5 client advisor jobs at 4 companies in Cedaredge, CO
1mo
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Wealth Management Client Associate
Grand Junction, Colorado, United States
$25-$44/hr OnsiteFull Time
Provide client service support to financial advisors, deliver accurate client materials, learn technology platforms, and uphold policies; FINRA licenses preferred; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Financial Advisor
Grand Junction, Colorado, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing relationship-building success, strong communication, critical thinking, motivation, time management, continuous learning, and US work authorization without sponsorship.
planning software
3mo
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Part-Time Beauty Advisor - Sephora
Grand Junction, Colorado, United States
$16-$20/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication and sales skills, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and handheld scanner use.
handheld scanners, multiple frequency devices
3w
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Branch Office Administrator - Montrose, CO
Montrose, Colorado, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, deliver exceptional client service, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Branch Office Administrator - Grand Junction, CO
Grand Junction, Colorado, United States
OnsiteFull Time
Provide client service and administrative support for financial advisors; strong attention to detail, analytical thinking, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office