65 client advisor jobs at 33 companies in Fraser, CO
5d
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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 Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Palm Beach or Nevada or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
6+ YOEBachelor's degree in a relevant field, ideally 6+ years of related business experience, strong writing and presentation skills, and organizational, teamwork, and leadership abilities. Series 7 and Series 63 desired.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Salesforce, Trust Builder
1mo
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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
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.
1mo
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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
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.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Louisville, CO
Louisville, Colorado, United States
OnsiteFull Time
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.
1mo
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Client Advisor (Part-time), A|X Outlet
Thornton, Colorado, United States
$17/hr OnsitePart Time
Preferred retail experience, high school diploma or GED, strong communication and teamwork skills, CRM and WeChat proficiency preferred, and flexible availability for holidays, nights, and weekends.
CRM, WeChat
2mo
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Client Associate Registered
Denver, Colorado, United States
$58k-$80k/yr OnsiteFull Time
Requires Series 7 and either Series 66 or Series 65/63; provides operational and administrative support to Financial Advisors and services clients in an office environment.
2mo
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Advisor, CFP
Denver, Colorado, United States
$120k-$150k/yr OnsiteFull Time
3+ YOEBachelor's degree required; 3+ years client service/advisor experience; CFP/CFA or Series 65 (or Series 7+66) licensing required within specified timelines; authorized to work in the U.S.
Orion, Money Guide Pro
2mo
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Premier Senior Client Advisor - CO - Denver, OR - Portland, WA - Seattle
Denver or Portland or Seattle
$70k-$100k/yr HybridFull Time
8+ YOE8 years P&C Personal Lines experience; P&C license; designations: ARM/CIC/CPCU; HS graduate; college degree preferred; strong communication; Sagitta/WorkSmart helpful.
Sagitta, WorkSmart
3w
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Philanthropic Advisor Relations Officer
Denver, Colorado, United States
$65k-$75k/yr HybridFull Time
5+ YOE5+ years in fundraising or financial services, experience with advisors and high-net-worth clients, CRM experience, strong communication, relationship-building, and analytical skills; commitment to racial equity.
CRM
2w
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Financial Advisor
Boulder, Colorado, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
3mo
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Senior Wealth Advisor
Denver, Colorado, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years advising clients with proven client acquisition and asset growth; CFP/CFA preferred; bachelor’s degree preferred; strong communication, organization, and sales orientation.
3mo
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Wealth Advisor
Denver, Colorado, United States
$110k-$150k/yr OnsiteFull Time
5+ YOE5+ years of client-facing comprehensive wealth planning; Bachelor's degree; professional credentials CFP, CPA, CFA, JD; Series 7 & 66 or 65; experience with financial planning software; Salesforce; eMoney.
Salesforce, eMoney, Holistiplan, Fidelity, Schwab, Microsoft Office
2mo
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Cybersecurity Advisor II
United States or Denver
$120k-$160k/yr RemoteFull Time
Client-facing cybersecurity advisory experience; ability to develop and communicate strategy and roadmaps; deep knowledge of NIST CSF/CIS/ISO/CMMC; strong security architecture and executive communication skills; experience managing long-term client engagements.
Apollo Aegis, NIST CSF 2.0, CIS Controls, ISO 27001, CMMC, HIPAA, PCI DSS, Microsoft Azure, AWS, GCP, Microsoft M365
2w
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Beauty Advisor - Flex
Littleton, Colorado, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires communication, product-learning, teamwork, reliability, and ability to lift and carry up to 50 pounds.
2w
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Beauty Advisor - Flex
Littleton, Colorado, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product learning, teamwork, reliability, beauty interest, and ability to lift up to 50 pounds.
1w
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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.
2mo
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Technical Advisor - 26224D
Austin or Dallas or Houston or Denver
OnsiteFull Time
5+ YOE5+ years upstream E&P experience, undergraduate STEM degree (Geology/Geophysics) required; proficiency with Enverus tools (Prism, WebApp), Spotfire, GIS, Microsoft Product Suite; strong presentation, client-facing, and AI prompting skills; travel 20–30%.
Microsoft Product Suite, Spotfire, GIS, Prism, WebApp
1mo
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Wealth Advisor- Littleton, CO
Littleton, Colorado, United States
$60k-$125k/yr OnsiteFull Time
3+ YOEProvide financial planning and advisory services, build and retain client relationships, business development, mentor team members; Series 65/66 and CFP/CFA preferred; 3+ years advisory experience; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce, Orion, eMoney, MoneyGuide
4d
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Wealth Advisor (Colorado, US)
Boulder or Denver or Denver or Denver or Fort Collins
$85k-$145k/yr HybridFull Time
7+ YOEBachelor's degree preferred in business, economics, accounting, or finance; 7–10 years related experience; CFP required or accepted alternative designation; Series 65 required unless exempt; advanced financial planning and client relationship skills.
1mo
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Wealth Advisor- Littleton, CO
Littleton, Colorado, United States
$60k-$125k/yr OnsiteFull Time
3+ YOERequires 3–5+ years of investment advisory experience, active Series 65 or 66, strong client service and communication skills, technology proficiency, and a clean U-4/U-5 history; CFP or CFA and finance bachelor's degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce, Orion, eMoney, MoneyGuide
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