96 series 65 jobs at 39 companies in Colorado
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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.
3mo
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VP Wealth and Private Banking
Wichita or Broomfield
$146k-$182k/yr OnsiteFull Time
5+ YOE3+ MgmtBachelor’s degree required; CFP preferred; Series 7 and Series 65/66 required; Life, Health, and Accident licenses required.
1w
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Financial Advisor - PNC Wealth Management
Denver or Thornton or Littleton or Wheat Ridge or Erie
$53k-$96k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years of relevant experience preferred. Requires FINRA Series 7 and 66, or Series 7 with Series 63 and 65, plus Life and Health Insurance licenses.
Health Savings Account, Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), Financial Industry Regulatory Authority (FINRA)
1mo
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Senior Client Specialist
Denver, Colorado, United States
$31-$42/hr OnsiteFull Time
5+ YOERequires 5+ years of industry experience, active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses, Microsoft Office proficiency, communication, analytical, math, compliance, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, LinkedIn, X
1mo
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Senior Client Specialist
Denver, Colorado, United States
$31-$42/hr OnsiteFull Time
5+ YOE5+ years industry experience; active SIE, Series 7, and Series 66 or Series 63 and 65 required; strong communication, analytical and compliance knowledge; proficient with Microsoft Office and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1mo
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Registered Client Service Associate
Colorado Springs, Colorado, United States
$35k-$85k/yr OnsiteFull Time
High school diploma/equivalency required; Series 7 and Series 66 (or Series 63 and 65) registrations; 2+ years industry experience preferred; advanced Microsoft Office and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Registered Client Service Associate
Colorado Springs, Colorado, United States
$35k-$85k/yr OnsiteFull Time
High school diploma required (college preferred). Active Series registrations (Series 7 and Series 66 or Series 63+65) expected. Strong MS Office skills, knowledge of financial products, and 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3w
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Citi Private Bank | UHNW Private Banker
Denver, Colorado, United States
$200k-$500k/yr HybridFull Time
15+ YOERequires 15+ years of experience, UHNW private banking expertise, relationship-selling success, strong investment, banking, and credit knowledge, and Series 7 plus Series 66 or Series 63 and 65 licenses.
1mo
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Financial Representative
Denver, Colorado, United States
$68k-$113k/yr OnsiteFull Time
1+ YOEBachelor's or equivalent experience, Series 7 and Series 63+65 or 66 licensing, 1+ year financial services client experience, strong telephone and PC skills.
Microsoft Office
2w
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Financial Solutions Advisor - Nevada and Southgate Financial Center
Colorado Springs, Colorado, United States
$70k-$80k/yr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; active Series 7 and 66, or Series 7 with Series 63 and 65; 1+ year investment and financial services or sales experience; strong client, communication, analytical, and regulatory skills.
1mo
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Financial Advisor - Durango
Durango, Colorado, United States
$60k/yr OnsiteFull Time
Bachelor's degree in finance or related field, Series 66 or Series 65 licensure, prior advisor experience, Microsoft Office and CRM proficiency, strong communication and client skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM
2mo
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Financial Wealth Advisor - Denver, CO
Denver or Lakewood
$90k-$100k/yr RemoteFull Time
2+ YOEHigh school diploma/GED; ideally 2+ years as a financial advisor; active FINRA Series 7, Series 63 and Series 65 or 66; active state variable life & health license; proven sales track record.
2mo
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Financial Wealth Advisor - Denver, CO
Lakewood or Denver
$90k-$100k/yr RemoteFull Time
2+ YOEHigh school diploma/GED, ideally 2+ years as a financial advisor, proven sales track record, active Series 7 and Series 63 plus Series 65 or 66, and an active state variable life and health license.
1mo
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Financial Planning Consultant - Greenwood Village, CO
Greenwood Village, Colorado, United States
$85k-$121k/yr OnsiteFull Time
5+ YOERequires Series 7, Series 63 and 65 or Series 66, insurance license within 90 days, and 5+ years of financial services experience. CFP preferred; strong communication, practice management, and digital planning skills required.
Zoom
2w
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Advice Consultant - Workplace Branch
Westlake or Richfield or Phoenix or Lone Tree or Austin
$74k-$125k/yr OnsiteFull Time
Active Series 7 and Series 66 or 63/65 licenses required. Bachelor's degree or equivalent experience preferred, with strong communication skills and knowledge of wealth management and financial planning.
4w
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Citi Private Bank | UHNW Private Banker
Denver, Colorado, United States
$200k-$500k/yr HybridFull Time
15+ YOE15+ years private banking experience, Series 7 and Series 66 (or 63 & 65), client development and relationship management, strong investments/banking knowledge, compliance and risk awareness.
16h
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Associate Financial Advisor
Colorado Springs, Colorado, United States
$65k-$80k/yr OnsiteFull Time
Bachelor’s degree in finance, accounting, economics, or equivalent experience; Series 7 and Series 63/65 or 66 licenses; investment, portfolio analysis, regulatory, analytical, technology, and client relationship skills.
Microsoft Office
2mo
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Financial Advisor - Endowments and Foundations
Raleigh or Charlotte or Chicago or Greenwood Village or Houston or Los Angeles or Miami or Nashville or New York or Tampa
$100k-$130k/yr OnsiteFull Time
5+ YOE5+ years selling financial services to endowments/foundations; Series 65; Bachelor's degree; strong communication; CRM proficiency.
CRM, Microsoft Office, Excel
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
4w
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Citi Private Bank | UHNW Private Banker
Denver, Colorado, United States
$200k-$500k/yr HybridFull Time
15+ YOE15+ years experience in private banking or wealth management, Series 7 and Series 66 (or 63 & 65), strong investment/banking knowledge, client-facing sales experience, and regulatory compliance awareness.
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