74 series 65 jobs at 33 companies in Denver, CO
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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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Client Specialist
Denver, Colorado, United States
$28-$37/hr OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, active SIE, Series 7, and Series 66 or Series 63 plus Series 65 licenses, Microsoft Office proficiency, communication, organizational, analytical, and compliance skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, LinkedIn, X
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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
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
3w
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Private Wealth Management Analyst
Denver, Colorado, United States
$68k-$120k/yr OnsiteFull Time
2+ YOE2+ years relevant experience, active Series 7 and Series 66 or Series 63+65 required; bachelor’s degree preferred; proficient with Microsoft Excel and MS Office; strong client service and communication skills.
Microsoft Excel, Microsoft Office
3w
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Private Wealth Management Analyst
Denver, Colorado, United States
$68k-$120k/yr OnsiteFull Time
2+ YOE2+ years relevant experience, active Series 7 and Series 66 or Series 63+65, four-year degree preferred, strong MS Excel and MS Office skills, client service and financial product knowledge.
Microsoft Excel, Microsoft Office, MS Online, internet applications
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.
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.
6d
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Financial Solutions Advisor - Park Meadows Financial Center
Lone Tree, Colorado, United States
$70k-$80k/yr OnsiteFull Time
1+ YOERequires Series 7 and 66, or Series 63 and 65, one year each in investments and financial services or sales, high school diploma/GED, strong client communication, relationship, analytical, and organizational skills.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Denver, CO
Denver, Colorado, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience, Series 7 and Series 66 (or 63/65) required, life/health/long-term care insurance license required, CFP preferred, bachelor’s degree preferred.
1mo
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Associate Financial Representative
Denver, Colorado, United States
$68k-$113k/yr OnsiteFull Time
1+ YOESeries 7 and Series 63/65/66 license required, bachelor’s degree or equivalent,1+ year client-facing financial services experience, strong phone and relationship skills, Microsoft Office proficiency.
Microsoft Office
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