Coordinate onboarding for new clients and ensure a smooth experience

  • Handle client communication-emails, calls, and day-to-day requests

  • Stay on top of multiple priorities and shifting needs in a fast-paced environment

  • Act as a true partner to the CEO/lead advisor-keeping things organized, moving, and aligned

Qualifications:

  • Experience in wealth management, financial services, or an RIA environment

  • Familiarity with client accounts, trades, onboarding, and account maintenance

  • Experience with CRM systems (Redtail a plus) and custodian platforms (Raymond James a plus)

  • Strong follow-through-you track details and close the loop

  • Comfort working in ambiguity without needing a rigid structure

  • Clear, professional communication with both clients and internal team

  • A team-oriented mindset with a willingness to jump in where needed

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs