Top 33 Ria advisor Jobs in Denver Co

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
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Advisor, CFP
Moneta Group —Denver, CO
- Full-time
- CPA
- Mid-level
- 3 years
- Profit sharing
- Paid parental leave
Market Leader RIA
Invesco —Denver, CO
- $110,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
PGIM Global Wealth - External Wholesaler for RIA (Northwest)
PGIM —Centennial, CO
- Full-time
- Office
- 3 years
- Travel
- Employee stock purchase plan
- Disability insurance
Senior Market Strategist
Aprio —Denver, CO
- $200,000 - $225,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Senior level
- Master of Business Administration
- Profit sharing
- Wellness program
Wealth Planner
Allworth Financial —Denver, CO
- Full-time
- Microsoft Excel
- Mid-level
- Finance
- Health savings account
- Paid holidays
2d
Wealth Planner
Sequoia Financial Group Llc —Denver, CO
- Full-time
- CPA
- Mid-level
- Office
Quick Apply
Associate Financial Planner
Edelman Financial Engines, LLC —Englewood, CO
- $83,300 - $111,300 a year
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
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8d
DIRECTOR, EQUITY RESEARCH
Cresset Capital —Denver, CO
- $150,000 - $185,000 a year
- 7 years
- Finance
- Analysis skills
- Health savings account
- Disability insurance
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Trading and Client Operations Associate - Dechtman Wealth Management
HighTower Advisors —Centennial, CO
- $75,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
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8d
Wealth Advisor
Sequoia Financial Group Llc —Denver, CO
- $110,000 - $150,000 a year
- Full-time
- CPA
- Office
- Finance
Quick Apply
Talent Acquisition Partner
Mercer Advisors —Denver, CO
- $88,000 - $95,000 a year
- Monday to Friday
- Remote
- Customer service
- Bachelor of Science
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
6d
Advisor, CFP
Moneta Group Investment Advisors LLC —Denver, CO
- $120,000 - $150,000 a year
- Full-time
- CPA
- Mid-level
- 3 years
- Profit sharing
- Paid parental leave
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
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Denver, CO
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
PGIM Global Wealth - External Wholesaler for RIA
Prudential —Centennial, CO
- Full-time
- Office
- 3 years
- Travel
- Employee stock purchase plan
- Disability insurance
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
Director, Client Relationship Expansion
Mercer Advisors —Denver, CO
- $191,250 - $225,000 a year
- Monday to Friday
- Remote
- Bachelor's degree
- Children
- US work authorization
- Paid parental leave
- Health savings account
Quick Apply
Wealth Strategist
Sequoia Financial Group Llc —Denver, CO
- Full-time
- CPA
- Finance
- Bachelor's degree
Quick Apply
Senior Director, Compliance - Broker Dealer & RIA
Transamerica —Denver, CO
- $165,000 - $190,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Finance
- Wellness program
- Paid parental leave

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ria advisor jobs near denver co

ASSOCIATE, PRIVATE EQUITY

Cresset Capital -
Denver, CO

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Job Details

Full-time
$85,000 - $115,000 a year

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Writing skills
Research
Data-driven problem-solving

Full Job Description

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Key Responsibilities

The Private Equity Research Associate will support the Director, Private Equity in our Research department, focusing on investment manager research and due diligence. The daily workflow involves meeting with investment managers, generating research notes and formal reports, tracking and analyzing performance and exposures, and other ad hoc projects. The role requires leading and completing various projects under strict deadlines in a fast-paced and dynamic environment.

Attend meetings with investment managers and prepare post-meeting reports for dissemination to colleagues across the organization and to clients
Create and update investment manager reports used for reviews and recommendations to clients
Assist with underwriting new investment ideas by analyzing firm background, investment strategy, historical performance, portfolio positioning, and fund terms
Utilize investment tools including Preqin and PitchBook, to conduct manager analysis
Create asset class reviews summarizing major trends, including macroeconomic backdrop, performance drivers, competitive landscape, and key client considerations
Conduct modeling, including updating client cash flow models and tracking forward commitment calendars

Qualifications

Undergraduate degree (academic concentration in economics, finance, or business is preferred)
2-5 years of experience within the financial services industry through internships or full-time positions with a preference for experience at a foundation, endowment, family office, or consultant and prior experience underwriting private investment strategies
Excellent written communication skills (a writing sample is required for consideration)
Proactive self-starter with the ability to multitask and organize competing priorities and deadlines
Analytical problem-solving and data analysis skills with high attention to detail
Intellectual curiosity and desire for constant learning
Advanced knowledge of Microsoft Word, Excel, and PowerPoint
Knowledge of capital markets and securities analysis; specific asset class experience is a plus
Experience with investment technology (Preqin, PitchBook, Bloomberg, etc) is a plus

What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.

Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Everything Starts With Culture.

Our Vision

We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values

Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

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Refine Your Search

ria advisor jobs in denver co

ASSOCIATE, PRIVATE EQUITY

Advisor, CFP

Market Leader RIA

PGIM Global Wealth - External Wholesaler for RIA (Northwest)

Senior Market Strategist

Wealth Planner

Wealth Planner

Associate Financial Planner

DIRECTOR, EQUITY RESEARCH

Trading and Client Operations Associate - Dechtman Wealth Management

Wealth Advisor

Talent Acquisition Partner

Advisor, CFP

Financial Advisor

Senior Wealth Advisor

PGIM Global Wealth - External Wholesaler for RIA

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Director, Client Relationship Expansion

Wealth Strategist

Senior Director, Compliance - Broker Dealer & RIA

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