Investment Consultant Jobs in Colorado
Career Launch AI
$95000 - $195000
Denver, CO
As a Investment Banking VP, you’ll work on high-impact projects alongside experienced consultants and engagement leaders, helping clients solve complex business problems and execute strategic initiatives. This role is representative of the type of consulting opportunities available through the Career Launch AI Talent Network, where candidates gain access to private consulting roles that are often filled through referrals and targeted outreach—not public job boards.
KeyCorp
$92000 - $160000
Denver, CO
Sales experience Excellent interpersonal and communication skills Strong customer focus Ability to work as a team member Working knowledge of investment/securities PREFERRED QUALIFICATIONS Understanding of Client Experience & Client Journeys Project management experience Management Experience COMPETENCIES/SKILLS Leadership, management, and coaching Services/Sales: Client service, product knowledge, relationship management, sales closing, cross selling, needs identification. Support broader planning and advice education across the Key Private Client segment Develop and/or coordinate appropriate training materials, web site materials and vendor programs for promoting the financial planning process Be the spokesperson at New Hire orientation, and other training events Implement initiatives that help advisors and others become users of the financial planning services Assess and report on usage trends and plan quality MARGINAL OR PERIPHERAL FUNCTIONS Support and execute national sales and advice initiatives Participate in Key's commitment to the community.
Rebuilt
Denver, CO
Rebuilt (www.rebuilt.com) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.
IMA Financial Group
$77000 - $82000
Denver, CO
In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
CBRE
Denver, CO
Responsible for the day-to-day equity awards, compliance with internal policies and external regulations, employee communications, and coordination with key internal and external partners (including Finance, Legal, Payroll, HR and our equity platform provider. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people.
Horsetooth Heating and Air
$125000 - $200000
Fort Collins, CO
You'll blend in-home consultations with B2B outreach, leveraging your commercial sales experience to build strong business relationships while also helping homeowners choose the right comfort solutions. Pay Rate: Expected annual earnings of $125,000 - 200,000 annually; blend of base salary plus commission on sales.
Oracle
$25.48 - $60.63
Denver, CO
Picture yourself building a successful career at Oracle NetSuite—working alongside hardworking, dedicated, innovative, and driven people; staying invested in our customers and communities; and helping fast‑growing mid-sized organizations and large enterprises achieve their business goals. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle’s differing products, industries and lines of business.
Humana
$94900 - $130500
Denver, CO
To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: + At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested. This role will collaborate closely with CenterWell leadership and senior leaders across our Primary Care, Home, and Pharmacy businesses to advance delivery of personalized and integrated care that improves experience, quality, and outcomes while addressing some of the segments’ most important opportunities and challenges.
AECOM
$90000 - $135000
Denver, CO
Conducting business modelling (market sizing, segmentation, penetration, adoption) and investment analysis by building custom discounted cash flow (DCF) Excel models to calculate revenue, cost-benefit analyses (CBA), EBITDA, NPV, IRR, CAGR for client’s policies, projects and programs. **Desired competencies include:** + Functional experience in at least one of the following areas desired, but not required: + Proficiency with data science analytical techniques and familiarity using multiple public datasets including BLS, BEA, NAICS data, ACS and other geographically-defined socioeconomic datasets.
AECOM
$75000 - $110000
Denver, CO
Conducting business modelling (market sizing, segmentation, penetration, adoption) and investment analysis by building custom discounted cash flow (DCF) Excel models to calculate revenue, cost-benefit analyses (CBA), EBITDA, NPV, IRR, CAGR for client’s policies, projects and programs. **Desired competencies include:** + Functional experience in at least one of the following areas desired, but not required: · + Proficiency with data science analytical techniques and familiarity using multiple public datasets including BLS, BEA, NAICS data, ACS and other geographically-defined socioeconomic datasets.
Janus Henderson Investors
$49000 - $55000
Denver, CO
Educational expectations can be replaced with approximately two years of related experience and/or training in a client support or internal sales role and two years of experience in the mutual fund/financial services industry and/or training; or an equivalent combination of education, experience and training. + Initiate outbound sales telephone calls to clients and prospective clients to position, promote and sell Janus Henderson products and to communicate company updates, applying knowledge of company products in an effort to develop business (45%).
EIDE Bailly LLP
$125000 - $150000
Greenwood Village, CO
A typical day as an Advisory Consultant may include the followin Identify business and technology challenges and create appropriate solutions and strategies for our mid-market and enterprise clients across a wide variety of industries Develop solutions to business and technology challenges and recommend creative approaches to solving clients' business problems Accurately analyze work processes, systems, organizational functions and structures using interviews, data, statistical analysis and techniques to determine where and how to generate measurable benefits. Support consultative business development efforts, effectively leading discovery calls with clients and prospects, proposal design and development, and building relationships across the firm.
Principal Financial Group
$68200 - $92400
Denver, Colorado
Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. Salary Range: $68200 - $92400 / year Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Sares Regis Operating Company, L.P.
$20 - $22
Broomfield, Colorado
Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets. • Accompanies prospects to model apartments and discusses size and layout of rooms, available facilities, such as swimming pool, location of shopping centers and freeways, services available, and terms of lease.
Boulder, CO
As a Product Support Consultant, you will have the unique opportunity to learn about the global digital marketing trends as well as Google’s AI enabled ads products and assist customers in maximizing the impact of their Google Ads investment. You will require the ability to learn technology, especially AI, Google’s Ads products and will require exceptional communication and influencing skills to work collaboratively with internal and external stakeholders.
Career Headhunter LLC
Loveland, CO
The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.
First Command Financial Services, Inc.
Colorado Springs, CO
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Colony Capital
Denver, CO
As the Director, Institutional Consulting covering the Denver, CO area for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Pinnacle Bank/Bank of Colorado
Greeley, Colorado
GENERAL SUMMARY:The Financial Advisor serves as a key member of a collaborative advisory team, working closely with a Lead Financial Advisor and Registered Assistant to deliver an exceptional client experience. Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
Professions Inc
Parker, CO
Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
MBE Wealth
Durango, CO
We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado. MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation.
Bok Financial
Denver, CO
You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.
Career Headhunter LLC
Fort Collins, CO
Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside.
First Command Financial Services, Inc.
Aurora, CO
Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
Career Headhunter LLC
Broomfield, CO
Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool. Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
RFG Advisory
Englewood, CO
Our partner, DesignWealth, a growing advisory firm in the Denver area, a growth-oriented Financial Advisor who thrives on prospecting, presenting, and converting new client relationships—while guiding people with clarity, integrity, and purpose. This role is for someone who enjoys owning the front end of the client journey: initiating conversations, leading discovery, presenting solutions, and earning trust through education—not pressure.
Career Headhunter LLC
Colorado Springs, CO
This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.
Matter Family Office
$97500 - $135500
Denver, CO
You'll be ensuring successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning.
Matter Family Office
$53000 - $76000
Denver, CO
A successful Analyst exemplifies the following behaviors: You Embrace Evolution: You are able to manage changing priorities, willing to look for solutions beyond the conventional, and committed to applying new concepts to your work while learning from past experiences. The majority of your time in your first few years is spent supporting multiple client families of various complexity levels as a part of our client teams along with our Financial Consultants, Directors, and Partners.