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143 client advisor jobs at 59 companies in Colorado

3mo
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Private Client Advisor
Colorado Springs, Colorado, United States
OnsiteFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Grow new clients and expand relationships; target Mass Affluent clients with investable assets $50k to $2M; advanced FINRA licenses required.
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1w
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GUCCI Client Advisor - Aspen
Aspen, Colorado, United States
$22-$24/hr OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury sales experience preferred, strong communication and commercial awareness, ability to work retail schedule including evenings/weekends/holidays, client relationship building and selling skills.
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3w
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Private Client Advisor
Sacramento or San Francisco or Phoenix or Denver or Salt Lake City or San Diego
$53k-$98k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license required, Bachelors preferred, professional designations (CPCU/CIC/CPRIA) a plus, client service and travel ability.
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1mo
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
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1w
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Client Advisor (Part-Time) - Vail
Vail, Colorado, United States
$24-$27/hr OnsitePart Time
Moncler Group
Moncler GroupEuronext Milan: MONC: Design, manufacturing, and distribution of luxury outerwear and apparel.
2+ YOEMinimum 2 years retail or client-facing experience (luxury preferred); strong interpersonal skills; English fluency; professional presentation; proficiency with Microsoft Word, Excel, and Outlook.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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6d
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Expert Client Advisor, Les Extraordinaires - Aspen
Aspen, Colorado, United States
$27-$31/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Expertise in designated luxury product categories, strong storytelling and interpersonal skills, sales leadership, client development, training/coaching ability, and strong commercial and analytical skills.
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2w
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Private Client Advisor
Denver or Santa Barbara or Greenwood Village or Los Angeles or South Jordan or Bellevue or California or Seattle or San Diego or Irvine or United States
$100k-$180k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOEBachelor's degree required, 5-10 years banking and wealth management experience, strong relationship management and business development skills, wealth/estate planning expertise, analytical and communication skills, occasional travel.
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4w
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Payroll Client Advisor
Oklahoma City or Iowa or Nevada or Colorado or United States
$90k-$105k/yr FieldFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
2+ YOEB2B sales role requiring 2+ years relevant experience, valid driver’s license and insurance, successful background check, field presence ~50%, strong prospecting, presentation and CRM skills (Atlas; Salesforce/HubSpot preferred).
Atlas CRM, Salesforce, HubSpot
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1mo
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Retirement Client Advisor
Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
$100k-$189k/yr RemoteFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
CRM
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3mo
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Senior Advisor Client Services
Denver, Colorado, United States
$285k-$405k/yr OnsiteFull Time
Walton Enterprises: Provides personalized wealth and household management services.
15+ YOE15+ years in family office/private client services with strong relationship management; Bachelor's degree; CFP/CFA/CPWA preferred; cross-functional program management; excellent communication.
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1w
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J.P. Morgan Wealth Management – Private Client Advisor - Louisville, CO
Louisville, Colorado, United States
OnsiteFull Time
JPMorgan Chase
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.
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1mo
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Loro Piana, Client Advisor, Aspen
Aspen, Colorado, United States
$27-$29/hr OnsiteFull Time
Loro Piana
Loro PianaEuronext Paris: MC: Manufacturer and retailer of luxury cashmere and fine textiles.
3+ YOE3+ years of sales experience (luxury retail preferred); proficiency with Microsoft Office and SAP; excellent customer service, teamwork, and problem-solving; ability to lift 40 lbs.
Microsoft Office, SAP
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1d
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Senior Private Client Advisor
Denver, Colorado, United States
$60k-$80k/yr OnsiteFull Time
IMA Financial Group
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
5+ YOE5+ years experience in property/casualty account management, P&C license for state of business, strong critical thinking, communication, Microsoft Office proficiency, ability to manage complex accounts and renewals.
Microsoft Office
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3mo
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Senior Advisor, Client Engagement
Irving or Westminster or Chicago or Wakefield
$96k-$144k/yr HybridFull Time
Publicis Groupe
Publicis GroupeEuronext Paris: PUB: Global advertising and digital transformation agency holding.
5+ YOE2+ MgmtBachelor’s degree or equivalent; 5+ years industry experience; 2+ years managerial; program/project mgmt; 2+ years customer-facing; Martech/Adtech experience.
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2mo
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Premier & Private Banking - Private Client Advisor
Greenwood Village, Colorado, United States
$100k-$150k/yr OnsiteFull Time
NBH Bank
NBH BankNew York Stock Exchange: NBHC: Provides banking and financial services to individuals and businesses.
5+ YOEBachelor's degree; 5+ years sales management and client service; NMLS license; regulatory/compliance readiness; valid driver’s license.
Microsoft Office, Outlook, Word, Excel, PowerPoint
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5d
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Expert Client Advisor, Les Extraordinaires - Aspen
Aspen, Colorado, United States
$27-$31/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Proven luxury retail sales experience with product expertise, storytelling, client development, coaching ability, strong interpersonal and analytical skills; sales leadership in a category.
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1w
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Premier Client Advisor - PNC Wealth Management
Littleton, Colorado, United States
$58k-$96k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree and 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65), life and health insurance license, strong sales, coaching, and communication skills.
Workday
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3mo
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Senior Advisor, Client Engagement
Irving or Westminster or Chicago or Wakefield
$96k-$144k/yr HybridFull Time
Publicis Groupe
Publicis GroupeEuronext Paris: PUB: Global communications, advertising, and digital transformation holding.
5+ YOEBachelor’s degree or equivalent experience; 5+ years industry experience; 2+ years managerial; program and project management; 2+ years customer-facing; Martech/Adtech industry experience. Base salary 96k-144k; full-time.
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2mo
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Luxury Watch/Fine Jewelry Retail Private Client Advisor
Aspen, Colorado, United States
$80k-$90k/yr OnsiteFull Time
Avi & Co.
Avi & Co.: Retailer and designer of luxury timepieces and fine jewelry.
Experience in luxury watch/fine jewelry sales with existing client book; strong negotiation, high-touch service, tech savvy, detail-oriented, bilingual a plus.
Microsoft Office, CRM, General computer skills
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2mo
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Premier & Private Banking - Private Client Advisor
Greenwood Village, Colorado, United States
$100k-$150k/yr OnsiteFull Time
NBH Bank
NBH BankNYSE: NBHC: Regional bank providing commercial and consumer financial services.
5+ YOEBachelor's in Business Administration or equivalent; 5+ years sales management; NMLS license; regulatory compliance; valid driver's license.
Microsoft Office, Outlook, Word, Excel, PowerPoint
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