Top 57 Registered investment advisor 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
7d
Client Service Associate / Administrative Assistant
Sovereign Family Office —Golden, CO
- $55,000 - $75,000 a year
- Full-time
- Office
- Bachelor's degree
- QuickBooks
- Health insurance
- Dental insurance
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Denver, CO
- $65,000 - $75,000 a year
- Microsoft Excel
- Writing skills
- Research
Customer Success Manager - Remote
Nevis Wealth —Denver, CO
- Full-time
- Remote
- Mid-level
- 4 years
- Communication skills
- Health insurance
Client Services Associate
Dodds Wealth LLC —Greenwood Village, CO
- $65,000 - $80,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
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
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
6d
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
Lead Investment Advisor
RubinBrown LLP —Denver, CO
- Hybrid work
- Microsoft Excel
- CPA
- Customer service
Quick Apply
Client Service Associate
Beacon Pointe Advisors LLC —Denver, CO
- $55,000 - $60,000 a year
- Office
- Finance
- Analysis skills
2d
Investment Consultant (External Wholesaler)
City National Bank —Denver, CO
- $101,231 - $172,355 a year
- Full-time
- Remote
- Up to 50% travel
- Master's degree
- Business development
- Health insurance
- Dental insurance
Advisor, CFP
Moneta Group —Denver, CO
- Full-time
- CPA
- Mid-level
- 3 years
- Profit sharing
- Paid parental leave
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
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
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Denver, CO
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Virtual Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Denver, CO
- $55,000 a year
- Full-time
- Spanish
- Public speaking
- Mid-level
- Wellness program
- Health savings account
Principal Financial Officer & Treasurer Services Associate | Denver Hybrid
PINE Advisor Solutions —Denver, CO
- $60,000 - $70,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Disability insurance
13d
Financial Advisor
Northwestern Mutual —Denver, CO
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Wealth Advisor
Sequoia Financial Group Llc —Denver, CO
- $110,000 - $150,000 a year
- Full-time
- CPA
- Office
- Finance
Quick Apply
Clearing & Custody Wealth Management Banker
Royal Bank of Canada —Denver, CO
- $90,000 - $200,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Disability insurance
- Health insurance

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registered investment advisor 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
7 days ago

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

registered investment advisor jobs in denver co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Client Service Associate / Administrative Assistant

Associate Wealth Advisor

Customer Success Manager - Remote

Client Services Associate

ASSOCIATE, PRIVATE EQUITY

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

Registered Client Service Associate

Lead Investment Advisor

Client Service Associate

Investment Consultant (External Wholesaler)

Advisor, CFP

Private Wealth Management Analyst

Financial Advisor

Senior Wealth Advisor

Virtual Financial Advisor - PNC Wealth Management

Principal Financial Officer & Treasurer Services Associate | Denver Hybrid

Financial Advisor

Wealth Advisor

Clearing & Custody Wealth Management Banker

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