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Associate Advisor Jobs in Colorado (NOW HIRING)

H&R Block

Block Advisor Tax Advisor

Longmont, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Aurora, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Evergreen, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Boulder, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Louisville, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Westminster, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Denver, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Littleton, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Castle Rock, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Lone Tree, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Parker, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Centennial, CO · On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Colorado

Associate Advisor information

See Colorado salary details

$12

$27

$47

How much do associate advisor jobs pay per hour?

As of Jun 25, 2026, the average hourly pay for associate advisor in Colorado is $27.27, according to ZipRecruiter salary data. Most workers in this role earn between $19.47 and $31.35 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Colorado? The most popular types of Advisor jobs in Colorado are:
What are popular job titles related to Associate Advisor jobs in Colorado? For Associate Advisor jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Colorado look for? The top searched job categories for Associate Advisor jobs in Colorado are:
What cities in Colorado are hiring for Associate Advisor jobs? Cities in Colorado with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Colorado as of June 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $56,720 per year, or $27.3 per hour.

Financial Advisor Associate (TRAINING & LICENSING PROVIDED)

Wisepath Group

Thornton, CO • On-site, Remote

$60K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago

Job description

Financial Advisor Associate
Training, Licensing & Mentorship Provided
Remote / Hybrid Opportunities Available
Launch a Career That Can Change Your Future
Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Financial advising offers all of those possibilities.
At Strategic Financial Concepts (SFC), we're looking for ambitious, coachable, and driven individuals who want more than just a job. We're looking for future leaders who want a career with purpose, growth, and the opportunity to build something meaningful.
No prior financial services experience is required.
If you're motivated, relationship-oriented, and eager to learn, we'll provide the training, mentorship, and support needed to help you succeed.
Why Join Strategic Financial Concepts?
Many professionals join SFC because they are looking for:
• Greater income potential
• A clear professional career path
• Meaningful work that helps others
• Mentorship from experienced advisors
• Leadership development opportunities
• Business ownership potential
• Long-term financial growth
• A career where effort directly impacts success
Why This Career Is Different
This isn't a call center role.
This isn't a transactional sales position.
This is an opportunity to become a trusted advisor who helps individuals, families, and business owners make important financial decisions that impact their future.
You'll learn how to build meaningful relationships, develop professional expertise, and create a rewarding career helping others pursue financial confidence.
What You'll Gain
Professional Development
  • Life & Health Insurance Licensing Support
  • Industry Training & Education
  • Ongoing Professional Development
  • Leadership Development Programs
  • Career Advancement Opportunities
Mentorship & Support
  • Hands-On Mentorship
  • Joint Work Opportunities
  • Experienced Advisor Coaching
  • Collaborative Team Environment
Technology & Resources
  • Advanced Financial Planning Technology
  • CRM & Client Relationship Tools
  • Marketing & Business Development Resources
Compensation & Growth
First-Year Target Earnings
$60,000 - $120,000+
Additional Opportunities
  • Performance-Based Compensation
  • Uncapped Earning Potential
  • Residual Income Opportunities
  • Leadership Advancement Opportunities
  • Long-Term Career Growth

Your income is directly tied to your effort, development, and ability to build meaningful client relationships.
Who Succeeds at SFC?
Many successful advisors come from backgrounds such as:
  • Sales
  • Customer Service
  • Hospitality
  • Athletics
  • Military Service
  • Entrepreneurship
  • Education
  • Banking
  • Insurance
  • Business Development

Successful candidates are typically:
  • Goal-Oriented
  • Coachable
  • Competitive
  • Relationship-Focused
  • Self-Motivated
  • Professional
  • Driven to Help Others
Comprehensive Benefits Package
Health & Financial Benefits
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) with 6% Company Match
Additional Benefits
  • Leadership Development Programs
  • Professional Training & Education
  • Recognition Programs
  • Incentive Travel Opportunities
  • Mentorship & Coaching
Career Path
At Strategic Financial Concepts, we believe in promoting from within and creating opportunities for long-term growth.
Financial Advisor Associate
↓
Financial Advisor
↓
Senior Financial Advisor
↓
Managing Advisor
↓
Regional Director
↓
Executive Leadership
About Strategic Financial Concepts
Our Goal Is Your Success.
Strategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers.
Ready to Take the Next Step?
If you're looking for a career that offers professional growth, unlimited potential, mentorship, and the opportunity to make a meaningful impact, we'd love to hear from you.
Apply today and start building your future with Strategic Financial Concepts.
We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

Apply