Licensed Financial Services Advisor | Client Advocate
$62.8k - $71.3kCharles Schwab Corporation
Charles Schwab Corporation in Lone Tree, Colorado, is seeking a committed individual to provide financial guidance to clients. The role emphasizes building strong relationships and resolving complex client issues while maintaining a flexible approach to working hours. Successful candidates will hold active FINRA Series 7 & 63 licenses and have prior customer service experience. This position offers competitive compensation between $62,800 - $71,300, plus annual bonuses based on performance. #J-18808-Ljbffr Charles Schwab Corporation
$62.8k - $71.3k
...Charles Schwab in Lone Tree, Colorado, as a financial representative whose role is to guide clients in owning their financial futures. You... ...ideal candidate will have active securities licenses and a passion for customer service. We offer competitive pay ranging from $62...Suggested$24.52 - $37.5 per hour
...Private Client Banker Location: 6405 East Hampden... ...solver, trusted advisor, and partner to the people... ...plan-based approach to financial advice. As a PCB, you... ...appropriate products and services. PCBs identify... ...within Key (required) Licenses and Certifications...SuggestedHourly payWork experience placementDay shift$250k - $280k
The Senior Client Advocate provides strategic relationship management and placement, drawing on... ..., and casualty lines, and consultative services. They will marshal Willis Towers Watson... ...PowerPoint, and Excel. Insurance P&C license required. Travel required. Compensation...SuggestedContract workTemporary workLocal areaFlexible hours- WTW is looking for a Senior Client Advocate in Denver, Colorado, to provide strategic relationship management and consultative services. The ideal candidate will manage a book of business... ...management skills, along with a required P&C insurance license. #J-18808-Ljbffr WTWSuggested
- ...insurance brokerage in Denver seeks a Customer Service Representative to provide exceptional service to commercial lines clients. Responsibilities include managing insurance... ...role also requires a P&C insurance agent license. Comprehensive benefits included. #J-18808-Ljbffr...Suggested
$65k - $70k
...Client Service Advocate Axos Clearing LLC Target Range: $65,000.00/Yr. - $70,000.00/Yr. Actual... ...supports Registered Investment Advisor (RIA) and Broker Dealer clients by delivering... ...~4+ years of relevant experience in financial services, with exposure to Wealth...Work at officeLocal area- ...Client Advocate The Client Advocate provides strategic relationship management and advisory service to clients, delivering consultative risk and insurance... ..., serving as a trusted advisor on risk and insurance... ...~ Property & Casualty license required, with completion...Full timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$26.5 - $42 per hour
Bank of America is searching for a Client Associate in Denver, Colorado, responsible for delivering excellent client service and ensuring operational excellence. Candidates should... ...Essentials (SIE), Series 7, and Series 66 licenses, possess strong industry knowledge, and...Hourly pay$90k - $120k
Description The Associate Client Advocate is the backbone of our account management teams, ensuring seamless service delivery and exceeding client expectations. This role involves... ...Property & Casualty insurance broker’s license (or ability to obtain and maintain)....Temporary workFor contractorsWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- A financial services firm in Englewood, CO, is seeking a Financial Professional to help clients achieve their financial goals. The role involves building... ...'s degree and relevant licenses. The position also offers... ...professional development. #J-18808-Ljbffr Equitable AdvisorsFlexible hours
- ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking,... ...the best products and services for their needs Partner... ...(Private Client Advisors, Mortgage Bankers, and Business... ...66 if required) and Life licenses are required - or must be...Immediate startAfternoon shift
$24.52 - $37.5 per hour
...Private Client Banker Location: 9250 E Arapahoe... ...problem solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you... ...appropriate products and services. PCBs identify... ...within Key (required) Licenses and Certifications...Hourly payDay shift$22 per hour
Client Advocate Location: Cherry Creek, CO Employment Type : Full-Time ONSITE Serenity is growing its client-facing team and we're looking... ...forward. If you've built your career in premium customer service, hospitality, or any environment where quality and outcomes were...Hourly payFull timeImmediate startShift work$90k - $120k
A leading insurance brokerage firm is looking for an Associate Client Advocate in Denver, Colorado. The role involves managing client service delivery and ensuring accuracy in all aspects. Candidates must have 4 to 6 years of experience in Property & Casualty insurance...- Serenity Healthcare is seeking a Client Advocate in Parker, CO to guide clients through their options and support them throughout the process... ...managing high interaction volumes while maintaining quality service, with opportunities for growth as the company expands. #J-188...
