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Wealth Management Associate Jobs in Colorado (NOW HIRING)

PNC Bank

PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for wealth management associate in Colorado is $20.89, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $21.73 per hour, depending on experience, location, and employer.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.
What are the most commonly searched types of Wealth Management jobs in Colorado? The most popular types of Wealth Management jobs in Colorado are:
What cities in Colorado are hiring for Wealth Management Associate jobs? Cities in Colorado with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $43,456 per year, or $20.9 per hour.

Managing Partner, Wealth Advisor

UMB Financial Corporation

Denver, CO • On-site

$99K - $157K/yr

Full-time

Re-posted 9 days ago

Job description

As the Managing Partner, Wealth Advisor, you will be responsible for managing other wealth advisors within a practice or team-based service delivery model. Performs considerable short and long-term planning, scheduling, and coordination of wealth advisor resources. Responsible for the growth and development of direct reports. Accountable for assisting with the planning and management of budget, including delivery of end results for the advisory practice.
How You Will Spend Your Time:
Role Specific Job Duties:
  • Lead a team of Wealth Advisors
  • Set the strategic direction and establish priorities of the local wealth advisor practice
  • Develop, manage, and execute on the business plan for the advisor practice
  • Establish KPI's for the practice that will allow the team to measure and monitor success
  • Align resources in the practice with the business plan
  • Manage practice performance, regularly updating the associate 9-box and develop specific professional development plans for each wealth advisor
  • Continuously mentor wealth advisors on team, helping them adopt industry best practices

Function Specific Job Duties:
  • Responsible for managing the practice P&L
  • Meet regularly with team to proactively understand trends, attrition risks, and opportunities with clients and prospects
  • Execute on specific programs aimed to increase productivity of business development, client retention and engagement
  • Chiefly responsible for the business development within the practice, including overseeing the overall new business pipeline in the practice
  • Lead the development of centers of influence (both internal and external) as referral sources, and development of natural markets and key influencers
  • Lead the wealth management services delivery to high value clients within the practice
  • Coordinate the delivery of wealth, financial planning, investment, and estate planning advice for clients, leveraging dedicated financial planners, trust officers and portfolio managers within the practice
  • Drive a growth oriented, entrepreneurial culture with a can-do mindset across the advisory practice
  • Ensure team adoption of new platforms and technologies to drive operational efficiency and enhance the client experience
  • Opportunistically assist in new advisor recruiting
  • Responsible for the assimilation of new wealth advisors into the wealth practice
  • Ensure all minimum standards of care are met across all client relationships
  • Other duties as assigned

We Are Excited To Talk If You Have:
MINIMUM:
  • Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background
  • 7 years of applicable experience within Financial Services
  • 3+ years of demonstrated leadership experience as an advisor within a wealth management institution
  • Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment

PREFERRED:
10 years of applicable experience within Financial Services
  • Demonstrated experience in managing an advisory practice P&L
  • Advanced degree or professional certification such as CFP or CFA

Knowledge & Skills
MINIMUM:
Job Skills:
  • Systems thinking and complex problem solving
  • Attention to detail, yet ability to grasp big picture
  • Highly organized and can effectively multi-task
  • Great communicator with strong interpersonal skills
  • Exceptional written communication and presentation skills
  • Strong wealth advisor sales skills with acumen to close new business
  • Demonstrated ability to expand revenue, assets, and client base
  • Knowledge of client service and operational best practices
  • Proficiency in developing centers of influence and personal networking
  • Adept at advisory business planning and execution
  • Knowledge of technology can improve client experiences and front office operational processes
  • Strong knowledge of investment, tax, estate planning, and transfer of wealth strategies
  • Understanding of how to leverage team resources to drive client growth, retention and engagement
  • Proven culture carrier and mentorship of other advisors
  • High Level of Emotional Intelligence, able to read situations accurately and is empathic

Technical Skills:
  • Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
  • Proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors
  • Proficiency with eMoney client portal and financial planning software

Compensation Ranges:
US Employees in California, Washington DC, New Jersey, and New York:
$120,750 - $189,000
US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$110,250 - $173,030
US Employees in all other states not listed above:
$99,750 - $157,060
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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