11 client advisor jobs at 7 companies in Granby, CO
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
J.P. Morgan Wealth Management – Private Client Advisor - Broomfield, CO
Broomfield, Colorado, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; active Series 7; Series 66 (or 63/65) and Life/Health/Long Term Care insurance license required or must be obtained within 60 days; CFP preferred; bachelor’s degree preferred.
2w
Save
Mark Applied
Hide
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
3d
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Investment Associate - Louisville, CO
Louisville or Boulder
$27-$37/hr OnsiteFull Time
Supports advisors with account opening, money movement, investment trades, client relationship management, and risk/compliance tasks. Requires Series 7 (or obtained within 60 days), SIE if registered after 10/01/2018, Series 66 (or 63/65) and Life & Health Insurance license within 60 days.
1mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Longmont, Colorado, United States
$17-$22/hr OnsitePart Time
Client-facing retail/service experience, passion for beauty, strong communication skills, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks, complete required training.
3w
Save
Mark Applied
Hide
Credit Solutions Advisor - 28th Street
Boulder, Colorado, United States
$26-$31/hr OnsiteFull Time
2+ YOE2+ years mortgage origination or equivalent consultative sales experience; ability to assess client needs, analyze financial data, build relationships, and meet sales goals. SAFE Act registration required.
MS applications
3w
Save
Mark Applied
Hide
Credit Solutions Advisor - 28th Street
Boulder, Colorado, United States
$26-$31/hr OnsiteFull Time
2+ YOEMinimum 2 years mortgage origination or equivalent experience; SAFE Act registration required for residential mortgage origination; high school diploma/GED; consultative sales, client communication, financial analysis, and regulatory compliance skills.
3w
Save
Mark Applied
Hide
Financial Advisor - Louisville, CO - Market 20, Region 259
Louisville, Colorado, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain SIE/Series 7/Series 66 and state insurance licenses, complete FINRA registrations, and learn firm training; bachelor's degree or relevant financial/services experience preferred.
2mo
Save
Mark Applied
Hide
Part Time Branch Office Administrator - Edwards, CO
Edwards, Colorado, United States
OnsitePart Time
Provide administrative support to financial advisors, deliver client service, manage account transactions, support marketing and branch operations, and use firm technology (MoneyGuide, Salesforce, Microsoft Office). 6-month training provided.
MoneyGuide, Salesforce, Microsoft Office
3mo
Save
Mark Applied
Hide
Lido Advisors, LLC - Senior Wealth Manager
Boulder, Colorado, United States
$175k-$200k/yr HybridFull Time
7+ YOELead comprehensive wealth strategies, manage client relationships, and drive growth.
Excel, Word, Outlook, Salesforce, PowerPoint