Top 175 Financial planner Jobs in Aurora, Co

Portfolio Strategist
Charles Schwab —Lone Tree, CO
- $105,600 - $250,000 a year
- Hybrid work
- Office
- Analysis skills
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
2d
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
Investment Consultant - Denver, CO (Downtown Denver)
Charles Schwab —Denver, CO
- $51,300 - $85,000 a year
- Hybrid work
- Mid-level
- Office
- Financial services
- Paid parental leave
- Employee stock purchase plan
2d
Financial Advisor (Recent Grads Encouraged to Apply)
Northwestern Mutual —Denver, CO
- $70,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor's degree
- Team management
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor (Career Changers Encouraged To Apply)
Northwestern Mutual —Denver, CO
- $70,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Consultant
WealthBridge Financial Group —Aurora, CO
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Investment Management Consultant II - Denver, CO
Fidelity Investments —Greenwood Village, CO
- $70,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Loan repayment program
- Tuition reimbursement
Advisor
Bowman Financial Strategies —Englewood, CO
- $50,000 - $200,000 a year
- Full-time
- Background check
- 5 years
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
14d
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
7d
Financial Representative
Tailored Management —Denver, CO
- Contract
- Customer service
- Mid-level
- Business development
- Dental insurance
- Vision insurance
Quick Apply
13h
Fund Services Team Lead
Janus Henderson —Denver, CO
- $75,000 - $85,000 a year
- Full-time
- Research
- Mid-level
- High school diploma or GED
- Health insurance
Wealth Advisor - AI Trainer
DataAnnotation —Colorado
- $50 - $100 an hour
- Part-time
- Remote
- Spanish
- English
- Mid-level
Quick Apply
Financial Advisor
Northwestern Mutual —Denver, CO
- From $75,000 a year
- Full-time
- Management
- Military
- Mid-level
- Paid training
- Health insurance
Quick Apply
Financial Representative - Career Changer
Northwestern Mutual - Colorado Springs —Castle Rock, CO
- $75,000 - $150,000 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
Internal Sales Consultant
Janus Henderson —Denver, CO
- $49,000 - $120,000 a year
- Microsoft Word
- Bachelor of Science
- Research
- Paid holidays
- Health insurance
Financial Advisor (Career Changers Encouraged To Apply)
Northwestern Mutual —Erie, CO
- $50,000 - $200,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Team management
- Health insurance
- Dental insurance
Quick Apply
6d
Security Guard - Armed Healthcare
PalAmerican Security —Aurora, CO
- $22.79 - $26.00 an hour
- Part-time
- High school diploma or GED
- Driver's License
- 21 years or older
- Paid training
- Health insurance
Quick Apply
Security Officer - Shift Supervisor - Healthcare
PalAmerican Security —Aurora, CO
- $24.29 - $27.50 an hour
- Part-time
- 18 years or older
- No education required
- Hospital
- Paid training
- Health insurance
Quick Apply
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
- Tuition reimbursement
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Centennial, CO
- $70,125 - $116,875 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account

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financial planner jobs near aurora, co

Portfolio Strategist

Charles Schwab -
Lone Tree, CO

Apply Now

Job Details

$105,600 - $250,000 a year
2 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 66
Series 7
Investment client management
FINRA License
Investment analysis
Strategic asset allocation in risk management
Referral coordination
Financial education

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As a Portfolio Strategist on the Portfolio Transition Services team, you’ll help clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved in transitioning existing holdings into managed investing strategies. This client-facing role combines investment knowledge, analytical thinking, and clear communication to deliver advice to clients that supports informed decision making.

In this role, you’ll gather relevant facts, clarify transition objectives, evaluate portfolio scenarios, and prepare analysis that helps clients assess potential trade-offs, including estimated realized gains or losses, risk considerations, portfolio characteristics, and transition implications. You’ll partner closely with Retail and Advisor Services relationship owners, applying sound judgment and a disciplined documentation approach in a highly regulated environment.

Your impact will come through your ability to translate complex investment analysis into practical, client-ready education while collaborating across teams to support thoughtful outcomes. This is an opportunity to apply your portfolio construction, taxable investing, and managed account knowledge in a role where precision, problem-solving, and trusted partnership are central to success.

What you have

Required Qualifications

CFP® designation and/or CFA® designation.
Active FINRA Series 7 license, or ability to obtain within 120 days as a condition of employment.
Active FINRA Series 66 license, or equivalent, or ability to obtain within 120 days as a condition of employment.
Strong understanding of portfolio construction, asset allocation, taxable investing, managed account solutions, and portfolio transition considerations.
Experience working with Financial Consultants, Wealth Advisors, investment professionals, and high-net-worth client scenarios.
Ability to interpret holdings, tax lot information, cost basis data, portfolio characteristics, and transition analysis outputs.
Strong written and verbal communication skills, with the ability to translate complex investment analysis into clear, practical, client-ready education.
Demonstrated judgment, attention to detail, and ability to operate effectively in a highly regulated environment.
Ability to manage multiple referrals, prioritize work, meet turnaround expectations, and maintain accurate documentation.
Familiarity with Salesforce, portfolio analysis tools, managed account platforms, or related investment technology.

Preferred qualifications

CIMA® designation.
Bachelor’s degree.
Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or separately managed accounts.
Experience presenting analysis to internal partners, relationship owners, clients, or prospects.
Ability to collaborate across teams to resolve complex client scenarios, clarify requirements, and improve the end-to-end referral experience.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

financial planner jobs in aurora, co

Portfolio Strategist

Financial Services Associate

Investment Consultant - Denver, CO (Downtown Denver)

Financial Advisor (Recent Grads Encouraged to Apply)

Financial Advisor (Career Changers Encouraged To Apply)

Financial Consultant

Investment Management Consultant II - Denver, CO

Advisor

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Financial Representative

Fund Services Team Lead

Wealth Advisor - AI Trainer

Financial Advisor

Financial Representative - Career Changer

Internal Sales Consultant

Financial Advisor (Career Changers Encouraged To Apply)

Security Guard - Armed Healthcare

Security Officer - Shift Supervisor - Healthcare

Financial Planning Consultant - Greenwood Village, CO

Premier Client Banker - PNC Wealth Management

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