37 client advisor jobs at 15 companies in Calhan, CO
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Premier Client Advisor
Centennial, Colorado, United States
$58k-$96k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years of relevant experience typically required. Requires FINRA Series 7 and 66 or 63/65, plus Life and Health Insurance licenses.
Workday
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, NE (area)
Lincoln or Lincoln or Lincoln or Lincoln or Venice or Anaheim or Englewood
OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; Life, Health & Long Term Care insurance license required; CFP and bachelor’s degree preferred.
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Registered Client Service Associate
Colorado Springs, Colorado, United States
$35k-$85k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products, strong Microsoft Office skills, and exceptional communication and organizational skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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Product Advisor
Chicago or Irving or Cape Girardeau or Centennial
$69k-$116k/yr OnsiteFull Time
2+ YOE2+ years relevant experience in clinical, supply chain, or healthcare operations; ability to train clients, provide product support, analyze data, and deliver strong client service.
Vizient Clinical Data Base (CDB)
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Senior Registered Client Service Associate (Colorado Springs, CO)
Colorado Springs, Colorado, United States
$55k-$75k/yr OnsiteFull Time
5+ YOEProvide high-touch administrative support to Financial Advisors, manage client onboarding/accounts, trade support, reporting, and client inquiries; requires securities registrations and multi-platform communication skills.
CRM, Goal planning software, Microsoft Excel
2w
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Financial Advisor
Colorado Springs, Colorado, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, time management, critical thinking, motivation, and legal authorization to work in the US without sponsorship.
Northwestern Mutual's proprietary planning software
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Product Advisor
Chicago or Cape Girardeau or Irving or Centennial
$69k-$116k/yr OnsiteFull Time
Vizient: Provides performance improvement and supply chain services to hospitals
2+ YOE2+ years relevant experience in clinical, supply chain, or healthcare operations; ability to train on analytics tools; strong communication and client service skills; willingness to travel.
Vizient CDB
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Beauty Advisor - Flex
Castle Rock or Denver
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; excellent communication; beauty and trend knowledge; teamwork; quick learning; and ability to lift and carry up to 50 pounds.
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Beauty Advisor - Flex
Castle Rock, Colorado, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; strong communication, product-learning, teamwork, reliability, beauty interest, and ability to lift and carry up to 50 pounds.
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Beauty Advisor - Flex
Castle Rock, Colorado, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-service experience; strong communication and interpersonal skills; product-learning ability; teamwork; beauty interest; and ability to lift and carry up to 50 pounds.
Key performance indicators (KPI)
3d
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Associate Financial Advisor
Colorado Springs, Colorado, United States
$65k-$80k/yr OnsiteFull Time
Bachelor’s degree in finance, accounting, economics, or equivalent experience; Series 7 and Series 63/65 or 66 licenses; investment, portfolio analysis, regulatory, analytical, technology, and client relationship skills.
Microsoft Office
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Financial Advisor Associate
Colorado Springs, Colorado, United States
$65k-$90k/yr OnsiteFull Time
Bachelor’s degree in business, finance, sales, marketing, or related field, or equivalent professional experience; strong communication, networking, organizational, problem-solving, and client-service skills required.
Financial Planning Specialist (FPS)
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Financial Advisor – Experienced Professionals
Colorado Springs, Colorado, United States
OnsiteFull Time
5+ YOE5+ years financial services experience, Series 7 & 66 (or 6,63,65), Life & Health license required; CFP/ChFC/RICP preferred; strong portfolio and wealth management and client relationship skills.
2w
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Part-Time Beauty Advisor - Sephora
Monument, Colorado, United States
$16-$20/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and complete training.
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Wealth Advisor, Schwab Wealth Advisory
Lone Tree, Colorado, United States
$110k-$160k/yr OnsiteFull Time
Bachelor's degree, active Series 7 and Series 66 (or obtainable within 120 days), CFP®/CFA® preferred; strong client relationship, financial planning, time management, and communication skills.
1mo
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Mitsubishi Sales Consultant/Client Advisor
Highlands Ranch, Colorado, United States
$55k-$150k/yr OnsiteFull Time
High school diploma, valid driver’s license, retail or product sales experience preferred, strong communication and presentation skills, availability for retail hours including Saturdays and holidays, ability to learn CRM and Google Suite.
CRM database, Google Suite
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Financial Solutions Advisor - Colorado South Market
Aurora or Lone Tree or Colorado Springs
$70k-$80k/yr OnsiteFull Time
1+ YOERequires Series 7 and 66, or Series 63 and 65, plus one year each in investments and financial services or sales. High school diploma/GED, client advisory, communication, regulatory, and goal-management skills required.
2mo
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Financial Solutions Advisor Registration Candidate - Citadel Financial Center - Spanish Preferred
Colorado Springs or United States
$29-$34/hr OnsiteFull Time
Provide financial advice and customized solutions, triage client leads, make referrals, and meet clients to review goals. Requires aptitude for industry licenses, client relationship experience, time management, and ability to learn technology. Spanish proficiency preferred.
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Branch Office Administrator - Parker, CO
Parker, Colorado, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong computer literacy; analytical thinking, attention to detail, and team collaboration; willingness to learn MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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