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Financial Advisor Analyst Jobs in Colorado (NOW HIRING)

Strategic People Advisors

Financial Advisor

Denver, CO · On-site

$100 - $250/hr

Analyze complex client situations to design custom asset-protection, retirement income, and estate ... Transition financing is available for qualified advisors transitioning an existing book of business.

New

Baird

Associate Financial Advisor

Durango, CO · On-site

$59K - $80K/yr

Review, research and analyze data to create customized, annual financial plans for clients * Deliver the financial plan to clients in partnership with the Financial Advisor/Team * Connect with next ...

Northwestern Mutual

Financial Advisor

Boulder, CO · On-site

$61 - $250/hr

Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Robert W Baird & Co

Associate Financial Advisor

Durango, CO · On-site

$59K - $80K/yr

Review, research and analyze data to create customized, annual financial plans for clients * Deliver the financial plan to clients in partnership with the Financial Advisor/Team * Connect with next ...

Robert W Baird & Co

Associate Financial Advisor

Durango, CO · On-site

$59K - $80K/yr

Review, research and analyze data to create customized, annual financial plans for clients * Deliver the financial plan to clients in partnership with the Financial Advisor/Team * Connect with next ...

Northwestern Mutual

Financial Advisor

Denver, CO · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Lakewood, CO · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Denver, CO · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Denver, CO · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Denver, CO · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Grand Junction, CO · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Denver, CO

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Denver, CO

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Lakewood, CO · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Colorado Springs, CO · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Colorado Springs, CO · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

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All JobsFinancial Advisor Analyst JobsFinancial Advisor Analyst Jobs in Colorado

Financial Advisor Analyst information

See Colorado salary details

$40.5K

$92.7K

$124.1K

How much do financial advisor analyst jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial advisor analyst in Colorado is $92,650.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,600.00 and $116,200.00 per year, depending on experience, location, and employer.

What is a financial advisor analyst?

A Financial Advisor Analyst is a professional who supports financial advisors by conducting research, analyzing financial data, and preparing reports to help clients make informed investment decisions. They often assist in creating financial plans, assessing portfolios, and tracking market trends. This role typically serves as an entry point in the financial advisory field, offering hands-on experience with financial strategies and client interactions. Financial Advisor Analysts work in banks, investment firms, or private advisory practices and play a crucial role in ensuring clients' financial goals are met.

What are the key skills and qualifications needed to thrive as a financial advisor analyst?

To thrive as a Financial Advisor Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically backed by a degree in finance, economics, or a related field. Familiarity with financial software such as Excel, Bloomberg Terminal, and portfolio management systems, as well as certifications like CFA or CFP, is highly valued. Excellent communication, problem-solving, and interpersonal skills help in building client trust and working effectively in teams. These skills and qualities are essential for providing accurate financial advice, supporting informed investment decisions, and fostering long-term client relationships.

What are some common challenges financial advisor analysts face when managing client portfolios, and how can these be addressed?

Financial Advisor Analysts often encounter challenges such as keeping up with rapidly changing market conditions, managing diverse client expectations, and ensuring compliance with financial regulations. To address these, analysts must stay well-informed through ongoing research and professional development, utilize advanced portfolio management tools, and communicate proactively with clients to set realistic goals and update them on performance. Collaborating closely with senior advisors and compliance teams also helps to maintain high standards and deliver tailored solutions.

What is the difference between Financial Advisor Analyst vs Financial Planner?

AspectFinancial Advisor AnalystFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP certification highly recommended
Work EnvironmentFinancial firms, investment banks, or advisory firmsIndependent practice, financial advisory firms, or banks
Primary FocusAnalyzing investments, supporting advisors, and portfolio managementCreating comprehensive financial plans for clients
Employer & Industry UsageCommonly employed in finance and investment sectorsWidely used in personal finance and wealth management

Financial Advisor Analysts primarily support investment decisions and portfolio analysis within financial firms, while Financial Planners focus on developing personalized financial strategies for clients. Both roles often require similar certifications and work in related environments, but their core responsibilities differ—analysis versus planning.

What are popular job titles related to Financial Advisor Analyst jobs in Colorado?

For Financial Advisor Analyst jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Analyst jobs in Colorado look for?

The top searched job categories for Financial Advisor Analyst jobs in Colorado are:

What cities in Colorado are hiring for Financial Advisor Analyst jobs?

Cities in Colorado with the most Financial Advisor Analyst job openings:

Financial Advisor Analyst jobs near you

Financial Advisor

Strategic People Advisors

Denver, CO • On-site

$100 - $250/hr

Other

Posted 3 days ago

New

Job description

About Strategic People Advisors

Strategic People Advisors is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.

Position Overview

We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.

Key Responsibilities
  • Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
  • Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
  • Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.
  • Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.
Requirements
  • Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
  • Active State Life & Health Insurance License.
  • 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
  • Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.
Compensation & Professional Development
  • Transition financing and highly competitive commission payout schedules.
  • Access to shared corporate office space and administrative assistant support.
  • Direct pathways for book acquisition and structured practice succession planning.
  • Annual earnings range of $100,000 - $250,000+ depending on performance. This is an entrepreneurial, performance-based compensation model featuring commission structures, fee-sharing splits, and passive residual income. Transition financing is available for qualified advisors transitioning an existing book of business.

To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com.

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