Financial Planner T. Rowe Price Group IncFinancial PlannerColorado Springs, CO$85,500–$146,000 / yearThis is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.
Managing Partner, Wealth Advisor UMB BankManaging Partner, Wealth AdvisorDenver, ColoradoThe posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Coordinate the delivery of wealth, financial planning, investment, and estate planning advice for clients, leveraging dedicated financial planners, trust officers and portfolio managers within the practice.
Managing Partner, Wealth Advisor UMB Financial CorpManaging Partner, Wealth AdvisorDenver, CO$110,250–$235,810 / yearCoordinate the delivery of wealth, financial planning, investment, and estate planning advice for clients, leveraging dedicated financial planners, trust officers and portfolio managers within the practice. Area of Responsibility and Purview: Directs all local wealth management practice activities for Private Wealth Management.
Private Client Advisor KeyCorpPrivate Client AdvisorColorado Springs, COFINRA Security Industry Essentials (SIE) Upon Hire (required) • FINRA License S7 Upon Hire (required) • FINRA License S66 or S63 and 65 Upon Hire (required) • Certified Financial Planner (CFP) (preferred) • Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) • In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Keys clients and Key.
Sales Advisor with Athletic Background Yoder DistrictSales Advisor with Athletic BackgroundFort Collins, Colorado$70,000–$95,000 / yearWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Sales Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorDenver, COThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Sales Advisor with Athletic Background Yoder District - Northwestern MutualSales Advisor with Athletic BackgroundFort Collins, COFull timeWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Sales Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Wealth Advisor- Littleton, CO Carson GroupWealth Advisor- Littleton, COLittleton, CO$37,500–$66,200 / yearLove Affair Marketing services to clients, coordinates gifts & cards (birthdays, anniversaries, condolences), random acts of kindness, etc. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.
Director, Senior Wealth Advisor First Western Trust BankDirector, Senior Wealth Advisorcherry creek, CO$166,000–$249,000 / yearThe Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight.
Financial Planning Consultant - Greenwood Village, CO FidelityFinancial Planning Consultant - Greenwood Village, COGreenwood Village, ColoradoRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Operating within a team-based, technology-enabled model , Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity’s full suite of planning tools and solutions.
Service Advisor | Sindrich & Associates Kestra Financial Independent AdvisorService Advisor | Sindrich & AssociatesDenver, COThe Service Advisor supports the delivery of comprehensive financial planning and wealth management services to existing clients while developing toward future Lead Advisor responsibilities. At Sindrich & Associates, we are committed to supporting our team with competitive compensation, meaningful benefits, retirement planning opportunities, and a collaborative work environment focused on long-term growth and success.
Relationship Manager & Servicing Advisor FartherRelationship Manager & Servicing AdvisorTelluride, COE3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Relationship Manager & Servicing Advisor Farther Finance Advisors LLCRelationship Manager & Servicing AdvisorTelluride, COE3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey - from entrepreneurs and working mothers to widows navigating new chapters. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Financial Professional - Retirement Benefits Group - CO, Fort Collins (5236) Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - CO, Fort Collins (5236)Fort Collins, COEquitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc. Join Equitable Advisors A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in peoples lives while carving out your unique career path?
Director, Senior Wealth Advisor First WesternDirector, Senior Wealth AdvisorDenver, CO$166,000–$249,000 / yearThe Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight.
NewWealth Advisor Associate First WesternWealth Advisor AssociateDenver, CO$85,000–$119,000 / yearThe Wealth Advisor Associate plays a key role in supporting comprehensive wealth management by preparing proposals, presentations, and detailed plans for prospective and existing clients. Serve as a trusted point of contact for clients, responding to fiduciary and investment inquiries, maintaining relationships, and ensuring client satisfaction while identifying opportunities for additional products and services.
NewSupervisory Financial Manager U.S. Department of AgricultureSupervisory Financial ManagerFort Collins, CO$111,147–$158,322 / yearSurplus or displaced employees eligible for CTAP or RPL priority must provide: proof of eligibility (RIF separation notice, notice of proposed removal for declining a transfer of function or directed reassignment to another commuting area, notice of disability annuity termination), SF-50 documenting separation (as applicable), last performance appraisal, and the most recent SF-50 noting position, grade level, and duty location. FOR THE GS-13 LEVEL: Applicants must have one year of specialized experience (equivalent to the GS-12 level) that may have been obtained in the private or public (local, county, state, Federal) sectors which demonstrates: Led a team of subordinate financial management professionals by setting goals and priorities, assigning, and managing projects and outcomes, and providing mentoring, technical assistance, and training.
NewWealth Advisor Mercer AdvisorsWealth AdvisorDenver, Colorado$85,000–$120,000 / yearThe Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Financial Services Associate Northwestern Mutual - DenverFinancial Services AssociateDenver, CO$60,000–$72,000 / yearCulture is at the heart of the client experience, and you will help encourage, celebrate, and support our organization by fostering an enriching environment focused on providing a great experience for both internal and external clients. As one of our Integrated Financial Planning (IFP) team members, you will play a critical role within our organization in helping our financial representatives grow their financial services practice.
Trust & Family Office Advisor Parkside Financial Bank & TrustTrust & Family Office AdvisorDenver, ColoradoToday, we're an independent partner for successful families and privately held businesses, bringing together banking, commercial lending, trust and family office services in one place. Parkside Financial Bank & Trust started in 2007 with four professionals and one big goal: to make business banking and wealth management more personal, more insightful, and more responsive.