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Part Time Wealth Management Jobs in Colorado (NOW HIRING)

Management Trainee Program

Denver, CO · On-site

$19.29 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Part-Time Teammate Benefits We value every teammate and offer meaningful benefits--even for those ...

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Part-Time Teammate Benefits We value every teammate and offer meaningful benefits--even for those ...

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Part-Time Teammate Benefits We value every teammate and offer meaningful benefits--even for those ...

Sales and Management Intern

Sterling, CO · On-site +1

$15.16 - $17/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Part-Time Teammate Benefits We value every teammate and offer meaningful benefits--even for those ...

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Part-Time Teammate Benefits We value every teammate and offer meaningful benefits--even for those ...

Sales and Management Intern

Sterling, CO · On-site +1

$15.16 - $17/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Part-Time Teammate Benefits We value every teammate and offer meaningful benefits--even for those ...

Sales and Management Intern

Sterling, CO · On-site +1

$15.16 - $17/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Part-Time Teammate Benefits We value every teammate and offer meaningful benefits--even for those ...

Sales and Management Intern

Sterling, CO · On-site

$15.16 - $17/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Part-Time Teammate Benefits We value every teammate and offer meaningful benefits-even for those ...

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Part-Time Teammate Benefits We value every teammate and offer meaningful benefits--even for those ...

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Part-Time Teammate Benefits We value every teammate and offer meaningful benefits--even for those ...

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Part-Time Teammate Benefits We value every teammate and offer meaningful benefits-even for those ...

Floor Leader (part-time)

Broomfield, CO · On-site +1

$16 - $21/hr

Works directly with the Store Manager and Leadership Team to develop sales, recruit new Teammates ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Works directly with the Store Manager and Leadership Team to develop sales, recruit new Teammates ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Floor Leader (part-time)

Broomfield, CO · On-site +1

$16 - $21/hr

Works directly with the Store Manager and Leadership Team to develop sales, recruit new Teammates ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Floor Leader (part-time)

Sterling, CO · On-site +1

$15.16 - $18/hr

Works directly with the Store Manager and Leadership Team to develop sales, recruit new Teammates ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Floor Leader (part-time)

Sterling, CO · On-site +1

$15.16 - $20/hr

Works directly with the Store Manager and Leadership Team to develop sales, recruit new Teammates ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

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Part Time Wealth Management information

What is part-time wealth management?

Part-time wealth management refers to working in the financial advisory and planning sector on a part-time basis, rather than full-time. Professionals in this role help clients manage their assets, plan for retirement, and achieve financial goals, but may work reduced hours or fewer days per week. This arrangement can suit individuals seeking work-life balance or those transitioning into or out of full-time roles. Key responsibilities may include portfolio reviews, investment advice, and client meetings, all tailored to fit a part-time schedule.

What are the typical responsibilities and team dynamics for a part-time wealth management role?

In a part-time wealth management position, you can expect to assist with client portfolio reviews, prepare financial reports, and support senior advisors with client communications. You’ll often collaborate closely with other advisors, analysts, and administrative staff to ensure clients’ needs are met efficiently. While your hours may be limited, strong communication and organizational skills are vital, as you’ll be responsible for managing multiple tasks and ensuring accuracy in financial documentation. The fast-paced environment offers valuable exposure to financial planning and can serve as a stepping stone for full-time advancement within the firm.

What are the key skills and qualifications needed to thrive as a part-time wealth management professional?

To excel in part-time wealth management, you need a solid understanding of financial planning, investment strategies, and relevant regulations, often supported by a finance degree or professional certifications like CFP or CFA. Familiarity with portfolio management software, financial analysis tools, and CRM systems is typically required. Exceptional interpersonal skills, discretion, and the ability to communicate complex financial concepts clearly help build client trust and loyalty. These competencies are crucial for effectively managing client assets, ensuring compliance, and fostering long-term relationships in a competitive industry.

What is the difference between Part Time Wealth Management vs Part Time Financial Advisor?

AspectPart Time Wealth ManagementPart Time Financial Advisor
CredentialsCertifications like CFP, CFA often preferredSimilar certifications, often CFP or Series 7/66
Work EnvironmentFinancial firms, banks, or independentFinancial firms, banks, or independent
Industry UsageCommon in wealth management firms and private banksUsed across financial planning and advisory firms
Search IntentSeeking part-time roles in wealth managementLooking for part-time financial advisory positions

Part Time Wealth Management and Part Time Financial Advisor roles often overlap in credentials and work environment. Both involve providing financial guidance, typically require similar certifications, and are found in similar settings. The main difference lies in the focus: wealth management emphasizes managing high-net-worth clients' assets, while financial advising covers broader financial planning services. Understanding these distinctions helps job seekers target the right roles in the financial industry.

How many hours a week is part time wealth management?

Part-time wealth management roles typically require working fewer than 30 hours per week, often around 20 hours or less, depending on the employer and specific position. These roles may involve flexible schedules and may require certifications such as the Series 7 or 66, but hours are generally less than full-time positions which usually involve 35-40 hours weekly.

Is it hard to get a job in part time wealth management?

Part time wealth management roles can be competitive and often require relevant financial knowledge, customer service skills, and sometimes certifications like the Series 7 or 66. Success depends on experience, networking, and demonstrating strong interpersonal and analytical abilities, but entry-level positions may be more accessible for those with related backgrounds.

What are the most commonly searched types of Wealth Management jobs in Colorado?

The most popular types of Wealth Management jobs in Colorado are:

What are popular job titles related to Part Time Wealth Management jobs in Colorado?

For Part Time Wealth Management jobs in Colorado, the most frequently searched job titles are:

What cities in Colorado are hiring for Part Time Wealth Management jobs?

Cities in Colorado with the most Part Time Wealth Management job openings:

Infographic showing various Part Time Wealth Management 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 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Sales Assistant - PNC Wealth Management

PNC

Lakewood, CO

$41K - $68K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago


PNC Bank rating

7.8

Company rating: 7.8 out of 10

Based on 347 frontline employees who took The Breakroom Quiz

88th of 172 rated banks


Job description


Job Profile
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Sales Assistant within PNC Wealth Management, you will be based in Belmar, CO. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description
  • Provides sales, service and execution support for new and ongoing client relationships.
  • Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy.
  • Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans.
  • Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
  • Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
  • May perform general administrative support.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsBusiness Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented CompetenciesAccuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration Work ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationAssociates CertificationsNo Required Certification(s) LicensesNo Required License(s) Pay Transparency Base Salary: $41,250.00 – $68,750.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Application Window Generally, this opening is expected to be posted for two business days from 08/13/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


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