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Wealth Advisor Associate Jobs in Colorado (NOW HIRING)

First Western

Wealth Advisor Associate

Denver, CO · On-site

$85K - $119K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Wealth Advisor Associate Location: Cherry Creek, CO (In-Office) Job Type: Full-Time Exempt Salary: $85,000 - $119,000/YR *Actual offer will be based on experience, location, education, and/or skills*

First Western

Wealth Advisor Associate

Denver, CO · On-site

$85K - $119K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Wealth Advisor Associate Location: Cherry Creek, CO (In-Office) Job Type: Full-Time Exempt Salary: $85,000 - $119,000/YR Actual offer will be based on experience, location, education, and/or skills ...

Mercer Advisors

Associate Wealth Advisor (Denver, CO)

Denver, CO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house ...

Class VI Partners

Associate Wealth Advisor

Denver, CO · On-site

$75K - $95K/yr

The Associate Wealth Advisor role provides significant opportunity for growth and development. The successful candidate will learn about all facets of wealth management and planning, including ...

Carson Group

Wealth Advisor- Littleton, CO

Littleton, CO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and Never-Ending Improvement * Keep up-to-date with relevant financial planning news * Maintain all ...

Geometric Wealth Advisors

(Remote) Tax Senior Associate

Denver, CO · On-site +1

$83K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Work closely with the Tax team and Wealth Advisors to meet our clients' holistic financial planning needs by contributing to the tax services that we provide, as described below. * Tax compliance:

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Colorado

Wealth Advisor Associate information

See Colorado salary details

$40.5K

$70.6K

$118.3K

How much do wealth advisor associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for wealth advisor associate in Colorado is $70,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,100.00 and $86,800.00 per year, depending on experience, location, and employer.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

What are the key skills and qualifications needed to thrive as a wealth advisor associate?

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is the difference between Wealth Advisor Associate vs Financial Advisor?

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

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

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

What are popular job titles related to Wealth Advisor Associate jobs in Colorado?

For Wealth Advisor Associate jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor Associate jobs in Colorado look for?

The top searched job categories for Wealth Advisor Associate jobs in Colorado are:

What cities in Colorado are hiring for Wealth Advisor Associate jobs?

Cities in Colorado with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Colorado as of August 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, and 18% Remote job distribution, with an average salary of $70,617 per year, or $34 per hour.

Wealth Advisor Associate

First Western

Denver, CO • On-site

$85K - $119K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Wealth Advisor Associate
Location: Cherry Creek, CO (In-Office)
Job Type: Full-Time Exempt
Salary: $85,000 - $119,000/YR *Actual offer will be based on experience, location, education, and/or skills*
Applications should be submitted for consideration no later than 08/31/2026.
Who We're Looking For
You're a relationship-driven wealth management professional who enjoys helping clients navigate complex financial decisions and achieve their long-term goals. You bring a strong foundation in financial planning, exceptional attention to detail, and a commitment to delivering an outstanding client experience. You thrive in a collaborative environment, communicate effectively with clients and professional advisors, and approach every interaction with integrity and professionalism. If you're passionate about building trusted relationships and supporting comprehensive wealth management solutions, this role is for you.
About the Role
The Wealth Advisor Associate plays a key role in supporting comprehensive wealth management by preparing proposals, presentations, and detailed plans for prospective and existing clients. Acting as a trusted point of contact, this position responds to fiduciary and investment inquiries, maintains strong client relationships, and identifies opportunities to enhance service delivery. The role collaborates with Senior Wealth Advisors on account reviews, plan setup, and meeting preparation while cultivating partnerships with professional advisors to strengthen client outcomes. Success in this position requires strong attention to detail, proficiency with financial planning tools and CRM systems, and a relationship-first mindset grounded in integrity and professionalism.
What You'll Do
  • Prepare and present comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
  • Serve as a trusted point of contact for clients, responding to fiduciary and investment inquiries, maintaining relationships, and ensuring client satisfaction while identifying opportunities for additional products and services.
  • Support Senior Wealth Advisors with wealth plan reviews, plan setup, creation, and monitoring, along with prep for client meetings.
  • Assist in preparing proposals, RFPs, presentations, and other materials for new business opportunities
  • Cultivate relationships with professional advisors and coordinate communications to strengthen partnerships and enhance client service delivery.
  • Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.

What You Bring
  • Bachelor's degree in Finance, Business, or a related field (preferred).
  • 3-5 years of experience in Wealth Management, Financial Planning, or a related advisory environment (required).
  • Understanding of financial planning tools, planning workflows, and client experience strategies.
  • Experience working with CRM systems preferred.
  • Strong attention to detail, organizational skills, and ability to manage multiple priorities.
  • Excellent communication and relationship-building skills.
  • Ability to work independently while collaborating effectively with internal and external stakeholders.
  • Sound judgment, problem-solving ability, and ownership mindset.
  • High emotional intelligence, professionalism, and a client-centric approach
  • CFP® certification or equivalent designation required within two years of hire (required).

What We Offer
  • Competitive base salary: $85,000 - $119,000/YR, plus strong bonus potential.
  • 401(k) plan with employer match.
  • Paid parking and transportation benefits.
  • Comprehensive health and wellness benefits, including:
    • Health savings accounts (HSA)
    • Flexible spending accounts (FSA)
    • Medical, dental, and vision coverage
  • Generous paid time off and bank holidays.
  • Access to training and professional development programs.
  • Sponsorship and support for obtaining professional certifications.
  • A culture of collaboration, continuous improvement, and shared success.

Who We Are
At First Western Trust, we're more than just a financial institution-we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.
We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.
Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.
We expect our people to:
  • Demand and reward excellence.
  • Take action and responsibility.
  • Collaborate, communicate openly, and give/receive feedback with trust.
  • Go above and beyond to do what's right-always.

If that sounds like you, you'll fit right in.
Learn more at myfw.com or email Talent.Management@myfw.com.
Equal Opportunity Employer
First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.
Region A Pay Range
Pay Range
$85,000-$119,000 USD

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