ZipRecruiter

Log In

1

Wealth Advisory Associate Jobs in Colorado (NOW HIRING)

5 Legal

Investment Management Associate

Denver, CO

A top 50 AmLaw Firm is seeking a junior to mid-level associate to join their Investment Management ... Experience representing institutional investors and wealth advisory firms is a plus. Applicants ...

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and ... This role supports banking, trust, and wealth advisory relationships across Private Wealth.

BOK Financial

Client Service Associate

Denver, CO

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and ... This role supports banking, trust, and wealth advisory relationships across Private Wealth.

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and ... This role supports banking, trust, and wealth advisory relationships across Private Wealth.

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and ... This role supports banking, trust, and wealth advisory relationships across Private Wealth.

next page

Showing results 1-20

All JobsWealth Advisory Associate JobsWealth Advisory Associate Jobs in Colorado

Wealth Advisory Associate information

See Colorado salary details

$23.1K

$77.6K

$137K

How much do wealth advisory associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for wealth advisory associate in Colorado is $77,643.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,304.00 and $93,663.00 per year, depending on experience, location, and employer.

What is a wealth advisory associate?

Wealth Advisory Associates are financial professionals who support clients in managing, growing, and protecting their wealth. They typically work with senior advisors to develop tailored investment strategies, provide financial planning advice, and help clients achieve their financial goals. Their responsibilities may include conducting research, preparing financial reports, and maintaining client relationships. Wealth Advisory Associates often serve as a key point of contact for clients and assist with a wide range of financial services.

What are some typical career advancement paths for a wealth advisory associate?

As a Wealth Advisory Associate, you can expect to start by supporting senior advisors in client relationship management, portfolio analysis, and financial planning. With experience and demonstrated success, you may advance to roles such as Wealth Advisor or Senior Associate, taking on your own client base and leading complex financial strategies. Many firms offer mentorship programs, internal training, and opportunities to obtain certifications (such as CFP or CFA) to support your growth. Career progression often depends on your ability to build trust with clients, manage portfolios effectively, and contribute to business development.

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

To thrive as a Wealth Advisory Associate, you need a solid understanding of financial markets, investment strategies, and client relationship management, typically supported by a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications like the Series 7 or CFP is often required. Strong interpersonal skills, attention to detail, and effective communication help build trust and deliver tailored advice to clients. These skills ensure accurate financial guidance, client satisfaction, and long-term business growth in a competitive industry.

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

AspectWealth Advisory AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentSupports senior advisors in a team setting, often within banks or financial firmsDirectly interacts with clients, providing personalized financial planning
Employer & Industry UsageUsed in wealth management firms, banks, and financial institutionsCommon across independent practices, banks, and advisory firms
Search & Comparison IntentOften compared for entry-level roles supporting financial planningCompared for client-facing financial planning roles

The main difference is that a Wealth Advisory Associate typically supports senior advisors and focuses on research and administrative tasks, while a Financial Advisor directly manages client relationships and provides personalized financial advice. Both roles require similar certifications and work within the wealth management industry, but their responsibilities and client interaction levels differ.

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

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

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

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

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

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

Wealth Advisory Associate jobs near you
Infographic showing various Wealth Advisory Associate job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $77,643 per year, or $37.3 per hour.

Client Relationship Associate - Wealth Advisory - Denver, CO

CliftonLarsonAllen

Denver, CO • On-site

$51K - $99K/yr

Other

Medical, Dental, Vision, Retirement

Re-posted 11 days ago

CliftonLarsonAllen rating

7.0

Company rating: 7.0 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

22nd of 23 rated bookkeepers and accountants

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. They provide high-quality support to clients while collaborating with Wealth Advisors.

Essential Job Functions:

Requires close collaboration with primary and secondary (when applicable) advisors responsible for serving clients.

Support strategies to retain and expand current client relationships.

Provide high-quality customer service and resolutions to clients, including handling of inbound calls and emails.

Collaborate with the Wealth Advisory team to help schedule, prepare for and document client meetings, including proposals.

Attend client meetings and provide support to Wealth Advisors to ensure that clients receive exceptional service.

Input client interactions and tasks into CRM

Ensure client data is complete, accurate and up to date across all wealth systems

Enter service requests in CRM to support all facets of a client relationship, including, but not limited to onboarding and account set up, account maintenance, money movement and trading requests (at the direction of licensed advisor)

Perform periodic monitoring of advisory team clients as directed by Primary Advisor. May include monitoring of cash balances, requirement minimum distributions, capital calls, annual disclosures.

Provide support to Wealth Advisory team on special projects

Requirements

Experience

3+ years of experience in investment industry preferred

Education

Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.

Certifications / Licenses

None required.

This job is working in our Denver, CO CLA office.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.

The compensation range for this position in Colorado is: $51,100 - $99,000.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits, click here.

What CliftonLarsonAllen employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

CliftonLarsonAllen logo

About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

View All CliftonLarsonAllen Jobs

Apply