Top 31 Wealth management Jobs in Fort Collins, Co

Senior Relationship Manager
Acorn Creek Capital —Fort Collins, CO
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
Quick Apply
Wealth Management Relationship Manager
Acorn Creek Capital —Fort Collins, CO
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Health savings account
Quick Apply
Wealth Management Trainee (CO)
Bankers Life —Fort Collins, CO
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Financial Consultant
WealthBridge Financial Group —Fort Collins, CO
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
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Wealth Management Banker
U.S. Bank National Association —Fort Collins, CO
- $86,360 - $111,760 a year
- Full-time
- 5 years
- Writing skills
- Business development
- Paid holidays
- Disability insurance
Entry-Level Financial Professional - Sales
New York Life - Northern Colorado —Fort Collins, CO
- $75,000 - $150,000 a year
- Basic math
- Finance
- High school diploma or GED
- Life insurance
Quick Apply
14d
Financial Advisor
Northwestern Mutual - Weld County —Greeley, CO
- $52,197.38 - $135,195.36 a year
- Choose your own hours
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Lead Financial Advisor - Loveland, CO
Advisor Talent Solutions —Loveland, CO
- $100,000 a year
- Evenings as needed
- Mid-level
- Office
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor with Management Experience
Yoder District - Northwestern Mutual —Fort Collins, CO
- $67,000 - $89,000 a year
- Full-time
- High school
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Fort Collins, CO
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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VP Wealth and Private Banking
MERITRUST CREDIT UNION —Broomfield, CO
Life, Health, and Accident insurance license required. Evaluates complex information, anticipates risks and considers multiple perspectives with the goal of…
$145,514.92 - $181,893.65 a year
Private Wealth Onboarding and Lifecycle Product Manager
Partners Group —Broomfield, CO
Knowledge of design, implementation and the operational set-up of innovative fund and investment structures is a plus.
$99,000 - $124,000 a year

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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
Quick Apply
Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
Quick Apply

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wealth management jobs near fort collins, co

Senior Relationship Manager

Acorn Creek Capital
Fort Collins, CO

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Job Details

Full-time
$80,000 - $100,000 a year

Benefits

Profit sharing
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Series 65
Experience practicing in the securities industry

Full Job Description

Job Description: Wealth Management Senior Relationship Manager

Work Location: In Office

Regular Schedule: Full-Time

Salary: $80k-$100k with up to 30% bonus opportunity

Reports to: President

FLSA Status: Non-Exempt

About Us: At Acorn Creek Capital, we set the bar high for exceptional client service with our "white glove service" approach. As a team of highly skilled professionals, we are deeply committed to integrity, excellence, and innovation in everything we do. We’re always looking for ways to grow and improve, with a focus on delivering results that exceed expectations. By staying proactive and forward-thinking, we not only understand our clients' unique needs but anticipate them, ensuring we’re always a step ahead. Every interaction is guided by our core values of dedication, trust, and a relentless pursuit of excellence. The company is an Equal Opportunity employer and values diversity in its workforce.

Role Overview: As a Senior Relationship Manager at Acorn Creek Capital, your role is pivotal in making sure that our clients hear from us proactively and that we are regularly updated on their lives. This role will develop and maintain client relationships on behalf of the wealth management firm. Responsibilities include managing client relationships, extremely prompt and thorough follow-through, understanding the client’s investment goals, and working with our team to help provide tailored investment recommendations.

Main Duties and Responsibilities:

Address client requests, provide support, and offer financial investment advice incorporating feedback from the wealth manager to deliver our team philosophy.
Handle client reviews and any follow-up items.
Administer our team’s proactive service model by calling clients regularly.
Create and maintain each client’s financial plan.
Stay current on market conditions as it relates to the client’s objectives.
Maintain a deep understanding of our team’s investment matrix to explain to the client our philosophy as it relates to their Financial Plan.
Track and maintain client information using CRM (salesforce).
Participate in team meetings and strategic projects.
Other duties as assigned.

Required Qualifications

3+ years in a financial advisory role.
FINRA Series 65 license required.
Bachelor's degree and/or four years related experience and/or training; or equivalent combination of education and experience.

Preferred Background:

Experience working with both affluent and high net worth clients.
Additional certifications like CPWA, CFP or CRPC preferred.
Proficiency in trading and financial planning software. Experience in Orion and/or Money Guide Pro is a plus.
Proficiency in Microsoft Office and strong technical skills.
Proficiency in computer use, especially Excel.

Skills/Elite Attributes:

Self-motivation, effective time management, and relationship-building skills.
Positive, adaptable, and capable of managing a demanding workload.
Attention to detail, high accuracy levels, and excellent organizational skills.
Collaborative mindset with a focus on teamwork.
Strong multitasking and problem-solving abilities.
Simplify and explain complex financial information.
Outstanding communication skills.
A commitment to confidentiality and integrity.
Team Oriented, Client Focused, Professionalism, adaptability, and time management.

Benefits:

Competitive salary and performance-based bonus structure.
Positive work environment.
Comprehensive benefits package including but not limited to: Paid Holidays, PTO, Sick Time, Medical, Dental/Vision, disability and life insurance, FSA/HSA, 401(k) with profit sharing.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Pay: $80,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Paid time off
Parental leave
Retirement plan
Tuition reimbursement
Vision insurance

License/Certification:

Series 65 License (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth management jobs in fort collins, co

Senior Relationship Manager

Wealth Management Relationship Manager

Wealth Management Trainee (CO)

Financial Consultant

Wealth Management Banker

Entry-Level Financial Professional - Sales

Financial Advisor

Lead Financial Advisor - Loveland, CO

Financial Advisor with Management Experience

Wealth Management Associate - Retirement Benefits Group

Relationship Manager – Private Wealth & Tax Solutions

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