11 client advisor jobs at 5 companies in Pierce, CO
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Financial Advisor
Fort Collins, Colorado, United States
$61k-$250k/yrOnsiteFull Time
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, entrepreneurial ambition, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Boulder or Denver or Denver or Denver or Fort Collins
$85k-$145k/yrHybridFull Time
Mercer Advisors: Provides integrated wealth management and financial planning for families.
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.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail or service experience, strong verbal and written communication, flexible availability for days/nights/weekends/holidays.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible day, night, weekend, and holiday availability, basic math, reading, and computer skills.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passionate about beauty with client-facing retail experience, strong communication, ability to lift up to 50 lbs, complete company training, operate handheld scanners, and work nights/weekends/holidays.
Business Banking Treasury Management Advisor - Relationship Manager I
Fort Collins, Colorado, United States
$83k-$138k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelors degree and 3+ years relevant experience; client relationship, credit analysis, and sales skills; strong communication and decision-making; tech savvy.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, account support, administrative and operational tasks for financial advisors; strong computer literacy and communication skills required.
Part Time Branch Office Administrator - Loveland, CO
Loveland, Colorado, United States
OnsitePart Time
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, deliver exceptional client service, and use tools like MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication.