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Wealth Management Trainee Jobs in Colorado (NOW HIRING)

Investments/wealth management * Insurance/risk management Training and licensing support: * First ... Successful completion of the paid trainee program opens the door to becoming an independent ...

You will gain a wealth of knowledge and be trained on marketing technology, processes, automation ... By proving their ability to learn and provide value to clients, the best of the best MSM trainees ...

You will gain a wealth of knowledge and be trained on marketing technology, processes, automation ... By proving their ability to learn and provide value to clients, the best of the best MSM trainees ...

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Wealth Management Trainee information

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$14

$22

$38

How much do wealth management trainee jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for wealth management trainee in Colorado is $22.24, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $25.53 per hour, depending on experience, location, and employer.

What is a wealth management trainee?

Wealth Management Trainees are entry-level professionals who are learning the fundamentals of financial planning and investment management under the guidance of experienced advisors. They assist with research, client account management, and administrative tasks while studying to become licensed financial advisors. The role is designed to provide hands-on experience in developing financial strategies, understanding market trends, and building client relationships, eventually preparing trainees for a full advisory position. This career path is ideal for individuals interested in finance, client service, and long-term career growth within the wealth management industry.

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

To thrive as a Wealth Management Trainee, you need a strong background in finance, economics, or business, often supported by a relevant degree or progress toward certifications like the Series 7 or CFP. Familiarity with financial planning software, CRM systems, and investment analysis tools is typical in this role. Excellent interpersonal skills, active listening, and a client-focused mindset help trainees build trust and deliver tailored financial advice. Mastering these skills is crucial for effectively supporting clients’ financial goals and for progressing within the competitive wealth management industry.

What are some common challenges faced by wealth management trainees during their first year, and how can they overcome them?

Wealth Management Trainees often encounter challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, performance-driven environment. Success requires proactive networking, continuous learning, and seeking mentorship from experienced advisors. Trainees can overcome these hurdles by leveraging training resources provided by their firm, actively participating in team meetings, and staying up-to-date with market trends to provide informed guidance to clients.

What is the difference between Wealth Management Trainee vs Financial Advisor?

AspectWealth Management TraineeFinancial Advisor
Required CredentialsTypically pursuing or holding relevant certifications (e.g., CFP, Series 7)Often holds certifications like CFP, Series 7, or Series 66
Work EnvironmentTraining programs within banks, investment firms, or financial institutionsClient-facing roles in banks, independent firms, or financial planning companies
Employer & Industry UsageUsed by firms to develop future advisors; entry-level trainingActive role providing financial advice and planning services to clients

While both roles involve financial knowledge and certifications, a Wealth Management Trainee is primarily in a training phase within a firm, preparing for a future advisory role. A Financial Advisor actively manages client portfolios and provides personalized financial planning. The trainee position is more focused on learning and development, whereas the advisor role involves direct client interaction and decision-making.

How much does a wealth management trainee make?

A wealth management trainee typically earns between $40,000 and $60,000 annually, depending on the location, firm, and level of experience. Entry-level trainees may start at lower salaries, with potential for bonuses and commissions as they gain skills and certifications such as the Series 7 or 66 exams.

How to get into a wealth management trainee role with no experience?

To enter a wealth management trainee role with no experience, candidates should focus on obtaining relevant certifications such as the Series 7 or Series 66, develop strong interpersonal and analytical skills, and pursue internships or entry-level positions in finance or customer service to build industry knowledge and demonstrate motivation.

What do you do as a wealth management trainee?

A wealth management trainee assists financial advisors by conducting research, preparing client reports, and supporting investment strategies. The role often involves learning about financial planning, client relationship management, and using tools like CRM software, with opportunities to earn relevant certifications during training.

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 are popular job titles related to Wealth Management Trainee jobs in Colorado?

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

What cities in Colorado are hiring for Wealth Management Trainee jobs?

Cities in Colorado with the most Wealth Management Trainee job openings:

Infographic showing various Wealth Management Trainee job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $46,257 per year, or $22.2 per hour.

Warehouse Operations Management Trainee (Colorado)

Poolcorp

Denver, CO

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


POOLCORP rating

7.0

Company rating: 7.0 out of 10

Based on 62 frontline employees who took The Breakroom Quiz

247th of 423 rated retail wholesalers


Job description

Who Are We?

POOLCORP is the world's leading distributor of outdoor living products. With more than 445 Sales Centers and over 6,000 employees, we proudly provide unparalleled service to our 120,000+ customers across 13 countries. At POOLCORP you'll find a wealth of opportunities that support your individual and long-term career goals. Publicly traded since 1995, POOLCORP is a global organization with a long history of continuous success - clearly making it an industry leader - in so many ways!

What We Offer:

Employer of Choice - the pace is fast, the atmosphere is fun and the people are friendly. Every team member is encouraged to innovate, contribute ideas, and discover solutions as an important part of a

world-class team.

