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77 client advisor jobs at 35 companies in Greeley, CO

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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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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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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2w
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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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2d
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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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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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2d
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Senior Project Risk Client Advisor
Denver, Colorado, United States
$154k-$328k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
8+ YOEBachelor's degree or equivalent, minimum 8 years construction risk management or brokerage experience, working knowledge of insurance coverages, P&C license or ability to obtain; CPCU/ARM a plus.
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2w
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Client Advisor (Entry Level B2B Sales – Sports Hospitality & Events)
Denver, Colorado, United States
$50k-$70k/yr OnsiteFull Time
Alliance Highway Safety
Alliance Highway Safety: Agency specializing in highway safety outreach and marketing campaigns.
Outbound B2B sales role requiring prospecting, closing, strong communication, competitive drive, and ability to work in a fast-paced sales environment.
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1mo
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Client Associate Registered
Denver, Colorado, United States
$58k-$80k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Registered representative with Series 7 and either Series 66 or Series 65/63; provides operational and administrative support to Financial Advisors and services clients.
BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
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1mo
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Premier Client Advisor - CO - Denver, OR - Portland, WA - Seattle
Denver or Portland or Seattle
$65k-$85k/yr HybridFull Time
USI Insurance Services
USI Insurance Services: Insurance brokerage and risk management consulting services.
0+ YOEExperience in Personal Lines P&C; High School diploma; state Property & Casualty license; college degree preferred but not required; professional designations encouraged.
Sagitta, WorkSmart
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1mo
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Wealth Advisor
Denver, Colorado, United States
HybridFull Time
Wisepath Financial Group
Wisepath Financial Group: Providing personalized wealth management and comprehensive estate planning services.
Experienced financial advisor with proven client relationship and practice-development skills; familiarity with CRM and planning technology; entrepreneurially minded with strong communication and leadership ability.
CRM, Planning Technology
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1mo
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Advisor, CFP
Denver, Colorado, United States
$120k-$150k/yr OnsiteFull Time
Moneta
Moneta: Provides independent wealth management and financial advisory services.
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
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2mo
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FINANCIAL ADVISOR
Loveland, Colorado, United States
OnsiteFull Time
Pinnacle Bank
Pinnacle Bank: Community bank providing personal, business, and agricultural financial services.
1+ YOEProspect new clients; assist with financial planning; maintain compliance; 1-2 years experience; college degree preferred.
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2w
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Financial Advisor
Denver, Colorado, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree; obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; entrepreneurial drive, client-building experience, strong communication and time-management.
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2mo
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Wealth Advisor
Denver, Colorado, United States
$110k-$150k/yr OnsiteFull Time
Sequoia Financial Group
Sequoia Financial Group: Provides wealth management and financial planning services.
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
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3w
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Sustainability advisor
New York City or San Francisco or Denver or London or Paris or Berlin or Sydney or Mexico City or United States or Europe
$158k-$205k/yr HybridFull Time
Watershed
Watershed: Software platform for corporate carbon accounting and climate reporting.
8+ YOE8+ years professional experience (including ≥2 years consulting and ≥4 years in sustainability), expertise in corporate decarbonization and climate frameworks, strong client-facing and communication skills, willingness to be based in San Francisco or New York and work from office 4 days/week.
GHGP, PCAF, SBTi, ISO, CSRD, CCDAA, ASRS, TCFD, CDP
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4w
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Cybersecurity Advisor II
United States or Denver
$120k-$160k/yr RemoteFull Time
Apollo Information Systems
Apollo Information Systems: Provides intelligence-led cybersecurity services and managed security programs.
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
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1mo
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Technical Advisor - 26224D
Austin or Dallas or Houston or Denver
OnsiteFull Time
Enverus
Enverus: Energy-dedicated SaaS platform for data, analytics, and intelligence.
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
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