16 client advisor jobs at 8 companies in Severance, CO
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J.P. Morgan Wealth Management – Private Client Advisor - Louisville, CO
Louisville, Colorado, United States
OnsiteFull Time
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.
J.P. Morgan Wealth Management – Private Client Advisor - Westminster, CO
Westminster, Colorado, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or obtain within 60 days); life, health and long term care insurance license (or obtain within 60 days); CFP preferred; bachelor’s degree preferred; strong client acquisition and relationship skills.
J.P. Morgan Wealth Management – Private Client Advisor - Broomfield, CO
Broomfield, Colorado, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience preferred, strong communication, passion for beauty, able to lift up to 50 pounds, available nights/weekends/holidays.
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.
Passion for beauty, client-facing retail/service experience, excellent written and verbal communication, flexible availability including nights/weekends/holidays, basic math and computer skills, ability to lift up to 50 lbs and stand for full shifts.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail experience, strong communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic computer and device use.
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.
Financial Advisor - Westminster, CO - Market 20, Region 132
Westminster, Colorado, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Develop a client-focused practice, obtain required FINRA and state licenses (SIE, Series 7, Series 66, state insurance), and build relationships through face-to-face and virtual sourcing strategies.
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.