270 Results for

Financial Representative Jobs in Colorado

Jobs

Denver, CO23 days ago

$25–$26 Per Hour

Analyze, review, and modify large data sets using various database and querying solutions in order to be able to calculate payments and accruals, provide analytics and reporting for transactional products offered. Prepare and analyze monthly invoices and accruals to ensure accuracy to financial statements and subscriber reporting, which includes the research, resolution and communication of any potential issues or misstatements.

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Yoder, CO4 days ago

Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels.

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Denver, CO2 days ago

$39,600–$92,400 Per Year

This is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.

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Grand Junction, CO2 days ago

$39,600–$92,400 Per Year

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Greenwood Village, CO4 days ago

$60,000–$90,000 Per Year

This role works closely with tax professionals and financial advisors in a collaborative wealth management environment and requires strong technical accuracy, organization, and client service skills. Coordinate with wealth management advisors to support client tax planning needs, including estimated tax calculations, Roth conversion analysis, and year-end planning .

Fort Collins, CO30+ days ago

Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Boulder, Colorado29 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Denver, CO23 days ago

$25–$26 Per Hour
Contractor

Bachelors Degree or Equivalent Experience Field of Study:- Accounting, Finance, MIS Years Experience:-Generally requires 3-5 years related experience Additional Requirements:-Experience in industry and/or public accounting or similar work environment. Analyze, review, and modify large data sets using various database and querying solutions in order to be able to calculate payments and accruals, provide analytics and reporting for transactional products offered.

Colorado Springs, CO30+ days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

Denver, CO30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Stephanie Sponder - State Farm Agent, you will successfully market the financial products that manage everyday risks. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

New!

Berthoud, CO3 days ago

In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier. We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and Personal Banker).

New!

Fort Collins, CO3 days ago

Fort Collins, CO7 days ago

We're a family-owned, regional bank with branches in Colorado, Nebraska, Kansas, and Arizona currently looking for a Full-Time Financial Services Representative (Universal Banker) for our Fort Collins, Colorado location. In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.

Colorado Springs, CO16 days ago

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Representative – State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Parker, CO30 days ago

This individual will be responsible for developing new client relationships, supporting investment planning activities, opening and servicing accounts, and helping clients identify financial and insurance solutions aligned to their goals. The ideal candidate will bring a blend of sales ability, customer relationship management, and financial services knowledge, along with the ability to operate in a fast-paced, client-facing environment.

Glenwood Springs, CO30+ days ago

$20–$28.87 Per Hour
Part-time

The Financial Assistance Representative willingly and effectively assists patients with all questions or issues related to the revenue cycle using exceptional interpersonal and decision-making skills. At Valley View, our mission is to provide convenient, connected care to the communities of Western Colorado with scope, technology, and expertise that are rarely found in regional hospitals.

Arvada, CO30+ days ago

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Position Overview: Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future?

Colorado Springs, CO30+ days ago

Role Description: As a Financial Services Representative - State Farm Agent Team Member with Mike Wuest - State Farm Agent, you will successfully market the products that manage everyday risks. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Parker, CO30+ days ago

ROLE DESCRIPTION: Chad Carlisle Insurance Inc is seeking an energetic and assertive entry-level Products & Financial Account Representative who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As a Products & Financial Account Representative team member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position.

Denver, CO30+ days ago

Remote

Full-time

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

Englewood, Colorado29 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Denver, CO30+ days ago

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis.

Loveland, CO30+ days ago

Remote

Full-time

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

Highlands Ranch, CO30 days ago

Full-time

Culture 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. We are committed to fostering an environment in which each employee can contribute creative ideas, face challenges, assume leadership roles, and continue to meet and exceed both business and personal goals.

Durango, CO30+ days ago

$59,300–$80,200 Per Year

The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.

Parker, CO30+ days ago

Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

Aurora, CO30+ days ago

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Denver, Colorado23 days ago

What You'll Be Doing: The Financial Advisor Associate – Investments & Portfolio Analyst works closely with a Financial Advisor (FA) to deliver comprehensive, client-centric investment solutions while providing analytical support in portfolio construction, monitoring, and financial planning. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Lakewood, CO30+ days ago

$90,000–$130,000 Per Year

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.

Denver, CO30+ days ago

Full-time

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. Culture 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.

Erie, CO30+ days ago

Full-time

Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside.

Denver, Colorado30+ days ago

The Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

greenwood village, CO30+ days ago

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

Boulder, CO30+ days ago

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA+ rating from S&P Global Ratings.

Denver, CO30+ days ago

If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documentation. Generated by cloudfront CloudFront Request ID: Ave61dijBMQH6lvtIX9PgpoRFptYLLquCrwjQmG3BRqGXavNszfHrg.

Aurora, CO30+ days ago

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

New!

Parker, CO1 day ago

Full-time

The purpose of the Financial Coordinator is to accurately capture and charge/invoice for goods and services and assist with the collection of payment; including educating clients on payment options (Care Credit, Scratch Pay, Pet Insurance, etc.). As the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually.

Loveland, CO30+ days ago

Full-time

Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool. Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.

denver, CO30+ days ago

Remote

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to workJob DescriptionFinancial AdvisorWho we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. To learn more please visit: www.corebridgefinancial.com#LI-SAFG #LI-Remote #LI-CBFThis role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

New!

