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Financial Advisor Assistant Jobs in Colorado (NOW HIRING)

BOK Financial

Financial Advisor

Denver, CO · On-site

$75K - $100K/yr

Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 07/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK ...

BOK Financial

Financial Advisor

Denver, CO

$75K - $100K/yr

Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 07/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK ...

BOK Financial

Financial Advisor

Denver, CO · On-site

$75K - $100K/yr

Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 07/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK ...

Baird

Associate Financial Advisor

Durango, CO · On-site

$59K - $80K/yr

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management ...

Northwestern Mutual

Financial Advisor

Denver, CO

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Grand Junction, CO · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Fort Collins, CO · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Colorado

Financial Advisor Assistant information

See Colorado salary details

$30K

$57K

$95.7K

How much do financial advisor assistant jobs pay per year?

As of Aug 3, 2026, the average yearly pay for financial advisor assistant in Colorado is $57,039.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,100.00 and $66,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

What are the most commonly searched types of Financial Advisor jobs in Colorado? The most popular types of Financial Advisor jobs in Colorado are:
What are popular job titles related to Financial Advisor Assistant jobs in Colorado? For Financial Advisor Assistant jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Colorado look for? The top searched job categories for Financial Advisor Assistant jobs in Colorado are:
What cities in Colorado are hiring for Financial Advisor Assistant jobs? Cities in Colorado with the most Financial Advisor Assistant job openings:
What are popular job titles related to Financial Advisor Assistant jobs in CO? For Financial Advisor Assistant jobs in CO, the most frequently searched job titles are:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Colorado as of July 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 89% In-person, and 11% Hybrid job distribution, with an average salary of $57,039 per year, or $27.4 per hour.

FINANCIAL ADVISOR

Pinnacle Bank/Bank of Colorado

Glenwood Springs, CO

Full-time

Re-posted 27 days ago

Job description

Description
GENERAL SUMMARY:
The Financial Advisor serves as a key member of a collaborative advisory team, working closely with a Lead Financial Advisor and Registered Assistant to deliver an exceptional client experience. This role supports all aspects of client service, financial planning preparation, operational workflow, and team-based business development.
 
RESPONSIBILITIES AND DUTIES:
  • Act as a primary point of contact for clients in partnership with the Lead Financial Advisor and Registered Assistant.
  • Support delivery of comprehensive financial planning by preparing plan components, running reports, and gathering client data.
  • Provide timely follow-up on client needs, service requests, and meeting action items.
  • Participate in client meetings with the Lead Advisor, assist with meeting prep, and document outcomes.
  • Work closely with the Lead Advisor and Registered Assistant to maintain a smooth, efficient, and client-focused team environment.
  • Coordinate internal processes, maintain task tracking, and ensure the team is aligned on deadlines and client priorities.
  • Contribute ideas for team improvements, client engagement strategies, and operational efficiencies.
  • Open new accounts and manage updates, paperwork, transfers, money movements, and document retention.
  • Execute trades and rebalance portfolios under the direction of the Lead Financial Advisor.
  • Ensure all workflows meet compliance standards and regulatory requirements.
  • Assist the Lead Advisor with prospecting activities, follow-up, and preparation of proposal materials.
  • Support team marketing efforts, client communications, and outbound engagement.
  • Identify opportunities for cross-selling additional bank and investment services based on client needs.
  • Regularly exercising independent judgement and discretion over matters of significance. 
  • Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary. 
  • Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts. Therefore, this position cannot be primarily performed remotely.

 
KNOWLEDGE, SKILL, AND ABILITIES:
  • Strong understanding of investment products, financial planning concepts, and advisory workflows.
  • Excellent communication and relationship-building skills with clients and internal team members.
  • High attention to detail, strong follow-through, ability to manage multiple tasks.
  • Professionalism, confidentiality, and adaptability in a team-driven culture.
  • Proficiency with Microsoft Word, Excel, and ability to learn new software quickly.

 
EDUCATION AND EXPERIENCE:
  • Bachelor’s Degree
  • Series 7/66 Securities License.
  • Prefer 2-3 years experience in financial planning or related experience.
  
PHYSICAL REQUIREMENTS:
 
NOTE:  The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

More DetailsSeries 7/66 license and 3-5 years' experience