Private Banking Relationship Manager MLO and FINRA Licensed - Denver, CO
$140k - $180kVectra Bank Colorado
At Vectra Bank, we’re proud to serve the Rocky Mountain region with the strength of a large financial institution and the personal touch of a community bank. Recognized as a Top Workplace, we combine deep resources with attentive, relationship‑driven service to support families, businesses, and the communities we call home. We’re committed to creating a great place to build a career, welcoming employees whose talent, drive, and diverse perspectives help us deliver custom financial solutions. With day‑one benefits, ample growth opportunities, and a culture centered on listening, collaboration, and care, Vectra Bank is a place to grow, thrive, and make a meaningful impact. We believe we are Big enough to count and small enough to care. With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, we are dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless – come for a job, stay for a career. We are looking for a seasoned Private Banking FINRA Licensed Relationship Manager - MLO in Denver, CO. This role acts as the principal account and relationship manager for new and existing clients, and focuses on generating, managing and servicing a portfolio of clients. Essential Functions Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and servicing a portfolio of clients. Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. Responsible for credit analysis and proper loan structuring. Responsible to maintain a high level of client satisfaction. Develops and follows‑up on new client leads through existing clients, referrals from other bank departments and divisions. Calls on existing relationships to review portfolios and makes recommendations as needed. Other duties as assigned. Qualifications Requires a Bachelor's and some experience with lending, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements. Solid to advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Ability to display sound judgment. Solid to advanced sales, self‑management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills. Strong knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Solid interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality. Intermediate computer skills including word processing and spreadsheet software. FINRA Series 79 (or grandfathered Series 7), Series 63 will be required within 90 days of start date, fully licensed within 6 months. This position is eligible to earn a base salary in the range of $140,000 – $180,000 annually depending on job‑related factors such as level of experience and location. Final offer amounts are determined by multiple factors such as but not limited to, level of experience, skills, expertise, location, education, FINRA licenses, and certifications. Benefits Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE! 401(k) plan, competitive compensation in line with work experience. Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within Tuition Reimbursement for qualifying employees Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices. #J-18808-Ljbffr Vectra Bank Colorado
$140k - $180k
Private Banking FINRA Licensed Relationship Manager - MLO in Denver, CO At Vectra Bank, we’re proud to serve the Rocky Mountain region with the strength of a large financial institution and the personal touch of a community bank. Recognized as a Top Workplace, we combine...SuggestedWork experience placementLocal area$140k - $180k
A regional financial institution is seeking a Private Banking FINRA Licensed Relationship Manager in Denver, CO. This role focuses on managing and servicing a portfolio of clients while generating new business opportunities. The successful candidate will possess a Bachelor...Suggested- ...helping customers, building relationships, and delivering... ...Banker in our Branch Banking team, you’ll take a lead... ...goals. Partners with licensed bankers, financial advisors... ...business relationship managers to connect customers... ...at: #J-18808-Ljbffr JPMorgan Chase & Co.SuggestedImmediate startAfternoon shift
$85k - $145k
...Advisor, Guided Investing (Denver, CO) Why Work at Mercer Advisors... ...financial planning, investment management, business management, tax,... ...Advisor focuses on deepening relationships with an established base of... ...Accountant). Certifications/Licenses: Certified Financial...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k
...desired goals Maintain strong relationship with clients, helping them... ...financial planning and wealth management services to help them... ...related field Must obtain series licenses and qualify to be approved to... ...Financial Advisor jobs in Denver, CO. #J-18808-Ljbffr Four Corners...SuggestedPermanent employmentFull timeWork at officeLocal area$27.22 - $33.26 per hour
Job Description Client Relationship Consultants build relationships with... ...and attending to customers’ banking needs, obtaining and processing... ...requires National Mortgage Licensing System (NMLS) registration under... ...to the requirements of FINRA, NMLS registration, Reg Z, Reg...Temporary workLocal area$44.72k - $66.13k
...within PNC's Retail Banking organization, you... ...will be based in Denver, CO at the Denver... ...recruiter and hiring manager to discuss... ...expand and retain relationships. Creates customer... ...Certification(s) Licenses Candidates being... ...Regulatory Authority (FINRA), which prohibit...Full timeTemporary workPart timeWork experience placementWork at officeShift work$90k - $100k
...customers. Collaborate with co-workers and your District Vice... ...equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and... ...record. You have an active FINRA Series 7 licenses and a Series...Hourly payLocal areaImmediate startRemote work$80k - $90k
...Description Merrill Wealth Management is a leading... ...a personal relationship with their advisory... ...coupled with the banking convenience of... ...5 in lieu of 66) licenses. Minimum of one... ...Originators; and FINRA Shift: 1st shift... ...Transparency details US - CO - Denver - 100 FILLMORE ST...Interim roleWork at officeLocal areaImmediate startShift workDay shift$36k - $75k
...gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required...TraineeshipHome office$27.22 - $33.26 per hour
