Top 51 Wealth management registered client service Jobs in Denver, 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
Vocational Case Manager
Enlyte —Denver, CO
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Experience working with individuals with disabilities
- Research
- Travel reimbursement
- Health savings account
Registered Client Service Associate
Stifel —Greenwood Village, CO
- $53,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Registered Client Service Associate
Morgan Stanley —Denver, CO
- $35,000 - $75,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Private Wealth Management Analyst
Morgan Stanley —Denver, CO
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
- Health savings account
- Paid holidays
Client Service Associate / Administrative Assistant
New City Family Office —Golden, CO
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Medical Field Case Manager
Enlyte —Denver, CO
- $71,000 - $85,000 a year
- Full-time
- Nursing
- Microsoft Outlook
- RN License
- Travel reimbursement
- Health savings account
Tax Senior - Wealth Management - Up To $120k
Everforth, Cybercoders —Denver, CO
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Office
Quick Apply
Branch Administrative Supervisor I
Robert W. Baird —Denver, CO
- $35.18 - $47.65 an hour
- Microsoft Excel
- Research
- Mid-level
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
Client Service Associate
Beacon Pointe Advisors LLC —Denver, CO
- $55,000 - $60,000 a year
- Office
- Finance
- Analysis skills
Key Private Bank - Registered Associate Relationship Manager
KeyBank National Association —Denver, CO
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
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
Wealth Advisor
Sequoia Financial Group Llc —Denver, CO
- $110,000 - $150,000 a year
- Full-time
- CPA
- Office
- Finance
Quick Apply
ASSOCIATE, PRIVATE EQUITY
Cresset Capital —Denver, CO
- $85,000 - $115,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
- Health savings account
- Disability insurance
Quick Apply
Specialist, Trading Operations
Charles Schwab —Lone Tree, CO
- $26.92 - $38.56 an hour
- Hybrid work
- Microsoft Word
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
5d
Wealth Planner
Sequoia Financial Group Llc —Denver, CO
- Full-time
- CPA
- Mid-level
- Office
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Lakewood, CO
- $70,125 - $116,875 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
3d
Trading & Client Operations Associate
Dechtman Wealth Management —Englewood, CO
- $75,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
1d
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

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wealth management registered client service jobs near denver, 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

wealth management registered client service jobs in denver, co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Vocational Case Manager

Registered Client Service Associate

Registered Client Service Associate

Private Wealth Management Analyst

Client Service Associate / Administrative Assistant

Medical Field Case Manager

Tax Senior - Wealth Management - Up To $120k

Branch Administrative Supervisor I

Premier Client Banker - PNC Wealth Management

Client Service Associate

Key Private Bank - Registered Associate Relationship Manager

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

Wealth Advisor

ASSOCIATE, PRIVATE EQUITY

Specialist, Trading Operations

Wealth Planner

Wealth Advisor - PNC Wealth Management

Trading & Client Operations Associate

Financial Advisor

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