ZipRecruiter

Log In

1

Wealth Manager Jobs in Highlands Ranch, CO (NOW HIRING)

Zions Bancorporation

Wealth Advisor - Denver

Denver, CO · On-site

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include ...

Zionsbank Corp

Wealth Advisor - Denver

Denver, CO · On-site

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include ...

Zionsbank Corp

Wealth Advisor - Denver

Denver, CO

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include ...

Sequoia Financial Group Llc

Wealth Advisor

Denver, CO · On-site

$110K - $150K/yr

Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated by Eide Bailly, allowing us to expand our reach and deepen our presence in key markets west of the ...

Curi Capital

Wealth Advisor

Denver, CO · Hybrid

Five years of relevant experience managing all facets of wealth management - required * Bachelor's degree - required * Experience serving physicians is preferred but not required * Demonstrate strong ...

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Five years of relevant experience managing all facets of wealth management - required * Bachelor's degree - required * Experience serving physicians is preferred but not required * Demonstrate strong ...

Bank of America

Wealth Planner

Greenwood Village, CO · Hybrid

  • PTO

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

Bank of America

Wealth Planner

Greenwood Village, CO · On-site

  • PTO

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

Curi Capital

Wealth Advisor

Denver, CO · On-site

$120K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Five years of relevant experience managing all facets of wealth management - required * Bachelor's degree - required * Experience serving physicians is preferred but not required * Demonstrate strong ...

next page

Showing results 1-20

All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Highlands Ranch, CO

Wealth Manager information

See Highlands Ranch, CO salary details

$25.7K

$62.5K

$121.8K

How much do wealth manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for wealth manager in Highlands Ranch, CO is $62,478.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $71,900.00 per year, depending on experience, location, and employer.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

Is wealth management a high paying career?

Wealth management is generally a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in top firms can earn six-figure incomes or higher.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

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

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
More about Wealth Manager jobs

What are the most commonly searched types of Wealth jobs in Highlands Ranch, CO?

The most popular types of Wealth jobs in Highlands Ranch, CO are:

What job categories do people searching Wealth Manager jobs in Highlands Ranch, CO look for?

The top searched job categories for Wealth Manager jobs in Highlands Ranch, CO are:

What cities near Highlands Ranch, CO are hiring for Wealth Manager jobs?

Cities near Highlands Ranch, CO with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Highlands Ranch, CO as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 18% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $62,478 per year, or $30 per hour.

Administrative Assistant

True Wealth Financial

Westminster, CO • On-site

$23 - $28/hr

Full-time

PTO

Re-posted 14 days ago

Job description

Company overview

True Wealth Financial is a wealth management firm dedicated to serving our clients with the highest level of care, love, and commitment. We specialize in working with individuals of influence, crafting exceptional, white-glove experiences that leave a lasting impression. Many of the families we work with are three to four generations deep, and we guide them through significant moments in their lives. Ultimately, we are more than just portfolio managers—we are trusted partners, helping our clients move from where they are to where they aspire to be.

Our office culture is grounded in positivity, purpose, and clarity. We strive to provide service that exceeds expectations and foster a team motivated by making a meaningful impact in people's lives. Our mission is to add value to every family and organization we serve.

www.TWFinancial.com

Job Overview
We are currently seeking an Administrative Assistant who deeply cares for others and possesses the intuitive skills to connect with people and provide exceptional service. As the first point of contact, this role plays a crucial part in shaping our clients' first impressions. The ideal candidate will provide essential support to the Wealth Manager/Financial Planner, ensuring the seamless operation of our office. This role requires someone who is comfortable working independently when the Wealth Manager is traveling or meeting with clients outside the office. If you are eager to be part of a fast-growing management firm and take pride in helping clients achieve their dreams, we invite you to apply to join our team.

Responsibilities

Duties include but are not limited to:
- Manage office communications, correspondence, and phone calls.
- Address customer inquiries and provide exceptional support.
- Coordinate appointments, meetings, and travel for the Wealth Manager.
- Assist with office management duties to maintain a well-organized workspace.
- Perform administrative tasks such as data entry, filing, and document preparation.
- Open accounts, transfer funds, and assist clients with related tasks.
- Manage CRM and assist with preparation for client meetings (i.e., paperwork, requirements, etc).
- Provide daily summaries of completed and pending tasks to the Wealth Manager.

Skills
- Strong proofreading skills with attention to detail for accuracy and clarity.
- Excellent administrative and multitasking abilities.
- Proven customer support with outstanding oral, written, phone communication, and listening skills.
- Strong interpersonal skills for building and fostering relationships.
- Knowledge of office management procedures and basic finance principles.
- Proficiency in data entry, record-keeping, and Microsoft Office Suite, especially Excel.
- Ability to manage multiple projects with deadlines, analyze data, and solve problems effectively.

Preferences
- Experience supporting Financial Advisors or working in the financial industry.
- Paralegal experience is a plus.
- Ability to occasionally lift 30-50 lbs.

Ideal Personal Attributes

- Positive and enthusiastic, with a genuine passion for serving others.
- Warm, personable, and committed to delivering an exceptional client experience.
- Combines a strategic outlook with meticulous attention to detail.
- Proactive in anticipating needs and addressing them with efficiency and foresight.
- Independent self-starter who takes ownership of tasks.
- Resourceful and skilled at finding creative solutions.
- Adaptable, able to quickly adjust to changing priorities.
- Eager to expand skills and embrace continuous learning.