76 client advisor jobs at 36 companies in Johnstown, CO
6d
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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
6h
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Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
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
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.
1mo
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Senior Advisor - Energy Advisory Services
Mount Laurel or Los Angeles or Irvine or Austin or Chicago or Detroit or Denver or Houston or Miami or Boston or Somerset
$148k-$273k/yr HybridFull Time
12+ YOEBachelor's degree required, 12+ years energy industry experience, strong technical/economic/regulatory knowledge, track record in transactions, client development, team leadership, and strong English communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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
1w
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Beauty Advisor - Part Time
Westminster, Colorado, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, reliability, and ability to lift and carry up to 50 pounds.
1w
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Beauty Advisor - Part Time
Westminster, Colorado, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication and interpersonal skills; product-learning ability; teamwork; and ability to lift and carry up to 50 pounds.
1w
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Financial Advisor Associate
Greenwood Village, Colorado, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organizational, problem-solving, and client advisory skills required.
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