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Cfp Cfa Jobs in Colorado (NOW HIRING)

Beacon Pointe

Senior Wealth Advisor

Denver, CO · On-site

$90 - $150/hr

CFP, CFA, or other professional designations preferred. * Bachelor's degree in Finance, Business, Economics or related field preferred. * Key attributes of the successful candidate include excellent ...

Northwestern Mutual

Director of Investments

Denver, CO · On-site

$105 - $130/hr

CFP, CFA, WMCP or comparable advanced credentials Daily Time Spent (Approx.) * 30% Team Development/Support * 20% Client Services * 20% Second Chair * 20% Case Prep Salary/Benefits * $105,000 - $130 ...

US Bank

PWM Portfolio Investment Analyst

Denver, CO

$75K - $89K/yr

... CFP, CFA, etc.) a plus If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

RubinBrown

Lead Investment Advisor

Denver, CO

At least 8 years of experience as an Registered Investment Advisor, Financial Planner or Trust Officer * CPA, CFA or CFP designation * Series 65 License (or ability to obtain within six months)

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

At least 8 years of experience as an Registered Investment Advisor, Financial Planner or Trust Officer * CPA, CFA or CFP designation * Series 65 License (or ability to obtain within six months)

MTC Holding Corporation

Director of Accounting

Denver, CO · Hybrid

$135K - $170K/yr

... * CFA * CGMA * Certified Family Office Professional (CFOP) * Certified Financial Planner (CFP) (preferred) Experience * 5+ years of progressive accounting experience * Experience serving ultra-high ...

Northern Trust

Lead Relationship Manager

Denver, CO · On-site

$137K - $240K/yr

... CFP, CPA, CFA, CTFA, CFM certificate preferred • Series 7 and 63 required Salary Range: $137,400 - 240,400 USD Salary range is a good faith estimate of base pay. Northern Trust provides a ...

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Cfp Cfa information

What is the difference between Cfp Cfa vs Financial Analyst?

AspectCfp Cfa
Required CertificationsCfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications
Work EnvironmentFinancial planning, investment management, and portfolio analysis
Employer & Industry UsageFinancial advisory firms, investment firms, banks, and wealth management companies
Common Search & ComparisonPeople often compare Cfp Cfa roles to understand financial planning vs investment analysis

While both Cfp and Cfa certifications are highly regarded in finance, Cfp focuses on personal financial planning and client advisory services, whereas Cfa emphasizes investment analysis and portfolio management. The roles often overlap in financial firms, but their core responsibilities and certification requirements differ.

What is a CFP or CFA?

CFP stands for Certified Financial Planner, a designation for professionals who help individuals manage their personal finances, retirement, investments, and estate planning. CFA stands for Chartered Financial Analyst, a credential for professionals specializing in investment analysis, portfolio management, and financial research. While both designations demonstrate high levels of expertise and ethical standards in finance, CFPs typically focus on personal financial planning, whereas CFAs are often found in investment management and research roles. Both require rigorous exams and continued education to maintain certification.

What are the key skills and qualifications needed to thrive as a CFP or CFA?

To thrive as a CFP or CFA, you need expertise in financial planning, investment analysis, and portfolio management, typically supported by earning the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credential. Familiarity with financial modeling software, portfolio management systems, and regulatory compliance tools is standard in these roles. Strong analytical thinking, ethical judgment, and clear client communication are vital soft skills for success. These skills and qualifications are crucial to provide trustworthy financial advice, manage investments responsibly, and build lasting client relationships.

How do CFP and CFA professionals typically collaborate with other financial specialists within a firm?

CFP and CFA professionals often work closely with teams that include accountants, attorneys, portfolio managers, and client relationship managers. While CFPs focus on holistic financial planning and client-facing strategies, CFAs usually specialize in investment analysis and portfolio management. This collaboration ensures clients receive comprehensive advice, blending financial planning with in-depth investment expertise. Regular meetings and coordinated client reviews are common, fostering a multidisciplinary approach to wealth management.
What are popular job titles related to Cfp Cfa jobs in Colorado? For Cfp Cfa jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Cfp Cfa jobs in Colorado look for? The top searched job categories for Cfp Cfa jobs in Colorado are:
What cities in Colorado are hiring for Cfp Cfa jobs? Cities in Colorado with the most Cfp Cfa job openings:
Cfp Cfa jobs near you
Infographic showing various Cfp Cfa job openings in Colorado as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, 1% Temporary, and 1% Contract. Highlights an 78% Physical, 11% Hybrid, and 11% Remote job distribution.

Senior Wealth Advisor

Beacon Pointe

Denver, CO • On-site

$90 - $150/hr

Other

Posted 4 days ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high–net‑worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry‑leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back‑office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.
Responsibilities
  • Build and manage a book of business by developing strong client relationships and providing best‑in‑class client experience.
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve.
  • Collaborate with internal specialists to deliver integrated solutions.
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach.
Qualifications
  • 5+ years of experience as a Financial Advisor or Wealth Advisor.
  • Proven track record of client acquisition and asset growth.
  • Background in a wirehouse, independent broker‑dealer, bank, or RIA environment.
  • Financial planning experience preferred.
  • CFP, CFA, or other professional designations preferred.
  • Bachelor’s degree in Finance, Business, Economics or related field preferred.
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self‑starter. We are looking for someone who is outgoing, sales‑minded, self‑motivated and multi‑faced to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high‑net‑worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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