100 client advisor jobs at 36 companies in Lyons, CO
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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.
2mo
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Private Client Advisor
Greenwood Village, Colorado, United States
HybridFull Time
Produce investment solutions and financial plans for mass-affluent clients ($250K–$2M target), meet sales/referral goals, hold required FINRA and state insurance licenses, valid driver’s license, strong sales and collaboration skills.
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
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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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.
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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.
2w
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Senior Private Client Advisor
Denver, Colorado, United States
$60k-$80k/yr OnsiteFull Time
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
3w
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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
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Client Associate Registered
Denver, Colorado, United States
$58k-$80k/yr OnsiteFull Time
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
2mo
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Premier Client Advisor - CO - Denver, OR - Portland, WA - Seattle
Denver or Portland or Seattle
$65k-$85k/yr HybridFull Time
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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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
1mo
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Product Advisor
Chicago or Irving or Cape Girardeau or Centennial
$69k-$116k/yr OnsiteFull Time
2+ YOE2+ years relevant experience in clinical, supply chain, or healthcare operations; ability to train clients, provide product support, analyze data, and deliver strong client service.
Vizient Clinical Data Base (CDB)
1w
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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
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Product Advisor
Chicago or Cape Girardeau or Irving or Centennial
$69k-$116k/yr OnsiteFull Time
Vizient: Provides performance improvement and supply chain services to hospitals
2+ YOE2+ years relevant experience in clinical, supply chain, or healthcare operations; ability to train on analytics tools; strong communication and client service skills; willingness to travel.
Vizient CDB
3d
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Financial Advisor
Denver, 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.
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.
2mo
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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
1mo
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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
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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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
4d
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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.
2d
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Beauty Advisor - Flex
Aurora, Colorado, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires communication, product learning, teamwork, reliability, and ability to lift up to 50 pounds.
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