Top 65 Wealth management advisor Jobs in Parker Co

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab —Lone Tree, CO
- $154,000 - $209,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
2d
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Lone Tree, CO
- $110,000 - $160,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
2d
Wealth Management Trainee (CO)
Bankers Life —Denver, CO
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Wealth Planner
Bank of America —Greenwood Village, CO
- $52,000 - $96,000 a year
- Full-time
- Background check
- Mid-level
- Office
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
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
- Health insurance
Associate Financial Representative
LPL Financial —Denver, CO
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
4d
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Denver
Goldman Sachs —Denver, CO
- Office
- Bachelor's degree
- Mentoring
- Disability insurance
- Health insurance
Premier Client Advisor
PNC Financial Services Group —Centennial, CO
- $57,750 - $96,250 a year
- Full-time
- Mid-level
- Office
- Business development
- Wellness program
- Health savings account
11d
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
Wealth Planner
Allworth Financial —Denver, CO
- Full-time
- Microsoft Excel
- Mid-level
- Finance
- Health savings account
- Paid holidays
6d
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
Director, Wealth Management Coach- Glendale, CO
TIAA —Glendale, CO
- $155,000 - $167,000 a year
- Online Application
- Office
- Business development
- Continuous improvement
Financial Advisor
First Command Financial Services, Inc. —Aurora, CO
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Associate Wealth Advisor
Class VI Partners —Denver, CO
- $75,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- Business development
Quick Apply
12d
PWM Portfolio Investment Analyst
U.S. Bank National Association —Denver, CO
- $75,820 - $89,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Wealth Advisor Associate
First Western —Denver, CO
- $85,000 - $119,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Commuter assistance
- Health savings account
Quick Apply
10d
Wealth Planner
Sequoia Financial Group Llc —Denver, CO
- Full-time
- CPA
- Mid-level
- Office
Quick Apply
Trust & Family Office Advisor
Parkside Financial Bank & Trust —Denver, CO
- $150,000 - $300,000 a year
- 5 years
- Office
- Finance
- Paid parental leave
- Health insurance
Quick Apply
Managing Partner, Wealth Advisor
UMB Financial Corporation —Denver, CO
- $141,354 - $207,900 a year
- Email
- Microsoft Excel
- Office
- 3 years
- Paid holidays
- Health insurance

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wealth management advisor jobs near parker co

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Charles Schwab -
Lone Tree, CO

Apply Now

Job Details

$154,000 - $209,000 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

Tax planning
Customer relationship building
Coaching
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Financial goal setting advisory services
Experience practicing in the securities industry
Escalation handling

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

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 locations.

What you have

Required Qualifications

Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

In addition to the salary range, this role is also 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

wealth management advisor jobs in parker co

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

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Director, Wealth Management Coach- Glendale, CO

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