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Senior Financial Advisor Jobs in Colorado (NOW HIRING)

Firstnational

Sr. Financial Advisor

Fort Collins, CO

The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial ...

Osaic

Sr. Financial Planning Strategist

Denver, CO · On-site

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Wisepath Group

Associate Financial Advisor

Denver, CO · On-site +1

$60K - $120K/yr

Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case ...

IMI Norgren

Senior Financial Analyst

Denver, CO · On-site

$80 - $87/hr

IMI plc Role Overview The Senior Financial Analyst is responsible for driving finance-driven ... Free financial advisors, webinars, and classes through Charles Schwab. * Annual Employee Stock ...

Beacon Pointe

Senior Wealth Advisor

Denver, CO · On-site

$90 - $150/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and ... We bring together holistic financial planning, access to institutional quality investments, life ...

NexCore Group

Senior Financial Analyst

Denver, CO · On-site

$115 - $140/hr

Serve as a trusted advisor to senior leadership, delivering insightful financial reports and presentations to guide decision-making. * Collaborate with development, construction, and operational ...

NexCore Group LLC

Senior Financial Analyst

Denver, CO · On-site

$115K - $140K/yr

Serve as a trusted advisor to senior leadership, delivering insightful financial reports and presentations to guide decision-making. * Collaborate with development, construction, and operational ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Colorado

Senior Financial Advisor information

See Colorado salary details

$73.1K

$140K

$220.8K

How much do senior financial advisor jobs pay per year?

As of Aug 27, 2026, the average yearly pay for senior financial advisor in Colorado is $140,022.00, according to ZipRecruiter salary data. Most workers in this role earn between $117,800.00 and $155,100.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

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

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

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

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

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 cities in Colorado are hiring for Senior Financial Advisor jobs?

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

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Colorado as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $140,022 per year, or $67.3 per hour.

Sr. Financial Advisor

Fort Collins, CO

Firstnational
See more jobs at Firstnationalexternal

Full-time

Medical, Dental, Vision, Retirement

Re-posted 26 days ago

Job description

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

Summary of the Job:

The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.

About This Role:


Serves as an advisor to affluent clients with sophisticated investment needs


Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance


Develops networks with third party referral sources to develop new business.

Partners with internal bank specialists to provide a full array of expertise to clients

The Ideal Candidate for This Role:

  • Bachelor's degree in Business Administration or related field or equivalent experience.

  • 3 years of experience in the investment or financial services industry.

  • FINRA Series 7 and 66 (or Series 63 & 65) registrations.

  • State Life, Accident & Health and Variable Contract insurance licenses.

  • Previous successful business development activities and effective relationship management experience.

  • Demonstrated track record of originating new business, transitioning an existing book of clients, and growing revenue through targeted prospecting and relationship management

  • Proven sales skills, preferably in the investment industry.

  • Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.

  • Ability to work collaboratively and cohesively within a team environment.

  • Strong knowledge of the finance industry and the local, state, national and global economy.

  • Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer.

  • Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.

  • Understands and contributes to intended customer experience of helpful, easy and personal.

  • Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.

Candidates must possess unrestricted work authorization and not require future sponsorship.

Work Environment:

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Compensation and Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

  • Medical, Dental, Vision Insurance

  • 401k, With Matching Contributions

  • Time Off Programs

  • Health Savings Account (HSA)/Dependent Care

  • Employee Banking

  • Growth Opportunities

  • Tuition Assistance

  • Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

To obtain compensation and benefit information related to this specific role, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20261005

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

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