1

Financial Research Assistant Jobs in Colorado (NOW HIRING)

Assistant Senior, Research

Denver, CO · On-site

$21.83 - $30.56/hr

We are recruiting for a mission-driven Assistant Senior, Research to join our team! We're with you ... offering meaningful financial advantages through loan forgiveness eligibility and employer ...

Finance Intern

Aurora, CO · On-site

$17.75 - $23.50/hr

Help prepare monthly financial reports, job cost summaries, and corporate reporting packages. * Assist with the month-end close process, conduct financial research to support business decisions ...

next page

Showing results 1-20

Financial Research Assistant information

See Colorado salary details

$11

$24

$42

How much do financial research assistant jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for financial research assistant in Colorado is $24.56, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $27.55 per hour, depending on experience, location, and employer.

What does a financial research assistant do?

A Financial Research Assistant supports finance professionals by gathering, analyzing, and interpreting financial data. They often assist with preparing reports, conducting market or economic research, and evaluating investment opportunities. Their work helps inform decision-making for financial analysts, portfolio managers, or economists. Financial Research Assistants may also use various software tools to collect and organize information efficiently.

What skills and qualifications are needed to be a financial research assistant?

To thrive as a Financial Research Assistant, you need strong analytical skills, attention to detail, and a relevant degree in finance, economics, or a related field. Familiarity with financial databases (like Bloomberg or FactSet), Excel, and statistical analysis tools is typically required. Excellent communication, organization, and teamwork skills help you present findings clearly and collaborate effectively with colleagues. These abilities are crucial for delivering accurate research, supporting decision-making, and contributing to the overall success of financial projects.

What are the typical daily tasks and team interactions of a financial research assistant?

As a Financial Research Assistant, your daily responsibilities often include gathering and analyzing financial data, preparing reports, and supporting senior analysts or managers with research tasks. You may work closely with team members on collaborative projects, such as building financial models or tracking industry trends. Regular communication with other departments, such as accounting or client services, is common to ensure data accuracy and project alignment. This role also provides opportunities to learn from experienced professionals and gain insight into financial analysis methods used in the industry.

What is the difference between Financial Research Assistant vs Financial Analyst?

AspectFinancial Research AssistantFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; some roles may require certifications like CFA Level IBachelor's degree often in finance, economics, or accounting; CFA certification preferred for senior roles
Work EnvironmentSupportive research teams, financial firms, investment banks, or corporate finance departmentsInvestment firms, banks, corporate finance departments, or consulting firms
Employer & Industry UsageUsed mainly in research and data collection roles within finance industryUsed for analyzing financial data, making investment recommendations, and strategic planning

While both roles require finance knowledge and similar educational backgrounds, Financial Research Assistants focus on data collection and research support, whereas Financial Analysts analyze data to provide investment insights and recommendations.

What qualifications do I need to be a financial research assistant?

A financial research assistant typically needs a bachelor's degree in finance, economics, accounting, or a related field. Strong analytical skills, proficiency in Excel and financial software, and attention to detail are important; some roles may also require familiarity with data analysis tools or certifications like CFA Level I.

What are the most commonly searched types of Financial Research jobs in Colorado?

The most popular types of Financial Research jobs in Colorado are:

What cities in Colorado are hiring for Financial Research Assistant jobs?

Cities in Colorado with the most Financial Research Assistant job openings:

Infographic showing various Financial Research Assistant job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $51,079 per year, or $24.6 per hour.

Financial Planning Assistant (Experienced)

Lakewood, CO • On-site

$28.85 - $33.66/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago


Job description

About the Firm
Summit Wealth Group is a nationally recognized leader in personalized financial planning and investment management, honored by Forbes as a “Best-in-State” firm. Behind our client’s experience is a culture built on respect, alignment, and strategic growth—where employees are empowered to make meaningful contributions to the firm’s long-term success.
At Summit Wealth Group, we are dedicated to providing comprehensive financial planning services to help our clients secure their financial futures. Our mission is to deliver exceptional results through a client-centric approach. We are currently seeking an experienced Financial Planning Assistant to join our team and support our commitment to financial well-being.
KEY ASPECTS of the Financial Planning Assistant
  • Financial Research and Analysis
  • Create Customized Financial Strategies amp; Recommendations
  • Financial Plan Support
  • Client amp; Advisor Communication
  • Data Input
  • Administrative Support
  • Financial Software and Tools Utilization
  • Communication amp; Team Collaboration
  • Documentation amp; Compliance
EDUCATION amp; EXPERIENCE REQUIREMENTS
  • Bachelor’s degree in finance, economics, business, or a related field is preferred.
  • Relevant licenses: CFP or willingness to obtain within 6 months of employment. Certifications such as FINRA Series 6, 65, and 66 are advantageous but not required.
Experience:
  • Financial planning software: 1 year (Required)
  • Financial planning: 1 year (Required)
  • Strong organizational and time-management skills.
  • Excellent communication and interpersonal skills.
  • Ability to work both independently and as part of a team.
COMPETENCIES
  • General Understanding of Financial Planning Concepts
  • Research and Synthesis
  • Organizational Excellence
  • Analytical Skills
  • Communication Proficiency
  • Technology Proficiency
  • Confidentiality
  • Team Collaboration
  • Ethical Standards
  • Adaptability
BENEFITS
  • 401(k)
  • 401(k) Matching
  • Dental Insurance
  • Vision Insurance
  • Health Insurance - ICHRA
  • Health Savings Account
  • Life Insurance
  • STD/LTD Disability
  • Paid Time Off
  • Sick Time
  • Volunteer Time Off
  • Tuition Reimbursement
  • Certification amp; Designation Assistance
Location: Colorado Springs or Lakewood (Denver Metro)
Schedule: Monday - Thursday 8-5, Friday 8-3
Job Type: Full-time
Expected hours: 40 per week
Pay: $28.85 - $33.66 per hour – annualized (DOE)
Supplemental pay types:
  • Bonus opportunities