- CarePatrol of Denver is looking for a motivated Part-Time Client Support Specialist to assist seniors in navigating their living options. This position includes meeting families at senior communities, educating them about care options, and supporting their needs throughout...Part timeLocal areaFlexible hours
$22 per hour
Serenity Healthcare in Cherry Creek, CO is seeking a Client Advocate to enhance client experiences and guide them through their decisions.... ...full-time onsite role requires a strong background in customer service, ideally in hospitality or premium service. Responsibilities...Full time$62.8k - $71.3k
...industry together. Schwab’s service team is at the heart of our... ...’s commitment to helping clients own their financial futures. In this exciting role... ...’ll engage with, and be an advocate for, clients when answering... ...have your securities licenses, enjoy working in a team setting...Day shift$26.5 - $42 per hour
Stryker Corporation is seeking a motivated professional in Denver, CO, to provide client service support to Financial Advisors. This role emphasizes client advocacy, operational excellence, and the customization of solutions based on specific client needs. Ideal candidates...Hourly pay- UBS is seeking a Client Associate in Downtown Denver, Colorado. This full-time position aids Financial Advisors by providing operational and administrative... ...for transitioning U.S. Armed Services members. Candidates need a Series 7 license, either a Series 66 or Series...Full time
- ...matters, especially in defense work. The role involves conducting depositions, appearing in court, and developing client relationships. Candidates must be licensed to practice in Missouri and preferably Kansas, demonstrating strong communication, research, and analytical...Remote job
- ...growing wealth management firm is seeking a full-time Financial Advisor to work in Denver. The ideal candidate will have... ...million in billable assets and possess required industry licenses. You will be responsible for client portfolio management, conducting reviews, and...Remote jobFull time
- TwinThread is seeking a Private Client Advisor in Denver, CO. This role requires at least 2 years of financial advisory experience, a valid Series 7 and 66 license, as well as a Life, Health and Long Term Care Insurance license. You will be responsible for building relationships...
$70k - $200k
Northwestern Mutual is looking for Financial Representatives in Littleton, Colorado, to help clients achieve financial stability through personalized financial planning. This role requires skills in client acquisition, sales, and relationship building. Candidates should...$125k - $175k
CAPTRUST is seeking a Business Development Financial Advisor in Colorado to develop client relationships and networks. This role offers a competitive salary range of $125,000 to $175,000 based on experience and includes excellent career growth potential. Ideal candidates...$80k - $90k
A leading financial services company seeks a Financial Advisor in Denver, Colorado. The role focuses on developing client relationships and providing tailored investment advice. Candidates should hold Series 7 & 66 licenses and have a minimum of one year of experience in...- At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some... ...most important people decisions. We help clients build better workplaces, where people feel... ...Preferred: Must obtain Life and Health license within the first 60-90 days of...Full timeLive outWork at officeLocal areaFlexible hours
$66.56k - $75k
Registered Client Associate (RCA) A growing, high-performance financial services team is seeking a motivated and detail-oriented Registered... ...Client Associate to support advisors and deliver exceptional client... .... Qualifications Series 7 license, series 66 license and...- First Interstate Bank is seeking a Wealth Advisor I to enhance and manage client relationships through a comprehensive financial planning approach. The role involves leading a team and ensuring outstanding service for high-valued clients. The ideal candidate has at least...
- A prominent financial advisory firm in Littleton, Colorado is searching for an Associate Wealth Advisor to build and manage client relationships while providing financial guidance. This role... ...strategies, ensuring excellent service, and adhering to compliance standards...
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