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Remote Wealth Management Jobs in Colorado (NOW HIRING)

Aprio

Tax Manager, Wealth Management

Denver, CO · On-site +1

$98K - $164K/yr

Engagement Management: * Manage multiple client relationships and engagements simultaneously ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Tax Manager, Wealth Management

Westminster, CO · On-site +1

$98K - $164K/yr

Engagement Management: * Manage multiple client relationships and engagements simultaneously ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

CIBC

Senior Wealth Strategist

Denver, CO · On-site +1

$200K - $240K/yr

Details on your work arrangement (proportion of on-site and remote work) will be discussed at the ... Partner with Relationship Managers and HNW clients in a consultative role, developing holistic ...

CIBC US

Senior Wealth Strategist

Denver, CO · On-site +1

$200K - $240K/yr

Details on your work arrangement (proportion of on-site and remote work) will be discussed at the ... Partner with Relationship Managers and HNW clients in a consultative role, developing holistic ...

FinFolio

We make wealth management simpler! * A SaaS solution that is the back office for professional wealth managers * Our software reports, trades, and bills investment accounts * 100% remote company with ...

FinFolio

We make wealth management simpler! * A SaaS solution that is the back office for professional wealth managers * Our software reports, trades, and bills investment accounts * 100% remote company with ...

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All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Colorado

Remote Wealth Management information

See Colorado salary details

$78.9K

$102.8K

$123K

How much do remote wealth management jobs pay per year?

As of Aug 1, 2026, the average yearly pay for remote wealth management in Colorado is $102,761.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,000.00 and $114,600.00 per year, depending on experience, location, and employer.

What does a typical day look like for a remote wealth management professional?

A remote wealth management professional usually begins their day by reviewing market updates, client portfolios, and responding to urgent client inquiries. Much of the work involves analyzing financial data, preparing investment recommendations, and conducting virtual meetings with clients to discuss their financial goals and progress. Collaboration with internal analysts, tax specialists, and support teams also takes place through online communication platforms. The role requires excellent time management and adaptability to ensure proactive client service and effective portfolio oversight in a fully remote setting.

What are the key skills and qualifications needed to thrive in the Remote Wealth Management position, and why are they important?

To thrive in Remote Wealth Management, a strong background in finance, investment strategies, and client relationship management is essential, often supported by a bachelor's degree in finance or a related field and licenses such as Series 65 or CFP certification. Proficiency with financial planning software, CRM tools, and secure communication systems is typically required. Outstanding soft skills include proactive communication, trust-building, and self-motivation to manage client portfolios remotely. These competencies are critical for delivering high-quality, tailored advice to clients while maintaining compliance and meeting performance benchmarks in a virtual environment.

What is a Remote Wealth Management job?

A Remote Wealth Management job involves providing financial planning, investment advice, and portfolio management services to clients virtually. Professionals in this role use digital tools to assess clients' financial goals, develop strategies, and monitor investments without in-person meetings. They may work for financial firms, banks, or as independent advisors, offering convenience and flexibility to both clients and advisors. Strong communication, analytical skills, and knowledge of financial markets are essential for success in this role.

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 Remote Wealth Management jobs in Colorado? For Remote Wealth Management jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Remote Wealth Management jobs in Colorado look for? The top searched job categories for Remote Wealth Management jobs in Colorado are:
What cities in Colorado are hiring for Remote Wealth Management jobs? Cities in Colorado with the most Remote Wealth Management job openings:
Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Colorado as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $102,761 per year, or $49.4 per hour.

Tax Manager, Wealth Management

Aprio

Denver, CO • On-site, Remote

$98K - $164K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 15 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Tax team and you will help clients maximize their opportunities.  We are seeking a technically strong and client-focused Tax Manager focused on Individual Tax. This role is ideal for someone who thrives in a consultative environment, combining deep tax expertise with a strategic mindset to support individuals, simple trusts, and closely held businesses. The ideal candidate will be passionate about tax planning, financial consulting, and building long-term client relationships.
Responsibilities:
Tax Review & Compliance:
  • Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S).
  • Ensure accuracy, completeness, and compliance with federal and state tax laws.
  • Supervise and mentor staff preparing returns, providing technical guidance and quality control.
Client Planning & Consulting:
  • Lead tax planning engagements for individuals and small business owners.
  • Advise clients on financial planning strategies, including asset protection, succession planning, and retirement optimization.
  • Collaborate with internal teams and external advisors to deliver holistic solutions.
Engagement Management:
  • Manage multiple client relationships and engagements simultaneously.
  • Monitor deadlines, budgets, and deliverables to ensure timely and efficient service.
  • Participate in business development efforts and identify opportunities to expand services with existing clients.
Leadership & Development
  • Serve as a role model and coach for junior staff.
  • Contribute to internal training and development initiatives.
  • Support the evolution of the 1040 Transformation Project and related strategic initiatives.
Qualifications:
  • CPA preferred; EA considered.
  • CFP certification or willingness to obtain CFP preferred
  • Bachelor's degree in Accounting, Finance, or related field.
  • Minimum 5 years of experience in individual tax, trusts, and small business returns.
  • Proven track record in client consulting and tax planning.
  • Strong communication skills and ability to build trust with clients.
  • Proficiency in tax software and technology platforms.
$98,500 - $164,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on August 1, 2026, and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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