ZipRecruiter

Log In

1

Wealth Assistant Jobs in Colorado (NOW HIRING)

The Capital Grille

Server Assistant

Lone Tree, CO

$12.14/hr

... wealth benefits and flexible spending accounts Dining and other discounts State Benefits Overview ... a Server Assistant will deliver an exceptionally distinctive dining experience by ensuring the ...

The Capital Grille

Server Assistant

Lone Tree, CO · On-site

$12.14/hr

Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...

The Capital Grille

Server Assistant

Denver, CO

$16.27/hr

Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...

The Capital Grille

Server Assistant

Lone Tree, CO

$12.14/hr

Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...

The Capital Grille

Server Assistant

Denver, CO

$16.27/hr

... wealth benefits and flexible spending accounts Dining and other discounts State Benefits Overview ... a Server Assistant will deliver an exceptionally distinctive dining experience by ensuring the ...

Capital Grille

Server Assistant

Lone Tree, CO · On-site

$12.14/hr

Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...

The Capital Grille

Server Assistant

Lone Tree, CO · On-site

$12.14/hr

... wealth benefits and flexible spending accounts Dining and other discounts State Benefits Overview ... a Server Assistant will deliver an exceptionally distinctive dining experience by ensuring the ...

The Capital Grille

Server Assistant

Denver, CO · On-site

$16.27/hr

... wealth benefits and flexible spending accounts Dining and other discounts State Benefits Overview ... a Server Assistant will deliver an exceptionally distinctive dining experience by ensuring the ...

The Capital Grille

Server Assistant

Denver, CO

$16.27/hr

Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...

Capital Grille

Server Assistant

Denver, CO · On-site

$16.27/hr

Multiple insurance options, wealth benefits and flexible spending accounts * Dining and other ... A Server Assistant will be a team player throughout the restaurant by assisting Servers in properly ...

previous pagenext page

Showing results 21-40

All JobsWealth JobsWealth Assistant JobsWealth Assistant Jobs in Colorado

Wealth Assistant information

See Colorado salary details

$9

$28

$63

How much do wealth assistant jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for wealth assistant in Colorado is $28.21, according to ZipRecruiter salary data. Most workers in this role earn between $16.07 and $33.04 per hour, depending on experience, location, and employer.

What qualifications do I need to work in wealth management?

Wealth assistants typically need a bachelor's degree in finance, economics, or a related field. Relevant skills include strong communication, financial analysis, and proficiency with financial software; certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

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

To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.

What is a wealth assistant?

A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.

What does a wealth assistant do?

A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.

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

The most popular types of Wealth jobs in Colorado are:

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

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

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

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

What cities in Colorado are hiring for Wealth Assistant jobs?

Cities in Colorado with the most Wealth Assistant job openings:

Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in Colorado as of August 2026, with employment types broken down into 64% Full Time, and 36% Part Time. Highlights an 100% In-person job distribution, with an average salary of $58,667 per year, or $28.2 per hour.

Private Wealth Trust Market Manager - Colorado, Arizona and New Mexico

BOK Financial

Denver, CO • On-site

Full-time

Posted 2 days ago

New

Job description

Req ID: 78436 

Location: Denver -DEN, Phoenix -PHOE, Scottsdale -SCOTT 

Areas of Interest: Wealth Management 

Pay Transparency Salary Range: 175,000 - 250,000 

Application Deadline: 09/18/2026

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
Formula Based
Summary

A leadership career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business. 

Job Description

The Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible for clients in Colorado, Arizona and New Mexico.

Team Culture

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

How You'll Spend Your Time
  • You will lead a team of a team of Private Wealth Trust Officers. 
  • You will attract, retain and develop your staff.
  • You will actively participate in managing some of the portfolio’s largest and most complex clients, ensuring excellent client satisfaction and maximizing growth opportunities.
  • You will ensure effective business development and portfolio maintenance activities with your team.  You’ll assist them in negotiating new business proposals as well as analyzing and evaluating all aspects of administering a large trust book of clients.
  • You will lead the team in achieving growth targets, including executing an effective business development process, conducting relationship review / pipeline meetings and coordinating client outreach and overall relationship management.
  • You will provide oversight on complex account relationships and trust structures. Actively develop relationships with prospective clients and existing clients, promote the bank's services and introduce clients to BOK’s overall offering, as appropriate.
  • You will define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business Administration or Finance and 8+ years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or Trust Administration & Management, and/or Sales Management experience or 14+ years equivalent work experience.

  • Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities and use of complex credit facilities or accounting principles & practices, personal trust accounts, estate planning, taxation, and administrative procedures.
  • Excellent written and verbal communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations; ability to communicate with senior level management, regulators, and executive officers.
  • Leadership ability and team building skills.
  • Demonstrated capacity to sell within the financial services industry with extensive negotiating skills.

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. 

Apply