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Entry Level Financial Advisor Jobs in Highlands Ranch, CO

swipejobs LLC

Workplace Planning Consultant

Denver, CO · Remote

$55K - $69K/yr

Looking for a remote, entry-level or licensed financial advising role? This is your chance to join a growing Retirement Plan Advisory Team (RPAT) and help customers plan for their financial future.

Denver Health

Philanthropy Advisor II

Denver, CO · On-site

$77K - $115K/yr

As an Advisor II, Philanthropy in Annual Giving at Denver Health Foundation, you will co-lead ... financial goals for soliciting gifts. * May guide and assist entry level and/or non-exempt ...

Transloop Logistics

Carrier Executive

Denver, CO · On-site

We're hiring Carrier Executives at multiple levels, from entry-level professionals looking to ... Personal financial advisor * Wellness Days About TransLoop At TransLoop, we're challenging the ...

Transloop

Carrier Executive

Denver, CO

We're hiring Carrier Executives at multiple levels, from entry-level professionals looking to ... Personal financial advisor * Wellness Days About TransLoop At TransLoop, we're challenging the ...

Transloop

Carrier Executive

Denver, CO · On-site

$45K - $55K/yr

We're hiring Carrier Executives at multiple levels, from entry-level professionals looking to ... Personal financial advisor * Wellness Days About TransLoop At TransLoop, we're challenging the ...

Raising Cane's

Cook - Late Night Shift

Broomfield, CO · On-site

$16/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook

Castle Rock, CO · On-site

$16/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Late Night Shift

Thornton, CO

$16/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Late Night Shift

Northglenn, CO · On-site

$16/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Highlands Ranch, CO

Entry Level Financial Advisor information

See Highlands Ranch, CO salary details

$37.8K

$107.2K

$151.1K

How much do entry level financial advisor jobs pay per year?

As of Aug 25, 2026, the average yearly pay for entry level financial advisor in Highlands Ranch, CO is $107,201.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,700.00 and $137,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are the most commonly searched types of Financial Advisor jobs in Highlands Ranch, CO?

The most popular types of Financial Advisor jobs in Highlands Ranch, CO are:

What are popular job titles related to Entry Level Financial Advisor jobs in Highlands Ranch, CO?

For Entry Level Financial Advisor jobs in Highlands Ranch, CO, the most frequently searched job titles are:

What cities near Highlands Ranch, CO are hiring for Entry Level Financial Advisor jobs?

Cities near Highlands Ranch, CO with the most Entry Level Financial Advisor job openings:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Highlands Ranch, CO as of August 2026, with employment types broken down into 74% Full Time, 22% Part Time, and 4% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $107,201 per year, or $51.5 per hour.

Workplace Planning Consultant

swipejobs LLC

Denver, CO • Remote

$55K - $69K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Looking for a remote, entry-level or licensed financial advising role? This is your chance to join a growing Retirement Plan Advisory Team (RPAT) and help customers plan for their financial future. Fully licensed, partially licensed, and early-career candidates are encouraged to apply


What You’ll Do:
·  Guide customers through 401(k), IRA, and retirement transitions by phone
·  Provide plan education and build strong customer relationships
·  Deliver a high-quality, consultative customer experience

Who Succeeds in This Role:
·  Goal-driven, motivated, and comfortable in a fast-paced environment
·  Strong communication, listening, and problem-solving skills
·  Thrives with coaching, structure, and teamwork
·  Interested in building a long-term career in financial advising

Candidate Requirements:
·  Fully Licensed: Active FINRA SIE, Series 7, and Series 66 (Series 63 + 65 accepted)
·  Partially Licensed or Early Career Candidates: Recent graduates in Finance, Business, Accounting, Economics, or related fields with a minimum 3.8 GPA, leadership experience, internships, or extracurriculars
·  Reliable high-speed internet and a dedicated workspace

Licensing Support:
·  Paid study time and materials provided
·  Structured exam scheduling and guidance
·  Second exam attempts allowed if eligible; third attempts not permitted

Training: 4-6 weeks. 


Training schedule is 7:30a – 4:40 pm MT


Pay will be determined by experience and what state the applicant lives in.

Post training, your production schedule will change to 10:30-7:00 local time (9:30-6:00 PST residents)

Benefits:
·  Medical, Dental, Vision, 401(k), Life & Disability Insurance
·  Paid Time Off & Holidays, Tuition Assistance, Pet Insurance, and more

Why Apply:
This is a fast-growing, remote role perfect for motivated candidates looking to start or grow their financial advising career. Flexible schedule, paid licensing support, and real career growth opportunities make this a role you won’t want to miss. Apply today and take the next step in your financial career!


Important Notes:

  • All interviews for this role will be conducted on camera with both Swipejobs and the client and will be recorded for future reference.
  • We are unable to sponsor applicants requiring work authorization or visas for positions currently available. Only candidates who already possess the legal right to work in the United States will be considered.
  • California residents will not be considered for this opportunity.

Company Description

Partnering with a retirement planning company for a full time role.

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About Swipejobs

Sourced by ZipRecruiter

Swipejobs is the leading and largest digital platform for W2 on-demand temporary staffing in the United States. swipejobs is a marketplace for businesses and on-demand workers to connect. With no recruiters sitting at the center of the model it transforms the on-demand staffing market. Workers access the marketplace using their mobile phone and customers use both mobile phone or desktop. Through its partnerships with staffing companies, the swipejobs platform supports 600,000 workers and 60,000 businesses and having proven its value and results.

Industry

Internet and it and recruiting and staffing services

Company size

201 - 500 Employees

Headquarters location

Sydney, NSW, AU

Social media

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