Benefits Package - 401k with company match, health benefits, wellness program, education reimbursement, paid travel, employee stock, paid time off, and many more!

Growth - You'll have the opportunity to prove yourself from the very beginning and to make an impact. How far and how fast you grow in your career is up to you.

Continuous Learning - With over 100 online courses, we invest heavily in our employees' development to maximize their success and the success of our company.

Community Involvement - we believe that a being a good corporate citizen is the right thing to do for our customers, employees and community.

Safety - the health and safety of our employees and customers is at the core of our company culture.

Stability - as a Fortune 1000 company and industry leader, we have only touched the surface for the demand of outdoor living products.

Job Summary:

The Management in Training - Operations (MIT) Program is an entry-level, hands-on training program based in our distribution warehouse. It is a great opportunity for individuals seeking an introductory role that will lead to a long-term career in operations management.

You will receive 6-months of guidance, support and resources to learn about the swimming pool supply, irrigation and landscape distribution industry.

Upon completion of the program, program graduates are eligible to apply for Operations Supervisor or Operations Manager roles that are available nationwide.


Hiring at the following location:

  • SCP Distributors, 4201 Ronald Reagan Blvd., Fort Collins, CO 80534

  • Superior Pool Products, 2505 W 75th Ave., Denver, CO 80204

Important: Training is held on-site. After completing training in May, you will be required to relocate out of state (with company-provided assistance).

What You Will Do:

  • Receive hands-on training and perform duties in every area of the distribution center including Operations, Management, and Purchasing.

  • Observe experienced employees to acquire knowledge of methods, procedures, and standards of performance for a successful sales center.

  • Shadow contractors/builders, service/maintenance, and retail store customers to learn their aspect of the swimming pool, irrigation and landscaping business.

  • Participate in classroom training sessions (lecture, role play and computer lab) at the state-of-the-art EDGEucation Center in Plano, Texas. Topics to include operations, financials, leadership, human capital management and operating systems.

  • Give comprehensive presentation to senior level management for completion of the Operations MIT program at the end of the 6 month program.

  • Other job duties and special operations projects as assigned.

What We Are Looking For

  • Bachelor's degree or Associate's degree in Industrial Distribution, Supply Chain Management, Management, Operations or other related discipline with a minimum of 2.5 GPA.

  • Work experience in a leadership and/or problem solving role. In lieu of work experience, will consider involvement in distribution or supply chain internships, organizations/clubs, volunteer work/community service, athletics or military leadership.

  • Desire and ability to work in a distribution warehouse environment.

  • Results driven, self-starter with the ability to lead and develop a team with rapidly changing priorities. Strong leadership skills are a must!

  • Possess and demonstrate a motivated, passionate, customer service driven attitude.

  • Willingness and ability to relocate during and after the program (at company expense) for career development opportunities.

  • Ability to travel 25% of the time.

  • Ability to maneuver heavy machinery, such as pallet jacks, forklifts, etc. and lift products up to 75 pounds.

Preferred:

  • Bilingual (English/Spanish) a plus.

  • Knowledge of Microsoft Office suite with ability to learn inventory system and additional software.

  • In lieu of work experience, will consider involvement in distribution or supply chain internships, organizations/clubs, volunteer work/community service, athletics or military leadership.

Learn more about the position by visiting www.poolcorp.com/mit.

At POOLCORP, we are committed to our employees' success. Our comprehensive benefits program offers the flexibility of benefits that meet the needs of our employees and their families. Some of these benefits include medical, dental and vision care, company-paid life and long-term disability insurance, prescription drug coverage, flexible spending and health savings accounts, 401(k) with company match, employee stock purchase plan, and employee assistance and education reimbursement programs. These benefits can help build a foundation for the future while helping employees live a healthy lifestyle. Please note that benefits are subject to change. For more information about compensation and benefits, visithttps://www.poolcorp.com/careers/compensation-benefits/
The annual compensation for this position in NV, NY, WA, CA, CO, CT, NJ, RI, and HI is $28.85/hour based on a full-time schedule. Additionally, this position may be eligible for relocation or cost of living adjustments. The application window for this position is expected to close after30 daysofposting, butwill remain openuntilfilled.

All offers to external candidates for employment are contingent upon the successful completion of pre-employment drug testing and background verifications before employment is finalized. This position is considered "safety-sensitive" and includes tasks or duties which could affect the safety and health of the employee performing the tasks or others.

POOLCORP is a drug-free company. POOLCORP is an Equal Opportunity Employer - By Choice. The Company understands, respects, and values diversity - unique styles, experiences, identities, ideas, and opinions - while striving to be inclusive of all people. This commitment is critical to our success as a global company as we seek to recruit, develop, and retain the most talented people from a diverse candidate pool. Hiring and promotional decisions are based solely on the qualifications required for the job to be filled. This position is considered "safety-sensitive" and includes tasks or duties which could affect the safety and health of the employee performing the tasks or others.


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