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Weekend Wealth Management Jobs in Colorado (NOW HIRING)

Curi Capital

Wealth Advisor

Denver, CO · On-site

$120K - $200K/yr

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 ...

U.S. Bank

PWM Private Wealth Advisor

Denver, CO · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

US Bank

PWM Private Wealth Advisor

Denver, CO · Hybrid

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

Curi Capital

Wealth Advisor

Denver, CO · On-site

$120K - $200K/yr

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 ...

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All JobsWealth Management JobsWeekend Wealth Management JobsWeekend Wealth Management Jobs in Colorado

Weekend Wealth Management information

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

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

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What are popular job titles related to Weekend Wealth Management jobs in Colorado? For Weekend Wealth Management jobs in Colorado, the most frequently searched job titles are:
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Weekend Wealth Management jobs near you

Wealth Advisor

Curi Capital

Denver, CO • On-site

$120K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 16 days ago

Job description

About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.
The Role
We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.
Key Responsibilities:
  • Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well-being, which include:
    • Financial planning and budgeting
    • Holistic balance sheet advisement (including cash and debt)
    • Asset allocation and investments
    • Estate and tax planning
    • Insurance analysis and review
    • Charitable Strategy
  • Responsible for growing business through business development and referral generation from clients
  • Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients
  • Demonstrate a genuine involvement in the local community
  • Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships

Key Skills:
  • Team-oriented, relationship-driven advisor
  • High integrity, honest, respectful individual
  • Curious and coachable disposition
  • Passionate about serving clients
  • Strong ability to foster relationships both externally and internally
  • Demonstrated strong work ethic
  • Good communicator with superior written and oral communication skills
  • High attention to detail and well organized
  • Strong critical thinking skills to assess clients' financial position and needs or requirements to attain clients' goals and objectives.
  • High standards of professionalism while working with clients and team members

Key Qualifications:
  • Certified Financial Planner (CFP) designation - required
  • 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, established client relationships
  • Experience with financial planning software (MoneyGuide or eMoney)

The base salary will be commensurate with an individual's work experience and educational background.
US Pay Range
$120,000-$200,000 USD
Our Vision: To be the trusted partner in medicine, business, and life.
Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
Our Values:
  • Accountability: We are driven to act, work with integrity, and deliver results.
  • Curiosity: We ask and listen, stay curious, and are eager to learn.
  • Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
  • Inclusion: We respect, recognize, and encourage the differences that make us stronger-we are better together

Built On;
  • Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.
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