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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.

Envestnet

Accountant II

Littleton, CO · Hybrid

$64K - $80K/yr

Our work directly supports executive decision-making and financial reporting for a business serving financial advisors and institutions. What sets this team apart is our focus on continuous ...

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 ...

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 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 · 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 ...

Transloop

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 ...

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 3, 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.

Is 200,000 enough to work with a financial advisor?

As an entry-level financial advisor, having $200,000 can be sufficient to start working with clients and build a portfolio, depending on the firm's requirements and client base. Success in the role often depends on skills, certifications, and client relationships rather than initial capital alone.

Is 30 too old to become a financial advisor?

Entry level financial advisor roles are open to individuals of various ages, including those starting later in life. Success in the field depends on acquiring necessary certifications like the Series 7 and 66, developing relevant skills, and gaining experience, regardless of age.

How to become a financial advisor without experience?

Entry level financial advisors can start by obtaining relevant certifications such as the Series 7 or Series 66, which are often required by employers. Gaining knowledge of financial planning, investment products, and client service skills through online courses or internships can also help build a foundation for the role.

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

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 does an entry level financial advisor do?

An entry-level financial advisor helps clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often using tools like financial software. This role typically requires strong communication skills and may involve obtaining certifications such as the Series 7 or Series 66.

How to be a financial advisor with no experience?

To become an entry-level financial advisor with no experience, focus on obtaining relevant certifications such as the Series 7 or Series 66, and develop strong communication and analytical skills. Entry-level roles often provide on-the-job training, and gaining knowledge of financial planning software and industry regulations can improve your prospects.

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.

How much do first year financial advisors make?

First-year financial advisors typically earn between $40,000 and $60,000 annually, with total compensation often including commissions and bonuses based on client acquisition and sales performance. Earnings can vary depending on the firm, location, and individual performance, and many advisors pursue certifications like the Series 7 or 66 to enhance earning potential.
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 July 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% 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 15 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.