172 series 66 jobs at 40 companies in Colorado
2w
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Planning Consultant - Denver, 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, strong planning and client-relationship skills, outbound calling.
Salesforce, Glance
4w
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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
2mo
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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
3mo
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Associate Sales Consultant (Workplace)
Colorado, United States
HybridFull Time
0+ YOEBachelor's degree or equivalent; 0+ years experience; Series 7 and 66 licenses to be obtained.
Series 7 license, Series 66 license, HireVue
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
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
3mo
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Associate Sales Consultant (Personal Investors)
Owings Mills or Colorado Springs
$67k-$93k/yr HybridFull Time
0+ YOEBachelor's degree; 0+ years experience; FINRA Series 7 and 66; sales experience preferred.
2mo
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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
4w
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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
6d
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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
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.
3w
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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
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.
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