Fort Collins or Louisville or Northglenn or Windsor or Johnstown or Loveland or Greeley or Thornton or Broomfield or Boulder or Longmont
FieldFull Time
Thrivent: Provides financial advice, insurance, and investments to member-owners.
Bachelor's degree or equivalent experience; attainment of FINRA SIE, life & health licenses and securities registration before contracting; satisfactory background/fingerprint checks.
Financial Advisor - Louisville, CO - Market 20, Region 259
Louisville, Colorado, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
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.
Denver or Northglenn or Greenwood Village or Aurora or Centennial or Highlands Ranch or Littleton or Lakewood or Broomfield or Boulder
FieldFull Time
Thrivent: Provides financial advice, insurance, and investments to member-owners.
Bachelor's degree or equivalent experience; attainment of FINRA SIE and state life & health licenses (licensed role) and securities registration as applicable; satisfactory background check, fingerprinting, and licensing verification.
Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
Ability to obtain or hold life insurance license and FINRA registrations (SIE, Series 6/7/63), pass background and regulatory checks, and demonstrate client-focused sales and relationship skills.
Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
Ability to obtain required life insurance and securities registrations (SIE, Series 6/7, Series 63), pass background checks, and demonstrate integrity, leadership, community involvement, and sales aptitude.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to obtain life/accident & health, SIE, Series 6,7,63 licenses; strong relationship-building, time-management, and communication skills; legal authorization to work in the US without sponsorship.
Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
Ability to obtain life insurance license and FINRA registrations (SIE, Series 6/7, Series 63); pass background, regulatory, criminal and financial checks; customer-focused with leadership and community orientation.
Financial Advisor - Westminster, CO - Market 20, Region 132
Westminster, Colorado, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Develop a client-focused practice, obtain required FINRA and state licenses (SIE, Series 7, Series 66, state insurance), and build relationships through face-to-face and virtual sourcing strategies.
Financial Advisor - Boulder, CO - Market 20, Region 259
Boulder, Colorado, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Bachelor's preferred or equivalent experience; must obtain SIE, Series 7 and Series 66 and state insurance licenses; sales or financial services experience, self-motivation, relationship-building and licensing within firm timelines.
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; must obtain SIE, Series 7 and Series 66 (or Series 63 and 65) within 18 months; proficient with Microsoft Office; strong communication, detail orientation, and regulatory compliance knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOE4+ years customer service experience, 3+ years building customer relationships, FINRA Series 6 and 63 and state insurance licenses required, SAFE registration and SIE where applicable, strong sales and relationship management skills.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client base, obtain life/accident & health and securities licenses (SIE, Series 6/7/63), strong communication and relationship-building skills, legal US work authorization without sponsorship.
Relationship Banker - McCaslin - Louisville CO - CO METRO NW
Louisville, Colorado, United States
$23-$30/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year sales experience in retail banking or financial services; high school diploma/GED; SIE, Series 6/63 and life licenses required or must obtain within 180 days; ability to work branch hours including weekends and some evenings; strong communication and compliance skills.