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82 client advisor jobs at 30 companies in Westminster, CO

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
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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Private Client Advisor
Greenwood Village, Colorado, United States
HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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.
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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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3w
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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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3w
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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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1w
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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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2w
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Premier Client Advisor - PNC Wealth Management
Littleton, Colorado, United States
$58k-$96k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree and 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65), life and health insurance license, strong sales, coaching, and communication skills.
Workday
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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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2mo
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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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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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3w
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Product Advisor
Chicago or Irving or Cape Girardeau or Centennial
$69k-$116k/yr OnsiteFull Time
Vizient
Vizient: Healthcare performance improvement and group purchasing organization.
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)
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3w
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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
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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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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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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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2d
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Beauty Advisor - Part Time
Littleton, Colorado, United States
$20-$23/hr OnsitePart Time, Full Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide excellent client service and product recommendations in a retail beauty environment; physical ability to lift up to 50 lb; retail or client-focused experience preferred.
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1w
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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
WSP
WSPToronto Stock Exchange: WSP: Provides engineering, design, and environmental consultancy services globally.
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
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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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3d
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Beauty Advisor - Part Time
Littleton, Colorado, United States
$20-$23/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, passion for beauty, strong communication, ability to lift 50 lbs, available nights/weekends/holidays, quick learner.
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2w
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Wealth Advisor- Littleton, CO
Littleton, Colorado, United States
$60k-$125k/yr OnsiteFull Time
Carson Group
Carson Group: Provides wealth management and business support for financial advisors.
3+ YOEProvide financial planning and advisory services, build and retain client relationships, business development, mentor team members; Series 65/66 and CFP/CFA preferred; 3+ years advisory experience; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce, Orion, eMoney, MoneyGuide
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