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Senior Client Advisor Jobs in Colorado (NOW HIRING)

Walton Enterprises

Senior Advisor Client Services

Denver, CO · On-site

$140K - $141K/yr

Denver, CO with periodic travel to household or other Walton Enterprises offices About the Role Walton Enterprises seeks a Senior Advisor to deliver an exceptional, highly personal client experience ...

Columbia Bank

Sr Client Services Specialist

Denver, CO · On-site

$24 - $32/hr

Educate advisors, clients, and third parties on do's and don'ts of alternative asset investing ... Analyze trends in client issues in order to facilitate service improvement. Other duties as ...

New

Beacon Pointe Advisors LLC

Senior Wealth Advisor

Denver, CO · On-site

$125K - $175K/yr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and ... Build and manage a book of business by developing strong client relationships and providing best-in ...

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Senior Client Advisor information

See Colorado salary details

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$52

How much do senior client advisor jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for senior client advisor in Colorado is $27.45, according to ZipRecruiter salary data. Most workers in this role earn between $19.13 and $34.47 per hour, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What are popular job titles related to Senior Client Advisor jobs in Colorado?

For Senior Client Advisor jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Senior Client Advisor jobs in Colorado look for?

The top searched job categories for Senior Client Advisor jobs in Colorado are:

What cities in Colorado are hiring for Senior Client Advisor jobs?

Cities in Colorado with the most Senior Client Advisor job openings:

What are popular job titles related to Senior Client Advisor jobs in CO?

For Senior Client Advisor jobs in CO, the most frequently searched job titles are:

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $57,106 per year, or $27.5 per hour.

Senior Client Services Representative

BOK Financial

Denver, CO

$70K - $85K/yr

Full-time

Posted 9 days ago

Job description

Req ID: 78597 

Location: Dallas -DAL, Denver -DEN 

Areas of Interest: Client Relationship Support; Wealth Management 

Pay Transparency Salary Range: $70,000 - $85,000 

Application Deadline: 09/20/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
BOKF Performance Plan (D02)
Summary

Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise. Guided by our core principles-knowledge-driven relationships, objective advice, and proactive communication-we are committed to excellence, growth, and investing in the communities we serve.

Job Description

The Client Services Representative is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment management delivery platform. This position may have a focus on one of the four disciplines, depending on company needs. This position is focused on delivering superior client service; works under limited supervision.

Team Culture

Our team collaborates effectively to meet client objectives. We value everyone's perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients. Our environment is built to help people grow into their potential-at every stage of their career.

How You'll Spend Your Time
  • You will manage daily client needs, including new accounts, asset transfers, and cash flow activities.
  • You will use portfolio systems, CRM tools, and web-based applications to support client service.
  • You will work with custodians and partner firms to resolve client issues and requests.
  • You will create presentations and support Private Wealth Advisors during client meetings.
  • You will assist with training and mentoring team members while sharing your knowledge and experience.
  • You will provide advanced advisor support, recommend process improvements, and contribute to special projects.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor' Degree in Business or related field of study and 5-7 years of directly related experience or 11-13 years of equivalent combination of education and experience.

  • Experience supporting assigned clientele with an affinity for providing personalized service.
  • Strong understanding of client services procedures and ability to assist team members.
  • Extraordinarily high degree of professional polish required.
  • Exceptional time management, multi-tasking, and follow up skills.
  • Investment advisory firm, brokerage firm or banking experience.
  • Experience working with custodians and contra firms.
  • Intermediate knowledge of investment products and the financial service industry.
  • Self-directed and self-motivated individual with the ability to work in a team-oriented environment.
  • Exceptional verbal and written communication skills.
  • Extraordinary attention to detail.
  • Intermediate knowledge of Microsoft Office Suite and CRM software applications.
  • Intermediate knowledge of Salesforce and Tamarac Advisor Xi.
Working Conditions & Physical Requirements
Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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