Job Description Client Relationship Consultants build relationships with customers, engaging... ...knowledge of consumer and business banking products, ensuring a consistent optimal... ...technology to optimize the client experience. Licensing & Compliance This position requires...Hourly payTemporary work- ...Banker, University Hills Branch, Denver, CO Part Time (30 Hours)... ...understood. We build lasting relationships by doing the right thing, exceeding... ..., using the latest banking solutions and cutting-edge financial... ...them feel appreciated, managing lobby traffic, checking clients...Full timePart timeInternship
$22.5 - $30.29 per hour
...building lasting relationships, doing the... ...As a Private Client Banker in Branch Banking, you are the main... ...Branch. You will manage their complete... ...Essential (SIE) exam, FINRA Series 6/7, state... ...required) and Life licenses are required -... ...Aurora,CO $22.50 - $30.29...Immediate startAfternoon shift$57.78k - $75k
...conjunction with a Mentor, Branch Manager, and/or a team of Financial... ...the full scope of a client relationship by evaluating the client’s... ...assignments, obtain mandatory industry licenses within prescribed timeframes,... .... Financial markets, banking, and financial data analysis...ApprenticeshipTraineeshipWork experience placement$24.52 - $37.5 per hour
...Hampden Avenue - Denver, Colorado 80222... .... The Private Client Banker (... ...entire client relationship with a plan-based... ...Services, Private Bank, Mortgage or Business... ...; effectively managing internal and... ...Key (required) Licenses and Certifications FINRA License S6 Upon...Hourly payWork experience placementFlexible hoursDay shift$80k - $150k
...Associate Relationship Manager Location: 1675 Broadway, Denver Colorado Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs... ...experience (required) Licenses and Certifications FINRA License S7 (preferred) FINRA License...Work experience placementWork at officeLocal areaFlexible hoursNight shift$45.38k - $75.63k
...Personal Banker - Universal (Denver South Region)... ...Banker within PNC's Retail Banking organization, you will... ...recruiter and hiring manager to discuss workplace... ...acquire, expand and retain relationships.* Creates customer... ...Group, Inc## **Licenses**Candidates being considered...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...understood. We build lasting relationships by doing the right... ..., using the latest banking solutions and cutting‑... ...lead role in acquiring, managing, and retaining... ...Essential (SIE) exam, FINRA Series 6, state registration... ...if required), and Life licenses are minimum...Afternoon shift
- PNC seeks a Personal Banker in Denver, CO, to enhance customer relationships and drive sales. You will partner with clients to improve their financial wellness... ...strong communication skills and ideally 3+ years in banking or a customer-centric role. This role offers...Work at office
$102k - $190k
BMO U.S. is seeking a Senior Private Banker in Denver to manage high-net-worth client relationships and provide tailored financial solutions. The ideal candidate will... ...management. This role requires compliance with licensing and regulatory requirements, as well as a...$24.03 - $26.44 per hour
...Advisor - Hybrid****Denver, Colorado****Bring... ..., insurance, banking and generosity, empowering... ...and securities licenses necessary for this... ...:* Leverage your relationship-building skills... ...encouraged to apply.* FINRA Series 7, 63/65 or... ...to help you manage your physical, emotional...Hourly payFull timeWork at officeLocal areaRemote work3 days per week$24 - $26 per hour
At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why... ...recognized as a Top Workplace by The Denver Post , we offer our customers and employees... ...such, employees must have a valid driver's license and good driving record. Other duties as...Hourly payWork experience placementBank staffLocal areaFlexible hoursShift work- ...conjunction with a Mentor, Branch Manager, and/or a team of Financial... ...the full scope of a client relationship by evaluating the client’s... ..., obtains mandatory industry licenses within prescribed timeframes,... ...practices. Financial markets, banking, and financial data analysis...ApprenticeshipTraineeshipWork experience placement
- A financial services firm in Denver, CO is seeking an experienced Financial Planner to join its... ...tailored financial plans and maintaining strong relationships. The ideal candidate has at least 2 years of experience, relevant licenses, and strong communication skills. Benefits...
$200k - $350k
...office Financial Advisor in North Denver/Thornton to run firm-provided... ...into new client relationships. Compensation (Year 1) Target... ...649 Washington St, Thornton, CO 80023 The Opportunity This role... ...CFP) Life & Health Insurance license. 2+ years in a client-facing...Work at office$85k - $145k
...financial planning, investment management, business management, tax,... ...Investing, focuses on deepening relationships with an established base of... ...Accountant) Certifications/Licenses: ~ Series 65 required,... ...Health Plans and a Traditional Co-Pay medical plan. ~ Kaiser...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...expertise, deep distribution relationships, and outstanding team... .... Collaborate with co-workers and your... ...helpdesk assistance, client management and financial planning... ...Company-paid E&O, licensing fees, continuing... ...sales track record FINRA Series 6 or 7 licenses...Remote jobLocal areaImmediate startRelocation
$22 - $23 per hour
...Experience Banker Our branch banking roles offer a welcoming and... ...and business customer relationships by proactively identifying financial... ...service, relationship management, banking, consumer lending,... ...or a Bachelor's Degree. Licenses: This position will be subject...Hourly payWork at office$149k - $170k
...Overview Senior Business Banker - Denver, CO Market The Senior... ...growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue... ...maintaining strong client relationships with businesses in the $2mm-$...Full timePart timeLocal area$100k
Commercial Portfolio Manager - Up to $100K - Denver, CO - Job # 2032 Who We Are The Symicor Group is a boutique... ...providing the very best available banking and accounting talent. In fact,... ...and existing profitable lending relationships, with a greater emphasis on maintaining...
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