J.P. Morgan Wealth Management – Private Client Advisor - Louisville, CO
Louisville, Colorado, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, client acquisition skills, Series 7 and Series 66 required (or within 60 days), life/health/long-term-care insurance license required, CFP and bachelor’s preferred.
J.P. Morgan Wealth Management – Private Client Advisor - Broomfield, CO
Broomfield, Colorado, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; active Series 7; Series 66 (or 63/65) and Life/Health/Long Term Care insurance license required or must be obtained within 60 days; CFP preferred; bachelor’s degree preferred.
Experienced financial advisor focused on client relationship management, comprehensive financial and retirement planning, estate and business planning, and practice development using CRM and planning technology.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client base, obtain life/accident & health and securities licenses (SIE, Series 6/7/63), strong communication and relationship-building skills, legal US work authorization without sponsorship.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail/service experience, passion for beauty, strong communication skills, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks, complete required training.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, excellent written and verbal communication, flexible availability including nights/weekends/holidays, basic math and computer skills, ability to lift up to 50 lbs and stand for full shifts.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail experience, strong communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic computer and device use.
Business Banking Treasury Management Advisor - Relationship Manager I
Fort Collins, Colorado, United States
$83k-$138k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelors degree and 3+ years relevant experience; client relationship, credit analysis, and sales skills; strong communication and decision-making; tech savvy.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, account support, administrative and operational tasks for financial advisors; strong computer literacy and communication skills required.
RBCTSX: RY: Global financial institution providing banking and wealth management services.
Provide administrative support to financial advisors; respond to client inquiries; supply account information; assist with mailing and filing; strong communication, computer literacy, teamwork, and adaptability.