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Wealth Advisor Jobs in Colorado (NOW HIRING)

Curi Capital

Wealth Advisor

Denver, CO · Hybrid

As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. This is a hybrid ...

Beacon Pointe

Senior Wealth Advisor

Denver, CO · On-site

$90 - $150/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high-net‑worth ...

Curi Capital

Wealth Advisor

Denver, CO · On-site

$120K - $200K/yr

As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. Key ...

Curi Capital

Wealth Advisor

Denver, CO · On-site

$120K - $200K/yr

As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. This is a hybrid ...

Sequoia Financial Group Llc

Wealth Advisor

Denver, CO · On-site

$110K - $150K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

Mercer Advisors

Wealth Advisor

Denver, CO

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

Mercer Advisors

Wealth Advisor

Denver, CO · On-site

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

Zionsbank Corp

Wealth Advisor - Denver

Denver, CO · On-site

$75K - $125K/yr

We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Denver marketplace. At Vectra Bank, our Wealth Management Team is supported by a cohesive group of ...

Zions Bancorporation

Wealth Advisor - Denver

Denver, CO · On-site

$75K - $125K/yr

We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Denver marketplace. At Vectra Bank, our Wealth Management Team is supported by a cohesive group of ...

Zionsbank Corp

Wealth Advisor - Denver

Denver, CO

$75K - $125K/yr

We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Denver marketplace. At Vectra Bank, our Wealth Management Team is supported by a cohesive group of ...

First Western

Wealth Advisor Associate

Denver, CO · On-site

$85K - $119K/yr

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*

New

Ci

Wealth Advisor

Denver, CO

$125K - $200K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Collaborate with lead advisors to manage the client service experience, oversee task lists and ...

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 ...

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All JobsWealth Advisor JobsWealth Advisor Jobs in Colorado

Wealth Advisor information

See Colorado salary details

$49.4K

$108.4K

$156.2K

How much do wealth advisor jobs pay per year?

As of Aug 15, 2026, the average yearly pay for wealth advisor in Colorado is $108,390.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,800.00 and $129,900.00 per year, depending on experience, location, and employer.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning tools, and compliance with industry regulations are also important.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

What are some common challenges wealth advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

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

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends and financial products.

How much does a wealth advisor earn?

A wealth advisor's average annual salary typically ranges from $70,000 to $150,000, depending on experience, location, and client base. Many advisors also earn commissions or bonuses based on assets under management and performance.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.

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 jobs in Colorado?

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

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

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

What cities in Colorado are hiring for Wealth Advisor jobs?

Cities in Colorado with the most Wealth Advisor job openings:

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

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

Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in Colorado as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $108,390 per year, or $52.1 per hour.

Senior Wealth Advisor

Beacon Pointe Advisors LLC

Denver, CO • On-site

$125K - $175K/yr

Full-time

Re-posted 9 days ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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