Englewood, CO2 days ago

Bachelor's degree (BS/BA) in Accounting, Economics or Business from four-year college or university; and five to seven years' related experience in manufacturing business and accounting and/or training; or equivalent combination of education and experience. This role is responsible for developing executive dashboards, board-level operational reviews, and supports cash forecasting and reconciliation, contributing to broader financial initiatives as needed.

Glenwood Springs, Colorado30+ days ago

PHYSICAL REQUIREMENTS:Seeing: 75-100%Must be able to greet customers read documents, use computer Hearing: 75-100%Must be able to communicate with customers and co-workers Standing/Walking: 25-49%Must be able to visit customer Climbing/Stooping/Kneeling: 0-24%Fingering/ Grasping/Feeling: 75-100%Must be able to use computer, write PHYSICAL DIMENSIONS:Medium Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Responsible for comprehensive financial planning for clientsRESPONSIBILITIES AND DUTIES:Prospects new customers and solicits new business with assistance from Financial Advisor Officer or manager.

Broomfield, CO30+ days ago

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Before becoming an agent, I gained invaluable experience working at the corporate office as an Agency Field Specialist, where I helped launch the company’s internal sales and escalation teams.

Erie, CO30+ days ago

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Castle Rock, CO30+ days ago

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.

Parker, CO30+ days ago

As a State Farm team member for Jennifer Tinsley - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including financial services, liability insurance, disability insurance and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Greenwood Village, Colorado30+ days ago

$174,500–$214,660 Per Year

CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Physical Exertion Details: Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body.

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Greenwood Village, Colorado4 days ago

$100,000–$123,000 Per Year

Denver, Colorado15 days ago

$55,000–$61,000 Per Year

Fulfilling this by keeping current on updates of Federal and State rules and regulations that pertain to Medicaid, Straight Medicaid, LTC, Spousal Impoverishment and Trusts, Food Stamps, Old Age Pension (OAP) and other Medicaid programs for which IGCP participants may be eligible. Regardless of past practices, all candidates/resumes submitted by search firms to InnovAge by any means without a valid written search agreement in place for that position will be deemed the property of InnovAge and no fee will be paid in the event such candidate is hired by InnovAge.

Westminster, CO21 days ago

$22–$28

As a Youth Financial Education & Member Engagement Specialist, you will develop and deliver financial education programs for younger members (teens through early-career adults), promote financial wellness, and support the credit union’s outreach into schools, community organizations, and digital education platforms. Regular duties are performed in a general office work environment and regularly require sitting at a workstation/desk while speaking with members, completing paperwork or using computers, calculators, copiers, telephone, fax machines and other business office machines and equipment.

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Financial Representative Jobs in Colorado

Accounts/financial representative Pyramid Consulting, Inc

Licensed Property & Casualty Insurance Representative USAA

Sales Representative/Business Consultant - Denver, CO System One

Sales Representative/Business Consultant - Grand Junction, CO System One

Tax Associate Dodds Wealth LLC

Entry Level Financial Representative Yoder District - Northwestern Mutual

College Financial Representative, Internship Program Northwestern Mutual

Accounts/financial representative Pyramid, Inc

Financial Representative - Seeking Growth Pogue Region - Modern Woodmen of America

Financial Services Representative - State Farm Agent Team Member Stephanie Sponder - State Farm Agent

Financial Services Representative - Berthoud Branch Adams Bank and Trust

Financial Services Representative - Remington Branch Adams Bank and Trust

Financial Services Representative Adams Bank and Trust

Financial Representative – State Farm Agent Team Member Kendra Gries - State Farm Agent

Financial Services Representative GavinHeath

PRN Financial Assistance Representative (as needed) Valley View Hospital

Financial Services Representative - State Farm Agent Team Member Weston Leake - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Mike Wuest - State Farm Agent

Financial Account Representative – State Farm Agent Team Member Chad Carlisle - State Farm Agent

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLC

Financial Advisor Northwestern Mutual

Financial Advisor Northwestern Mutual - Denver

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Financial Planning Support Northwestern Mutual - Denver

Associate Financial Advisor Robert W Baird & Co Inc

Financial Advisor/Wealth Manager Professions Inc

Financial Advisor First Command Financial Services, Inc.

Financial Advisor Associate-Investments & Portfolio Analyst Stifel

Wealth Financial Advisor - Steamboat Springs, CO Corebridge Financial Inc

Financial Services Associate (Future Role) Northwestern Mutual - Denver

Financial Advisor Career Headhunter LLC

Senior Financial Advisor Gallagher

Financial Advisor - Denver Metro Area Thrivent Financial for Lutherans

Financial Advisor - Northern Colorado Thrivent Financial for Lutherans

Financial Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

ER Financial Coordinator, AESC Ethos Veterinary Health

Entry-Level Financial Advisor Career Headhunter LLC

Financial Advisor - Denver, CO Corebridge Financial Inc

Financial Reporting Analyst UR Air Methods Corp

FINANCIAL ADVISOR Pinnacle Bank/Bank of Colorado

Insurance and Financial Services Position - State Farm Agent Team Member Becky Ledbetter - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Baille Barbour - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Scott Brown - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Jennifer Tinsley - State Farm Agent

Lead Relationship Manager - Financial Sponsor CoBank

Lead Financial Analyst CoBank

Eligibility & Financial Determination Special InnovAge

Youth Financial Education & Member Engagement Specialist Horizons North Credit Union

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