4 client advisor jobs at 3 companies in Durango, CO
4d
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Financial Advisor
Marshfield or Black Earth or Door County or Fort Atkinson or Mauston or Portage or Reedsburg or Sauk City or Sun Prairie or Tomah or Wausau or Wisconsin Dells or Baraboo or Phoenix or Goodyear or Chandler or Scottsbluff or Kimball or Durango
OnsiteFull Time, Contract
Bachelor's degree in finance, business administration, or related field; financial advisor experience; Series 65 or Series 66 licensure; Microsoft Office Suite and CRM skills; strong client communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM
2mo
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Financial Advisor
Farmington or Gallup or New Mexico
$70k-$150k/yr HybridFull Time
Relationship-focused, client-centered, entrepreneurial candidate; coachable with client‑facing or leadership experience preferred. Licensing support provided (Life & Health, SIE, Series 6/7/63/65).
4d
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Financial Advisor
Durango or Black Earth or Door County or Fort Atkinson or Mauston or Marshfield or Portage or Reedsburg or Sauk City or Sun Prairie or Tomah or Wausau or Wisconsin Dells or Baraboo or Phoenix or Goodyear or Chandler or Scottsbluff or Kimball
$60k/yr OnsiteFull Time
Bachelor's degree in finance, business administration, or related field; financial advisory experience; Series 65 or Series 66 licensure; Microsoft Office Suite and CRM skills; strong client communication abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM
1mo
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Financial Solutions Advisor - New Mexico/El Paso Markets
Albuquerque or Las Cruces or El Paso or Rio Rancho or Santa Fe or Farmington
OnsiteFull Time
1+ YOEProvide financial advice, triage client leads, build financial plans, recommend brokerage products; must hold Series 7 and Series 66/63/65 and complete SAFE Act registration; 1 year investment/financial services experience.