Top 194 Financial advisor Jobs in Sheridan, Co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred
Stronghaven —Greenwood Village, CO
- $67,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Denver Metro Area
Thrivent —Greenwood Village, CO
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Senior Associate, Capital Markets - CO
Phoenix Energy One, LLC —Denver, CO
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Accounting
- US work authorization
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor/Wealth Manager - Denver
Florida Financial Advisors —Greenwood Village, CO
- From $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual - West Denver —Golden, CO
- $70,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- Business development
- Paid training
- Disability insurance
Quick Apply
Financial Services Associate
Lifeline Wealth Group —Littleton, CO
- $30,000 - $150,000 a year
- Part-time
- Hybrid work
- Driver's License
- Entry level
- Professional development assistance
- Flexible schedule
Quick Apply
Advice Consultant - Workplace Branch
Charles Schwab —Lone Tree, CO
- $74,300 - $125,400 a year
- Mid-level
- Office
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
3d
Financial Advisor
Northwestern Mutual —Denver, CO
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
4d
J.P. Morgan Wealth Management - Private Client Advisor - Centennial, CO
JPMorganChase —Centennial, CO
- $57,840 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Planning Consultant - Greenwood Village, CO
Fidelity Investments —Greenwood Village, CO
- $85,000 - $121,000 a year
- Full-time
- Residential
- Senior level
- Communication skills
- Loan repayment program
- Health insurance
Financial Consultant
WealthBridge Financial Group —Lakewood, CO
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Pure Financial Advisors, Inc. —Denver, CO
- From $125,000 a year
- Email
- CPA
- 5 years
- Presentation skills
- Health savings account
- AD&D insurance
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Denver
Goldman Sachs —Denver, CO
- Office
- Bachelor's degree
- Mentoring
- Disability insurance
- Health insurance
13d
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Highlands Ranch, CO
- $70,125 - $116,875 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Fidelity’s Licensing Accelerator Program (SIE®) - Denver, CO
Fidelity Investments —Englewood, CO
- Full-time
- Entry level
- Loan repayment program
- Health insurance
Financial Professional
Equitable Advisors —Englewood, CO
- $31,700 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Senior Financial Representative
LPL Financial —Denver, CO
- $90,000 - $150,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
5d
Utility Rate & Financial Consultant
Power System Engineering Inc —Denver, CO
- $104,168 - $143,974 a year
- 5 years
- Finance
- Analysis skills
- Profit sharing
- Health savings account
Quick Apply
Associate Financial Planner
Edelman Financial Engines, LLC —Englewood, CO
- $100,300 - $111,300 a year
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
18h
Financial Advisor
First Command Financial Services, Inc. —Aurora, CO
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training

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financial advisor jobs near sheridan, co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Stronghaven -
Greenwood Village, CO

Quick Apply

Job Details

Full-time
$67,000 - $80,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Series 7

Full Job Description

Investment Operations Associate / Associate Wealth Advisor : Career Path to Head of Investment Operations, Client Advisory & Practice Management

StrongHaven Wealth Stewardship & Family Office
Cherry Creek & Denver Tech Center, Colorado
Full-Time | In-Person (Limited Hybrid Opportunities After 180 Days)

Build a Career, Not Just a Job

StrongHaven is a rapidly growing independent Registered Investment Advisor (RIA), and we're looking for exceptional individuals to join our team.

This role is designed as a long-term career opportunity—not simply an operations position. As our firm continues to grow, successful team members will have the opportunity to advance into leadership roles in Investment Operations, Client Advisory, and Practice Management.

About Stronghaven

We serve entrepreneurs, business owners, executives, creators, and multigenerational families through our Wealth Stewardship and Family Office platforms.

Our team values exceptional client service, integrity, collaboration, continuous learning, and long-term relationships. We promote from within whenever possible and believe our people are our greatest investment.

What You'll Do

Deliver an exceptional client experience through responsive, proactive service.
Open and onboard new client accounts.
Process ACAT transfers, money movements, journals, and wire requests.
Maintain brokerage, retirement, trust, and advisory accounts.
Assist advisors with financial planning preparation and analysis.
Prepare client meeting materials and follow-up items.
Coordinate with custodians, CPAs, attorneys, and other professionals.
Maintain CRM records and operational workflows.
Support investment operations, trading, and account servicing.
Help improve internal processes as the firm continues to grow.

What We're Looking For

Passion for serving clients.
Strong organization and attention to detail.
Excellent written and verbal communication.
Positive, collaborative attitude.
Ability to manage multiple priorities.
Desire to build a long-term career in wealth management.
Desire to learn and grow in the advisory and investment space

Experience in an RIA, broker-dealer, financial planning firm, banking, or investment operations is strongly preferred but not required.

Licensing

Candidates must hold or obtain the following within 90 days of employment.

Series 65 License - candidates who hold a series 7 must obtain their series 66
Colorado Life & Health Insurance License

We support licensing, continuing education, and professional development.

Compensation & Benefits

$67,000–$80,000 starting salary, depending on experience
Performance bonus opportunities
Health insurance
Paid Time Off
401(k) retirement plan
Continuing education and licensing support
Limited hybrid work opportunities after 180 days, based on performance and business needs

Why Join StrongHaven?

We're building one of Colorado's premier boutique Wealth Stewardship and Family Office firms. Every member of our team has the opportunity to make a meaningful impact, grow professionally, and help shape the future of the firm.

If you're looking for more than a job—if you're looking for a place to build a career, serve clients with excellence, and grow alongside an ambitious team—we'd love to hear from you.

StrongHaven is an Equal Opportunity Employer.

Join us in shaping the future of investment operations by leveraging your expertise in finance, compliance, and client service. We are dedicated to fostering a vibrant workplace where your skills can thrive while making a meaningful impact on our clients’ financial journeys.

Pay: $67,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in sheridan, co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Financial Advisor - Denver Metro Area

Senior Associate, Capital Markets - CO

Financial Advisor/Wealth Manager - Denver

Financial Advisor

Financial Services Associate

Advice Consultant - Workplace Branch

Financial Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Centennial, CO

Financial Planning Consultant - Greenwood Village, CO

Financial Consultant

Financial Advisor

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Denver

Premier Client Banker - PNC Wealth Management

Fidelity’s Licensing Accelerator Program (SIE®) - Denver, CO

Financial Professional

Senior Financial Representative

Utility Rate & Financial Consultant

Associate Financial Planner

Financial Advisor

I want to receive the latest job alert for financial advisor in sheridan, co

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