118 series 66 jobs at 31 companies in Centennial, CO
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Complex Manager (Denver, CO)
Denver, Colorado, United States
$58k-$200k/yr OnsiteFull Time
10+ YOE10+ MgmtRequires a bachelor's degree, 10–15 years of general and management experience, and FINRA SIE, Series 7, Series 9, Series 10, and Series 66 qualifications.
1mo
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Planning Consultant - Cherry Creek, CO
Denver, Colorado, United States
$66k-$125k/yr OnsiteFull Time
2+ YOERequires FINRA Series 7 and 66 licenses or ability to obtain Series 66, 2+ years of financial services experience, planning knowledge, client relationship skills, and CFP certification is encouraged.
Salesforce, Glance
3mo
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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.
1mo
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Planning Consultant - Cherry Creek, CO
Denver, Colorado, United States
$66k-$125k/yr OnsiteFull Time
2+ YOEFINRA Series 7 & 66 or ability to acquire Series 66, minimum 2 years financial services experience, CFP encouraged, outbound calling and client relationship skills, familiarity with Salesforce and planning tools.
Glance, Salesforce
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.
2w
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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)
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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
3mo
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Wealth Management Associate - Retirement Benefits Group CO, Denver (5238)
Denver, Colorado, United States
OnsiteFull Time
Bachelor's degree; state life & health license, SIE, Series 7, Series 66; U.S. work authorized; strong communication and entrepreneurial mindset.
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
1d
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Key Private Bank Relationship Manager
Denver, Colorado, United States
$96k-$181k/yr HybridFull Time
5+ YOEBachelor's degree in a business-related field preferred or equivalent experience; 5 years of sales and business development experience required; FINRA Series 7 and Series 63 licenses required, with Series 66 or Series 65 preferred.
Customer Relationship Manager (CRM)
3mo
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Team Manager, Executive Relationship Management
Alpharetta or Denver or Sandy or Gilbert or Tampa
$85k-$140k/yr OnsiteFull Time
5+ YOE5+ years experience; registrations: SIE, Series 7, Series 63 OR 66, Series 9/10 or 4/24/53; ability to obtain Mass Registration & Trader Certification; bachelor's degree preferred.
1mo
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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.
4d
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Financial Services Representative, College Graduate - Lone Tree, CO
Lone Tree, Colorado, United States
$45k-$75k/yr HybridFull Time
Customer service experience, interpersonal skills, attention to detail, multitasking, flexibility, self-motivation, and ability to complete SIE, Series 7, and Series 66 licensing exams.
1mo
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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
3d
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Advice Consultant - Workplace Branch
Phoenix or Westlake or Lone Tree
$75k-$120k/yr OnsiteFull Time
Active Series 7 and Series 66 (63/65) licenses required; licenses may be obtained conditionally. Strong communication, presentation, client service, and wealth management knowledge preferred.
1mo
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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.
1mo
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Financial Advisor
Louisville, Colorado, United States
$45k-$100k/yr OnsiteFull Time
Requires financial services or sales experience, or relevant financial registration, licensing, certification, professional, or military progression. SIE, Series 7, Series 66, and state insurance licenses are required.
social media, SIE, Series 7, Series 66, FINRA, SEC
2w
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Financial Advisor - Denver, CO - Market 20, Region 324
Denver, Colorado, United States
$45k-$100k/yr OnsiteFull Time
Bachelor's degree preferred or equivalent experience; financial services, sales, licensing, certification, or career progression accepted. SIE, Series 7, Series 66, and state insurance licenses required.
SIE, Series 7, Series 66, FINRA, SEC
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.
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