Top 73 Wealth manager Jobs in Parker Co

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
Quick Apply
3d
Financial Advisor/Wealth Manager - Denver
Florida Financial Advisors —Greenwood Village, CO
- From $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- Dental insurance
Quick Apply
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
HNW Tax Senior - Wealth Management Firm
Everforth, Cybercoders —Denver, CO
- $100,000 - $120,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Dental insurance
- Paid time off
Quick Apply
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
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
Financial Advisor/Wealth Manager
Professions Inc —Parker, CO
- Mid-level
- Mentoring
- Teaching
Quick Apply
Private Wealth Trust Market Manager - Colorado, Arizona and New Mexico
BOK Financial —Denver, CO
- $175,000 - $250,000 a year
- 11+ years
- Office
- Finance
2d
Senior Research Analyst, AVP
Morgan Stanley —Greenwood Village, CO
- $85,000 - $140,000 a year
- Full-time
- Mid-level
- Presentation skills
- Bachelor's degree
- 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
Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Vice President
Morgan Stanley —Greenwood Village, CO
- $115,000 - $205,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Health savings account
- Paid holidays
7d
Financial Consultant
WealthBridge Financial Group —Castle Rock, CO
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Investment Strategist- PW
BOK Financial —Denver, CO
- $160,000 - $180,000 a year
- 6 years
- Office
- Bachelor's degree
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
Bank of America —Greenwood Village, CO
- $52,000 - $96,000 a year
- Full-time
- Background check
- Mid-level
- Office
Investment Solutions Specialist, Alternatives
Janus Henderson —Denver, CO
- $180,000 - $210,000 a year
- Hybrid work
- Product management
- Training & development
- Senior level
- Health insurance
- Parental leave
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Centennial, CO
- $70,125 - $116,875 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
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
Senior Investment Research Analyst
Envestnet —Denver, CO
- $94,600 - $118,300 a year
- Full-time
- Hybrid work
- Finance
- Analysis skills
- Bachelor's degree
- Paid parental leave
- 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
2d

I want to receive the latest job alert for wealth manager in parker co

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth manager jobs near parker co

Trading and Client Operations Associate - Dechtman Wealth Management

HighTower Advisors -
Centennial, CO

Quick Apply

Job Details

Full-time
$75,000 - $85,000 a year
3 days ago

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Optimizing workflow processes
Data integrity assurance
Cash flow management
Customer records maintenance
Investment advisory support
Wire transfer payment processing
Financial services customer support
Confidential information handling
Trade execution in financial markets
Account maintenance
Bachelor's degree in finance
Investment operations
Monitoring settlement queries
Investment management software
Regulatory compliance
Bachelor's degree in business
Bank transfers
Client file management
Mid-level
Accurate transaction records management
3 years
Finance
Financial issue resolution
Managing clients in a customer support role
Client database systems
Bachelor's degree
Check payment processing
Managing clients in a finance role
Data management
Financial records management

Full Job Description

Your Future Team
As part of our dedicated wealth management team in Denver, you'll be joining a practice founded in 1984 and built on four core principles: always acting in the best interest of the client, providing straightforward fees, maintaining transparent communication, and giving every client personalized service. Our team takes pride in creating personalized financial plans tailored to each client's specific goals, never cookie-cutter solutions and never proprietary product sales. We serve as fiduciaries, offering services ranging from retirement planning to social security analysis. You'll be part of a collaborative, client-focused environment where success is measured by helping others achieve their financial goals. You will report to the Senior Wealth Advisor.

What You'll Do
Trading & Portfolio Implementation

Execute trades across client accounts in accordance with portfolio models and advisor direction
Ensure accurate and timely trade settlement and reconciliation
Monitor cash levels and raise cash for distributions, fees, and rebalancing
Assist with portfolio rebalancing and implementation of investment strategies
Coordinate with custodians to resolve trade-related issues

Cash Management & Client Transactions

Process client withdrawals, distributions, and money movements
Coordinate ACH, wire requests, and check disbursements
Verify funding availability and ensure documentation for all transactions
Troubleshoot and resolve transaction-related issues with custodians and clients

Client Service & Support (Post-Market Hours Focus)

Support the team with client service requests after market close
Help with account maintenance, service follow-ups, and client inquiries
Help ensure accurate completion of client requests
Provide a high level of responsiveness and professionalism in all client interactions

Account Maintenance & Operations

Open, update, and maintain client accounts across systems
Maintain accurate client records in CRM and portfolio management systems
Help with account linking, beneficiary updates, and banking instructions
Support reporting and data accuracy across platforms

Compliance & Documentation

Maintain proper documentation for trades, distributions, and client requests
Help with compliance tracking for client transactions and correspondence
Ensure all activities meet practice and regulatory standards

Team & Operational Support

Collaborate with advisors and team members to ensure smooth daily operations
Help with process improvements and operational efficiencies
Provide backup support for administrative tasks

What You'll Bring

3-5 years of experience in financial services, wealth management, or trading operations preferred
Experience with custodial platforms such as Schwab is strongly preferred
Understanding of trading workflows, cash management, and account operations
Familiarity with portfolio management systems such as Black Diamond is a plus
Ability to manage multiple priorities in a fast-paced environment
Excellent communication and organizational skills
High level of professionalism and discretion when handling client information
Proficiency in Microsoft Office Suite and CRM systems
Bachelor's degree in Business, Finance, or related field preferred
Client-focused mindset with a commitment to delivering quality service
Ability to work both independently and as part of a team

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Generous PTO benefits
Student loan assistance
Pet insurance
Annual base salary of $75,000 - $85,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

#LI-Onsite

Quick Apply

Refine Your Search

wealth manager jobs in parker co

Trading and Client Operations Associate - Dechtman Wealth Management

Financial Advisor/Wealth Manager - Denver

Wealth Management Trainee (CO)

HNW Tax Senior - Wealth Management Firm

Tax Senior - Wealth Management - Up To $120k

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

Financial Advisor/Wealth Manager

Private Wealth Trust Market Manager - Colorado, Arizona and New Mexico

Senior Research Analyst, AVP

Private Wealth Management Analyst

Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Vice President

Financial Consultant

Investment Strategist- PW

Senior Market Strategist

Wealth Planner

Investment Solutions Specialist, Alternatives

Premier Client Banker - PNC Wealth Management

Key Private Bank - Registered Associate Relationship Manager

Senior Investment Research Analyst

Wealth Advisor Associate

I want to receive the latest job alert for wealth manager in parker co

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected