2mo
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Financial Advisor - Colorado Springs
Colorado Springs or Peyton or Monument
OnsiteFull Time
Bachelor’s degree or equivalent; FINRA SIE; life and health licenses (if licensed); background check and securities/insurance licensing verification.
2mo
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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.
16h
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Wealth Management Academy Professional - Denver, CO - July/October Cohorts
Lone Tree, Colorado, United States
$22-$42/hr OnsiteFull Time
Bachelor's degree, CFP coursework completed or enrolled, ability to travel <10%, pursuing FINRA licenses (SIE, Series 7, Series 66), client communication and learning aptitude.
1w
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Financial Advisor - Louisville, CO - Market 20, Region 259
Louisville, Colorado, United States
$45k-$100k/yr OnsiteFull Time
Licenseable candidate able to complete SIE, Series 7 and Series 66; bachelor's degree preferred or equivalent experience; strong relationship-building, sales orientation, and regulatory compliance ability.
5d
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Financial Representative - Entry Level
Colorado Springs, Colorado, United States
$97k-$192k/yr HybridFull Time
Requires active or quickly obtainable SIE and life/health licenses; competitive, team-oriented candidate with desire to develop clients and lead others; willing to obtain state licensing quickly.
2w
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Sales Desk Assistant - Mutual Funds (Denver)
Denver, Colorado, United States
$23/hr HybridFull Time
High school required; willing to obtain SIE, Series 6, Series 63, Series 7 and life insurance licenses; organized, resourceful, and customer-focused with basic computer skills.
Salesforce, Microsoft Office, Outlook, Word, Excel
5d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Denver
Denver, Colorado, United States
OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years client service or financial industry experience preferred; SIE, Series 7 and 63 required; strong communication, organizational, and client-service skills.
2w
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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
2w
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Customer Service Representative- Greenwood Village, CO
Greenwood Village, Colorado, United States
$48k-$50k/yr OnsiteFull Time
Prepare for FINRA SIE/Series 7/63 licensing, provide inbound phone support, resolve client requests, learn proprietary platforms, and demonstrate strong communication and problem-solving skills.
1w
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Senior Associate Director, Distribution Compliance
Denver, Colorado, United States
$130k-$150k/yr HybridFull Time
10+ YOEFINRA SIE, Series 7 and 24 required; 10+ years financial services experience with marketing/advertising compliance; deep SEC/FINRA/CFTC knowledge; strong communication and workflow/system experience.
Red Oak
2w
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Analyst/Associate, Sales
Denver or New York City
$100k-$150k/yr OnsiteFull Time
1+ YOE1-4 years financial services experience, FINRA SIE/Series 7/63 required, bachelor’s degree or equivalent preferred, strong sales and communication skills, ability to travel up to 20%.
Salesforce.com
3w
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Sr. Relationship Manager - Global Commercial Banking – Healthcare, Education, Not-for-Profit Group - (Denver)
Boulder or Denver
$140k-$235k/yr OnsiteFull Time
Manage complex commercial banking client relationships; obtain FINRA SIE, Series 7 and Series 63 within 180 days; strong financial analysis, client management, sales, and leadership skills.
1w
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Associate Principal Analyst, Surveillance and Market Intelligence
Rockville or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or Washington or San Francisco or Philadelphia or New York or Los Angeles
$84k-$180k/yr HybridFull Time
4+ YOEBachelor's degree plus 4+ years in securities/financial services or equivalent; working knowledge of SRO rules and securities laws; SIE certification required within 16 months; surveillance lifecycle experience.
2mo
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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.
4d
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Citi Commercial Bank - Mid-Corp Relationship Manager - Director
Denver, Colorado, United States
$200k-$300k/yr HybridFull Time
15+ YOE15+ years relationship management experience with middle market clients, bachelor's degree, FINRA SIE/Series 63/Series 79 or ability to obtain, expert credit skills and deep commercial banking product knowledge.
1mo
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Fixed Income Underwriting Specialist – Municipal Bonds
Denver or Omaha
$34-$38/hr HybridFull Time
Analytical, communicative candidate with 1–3 years preferred experience; strong Excel and computer skills; FINRA Series 52 required within 90 days and SIE, Series 7, Series 63 within 6 months.
Microsoft Excel
4d
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Relationship Banker - (SPANISH REQUIRED) - CO METRO NORTH
Arvada, Colorado, United States
$23-$30/hr OnsiteFull Time
1+ YOE1+ year sales experience in retail banking or financial services; high school/GED; obtain SIE/Series 6/Series 63/Life/NMLS licenses within 180 days; strong communication and client service skills.
Chase Mobile App, Chase.com, ATM
1mo
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Quantitative Associate - Special District Group
Denver, Colorado, United States
$100k/yr OnsiteFull Time
2+ YOEBachelor's required (Master's preferred); 2+ years relevant experience in real estate investment, underwriting, investment banking, or municipal bond analysis; advanced Excel, MS Office, database skills; interest in AI/automation; SIE a plus.
Microsoft Excel, Microsoft Office, DBC Finance
1mo
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Private Wealth Sr. Associate
Denver, Colorado, United States
$85k-$100k/yr HybridFull Time
5+ YOE5+ years in financial services with financial planning background; Colorado life & health and long-term care licenses; FINRA SIE, Series 7 and 63; CFP or ability to obtain; bachelor’s degree preferred; strong attention to detail and communication.
2mo
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Clearing & Custody Wealth Management Banker
New York or Chicago or Los Angeles or Miami or Denver or Dallas
$120k-$200k/yr OnsiteFull Time
5+ YOE5+ years at a custodian/clearing firm or large broker-dealer with cash management and lending experience; sales/business development track record in wealth management; SIE, Series 7, Series 63; strong relationship skills and risk awareness.