55 Results for

Financial Services Jobs in Greeley, CO

Jobs

Longmont, Colorado11 days ago

$18.35–$21.57 Per Hour
Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Erie, CO11 days ago

As our Office Admin/Client Services Associate, you must possess a professional, pleasant service-oriented demeanor with business-appropriate phone manners; the ability to deepen and broaden client relationships; confidence in your ability to identify opportunities to create and improve efficiency; and a strong ability to work independently. They must also have excellent verbal and written communication, organizational skills, strong math abilities, a penchant for details, and problem-solving skills to resolve routine client questions.

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.

New!

Fort Collins, CO1 day 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.

New!

Lafayette, CO4 days ago

As our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Shawn Hughes - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

Boulder, CO10 days ago

Full-time
Employee

You will serve as a trusted advisor, owning the services architecture and positioning the value proposition of Google Cloud services from initial concept through execution to accelerate Google Cloud Platform (GCP) adoption, ensuring an exceptional customer experience, and maximizing Google Cloud business. Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Boulder, CO, USA; Atlanta, GA, USA; Austin, TX, USA; Chicago, IL, USA; Addison, TX, USA.Minimum qualifications: Bachelor's degree in a technical or business field, or equivalent practical experience.

Lafayette, 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.

Greeley, 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.

Fort Collins, Colorado23 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.

Boulder, 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.

Fort Collins, CO30+ days ago

$30.56–$50.93 Per Hour

Requires one of the following licenses: Licensed Master Social Worker (LMSW), Licensed Clinical Social Worker (LCSW), Licensed Professional Counselor (LPC), Licensed Associate Counselor (LAC), Licensed Associate Substance Abuse Counselor (LASAC), Licensed Independent Substance Abuse Counselor (LISAC)Marriage and Family Counseling (LCMFT) or MA-Marriage and Family Therapist (MFT). Excellent organizational, human relations, and communication skills are required to maintain good rapport and effective working relationships with internal and external customers.

Loveland, Colorado18 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.

Fort Collins, CO29 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.

New!

Fort Collins, CO4 days ago

Remote

$40,000–$60,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

Loveland, 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.

Boulder, CO30+ days ago

$157,500–$420,000 Per Year

An International Tax Managing Director is responsible for growing the International Tax practice by providing practical tax advice to clients, building relationships with existing clients and prospects to expand the practice, and developing a local team. Works with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and Regional Business Development Manager to develop and execute an effective marketing plan.

Boulder, CO30+ days ago

Full-time

Demonstrated experience with the sales process for professional sustainability or renewable energy services to industrial and/or commercial clients; experience and knowledge from working within the renewable energy, voluntary carbon markets, sustainability or environmental industry is required. You will also support other day-to-day projects and activities within the Tax Credit Advisory Services platform, such as due diligence review, risk analysis, content creation, client and developer meeting preparation, program organization and management, internal team education, and more.

Boulder, CO30+ days ago

$61,000–$63,600 Per Year

The Finance and Business Strategy division at CU Boulder welcomes applications for a _Business Services Coordinator!_ Campus Business Services is a shared service team within the Finance & Business Strategy unit that provides financial and business support services, guidance, and resources to campus departments. By providing transactional support services and implementing best practices for essential financial and business operations, departments supported by Campus Business Services are enabled to make informed, strategic decisions at every level for maximizing impact, upholding fiscal responsibility, and contributing to the university's ongoing success.

Boulder, CO30+ days ago

Build a robust and scalable accounting operations system alongside our accountants and controllers that produces accurate and timely financials with auditable internal controls. The hourly base pay rate is between $120.00-$140.00 per hour - $249,600 - $291,000 (based on 40hr/wk) with the eligibility for an annual bonus incentive in addition to base pay.

Fort Collins, Colorado23 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.

New!

Boulder, CO2 days ago

Guest Services / Front Desk Supervisor assists the Front Office Manager/Operations Manager in overseeing the Front Office Team, which is the main connection between the Guest, the hotel, and the various hotel departments. Our property associates are a highly team-focused group bringing out the uniqueness of each associate to provide great products and services.

Greeley, CO14 days ago

$75,000–$95,000 Per Year

With involvement in high-impact reporting initiatives and cross-functional collaboration, this role offers strong visibility within Corporate Finance and is ideal for a technically skilled accountant looking to grow in a dynamic, high-exposure environment. All resumes or candidate profiles submitted by recruitment vendors or headhunters to any employee at JBS and its companies or via the applicant tracking system, in any form without a valid written request and search agreement previously approved by HR, will be solely owned by JBS and its companies.

Fort Collins, CO19 days ago

Remote

$150,000–$200,000

If you're tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career — with free, proven training and full support. Mink Life & Legacy is seeking motivated, coachable individuals who want more time and more control.

Boulder, CO30+ days ago

$90,000–$110,000

You will lead business development efforts for our consulting services team, which provides the following efficiency solutions: building commissioning, retro-commissioning, monitoring-based commissioning, energy modeling, sustainability consulting, building automation system design, energy metering design and turn-key solutions, water and energy conservation studies, ASHRAE Level I - III energy audits, energy and sustainability master planning, GHG accounting, EV charger studies, and renewable energy studies. Originating as a general contractor, we leverage deep construction expertise and rigorous data analysis to provide turnkey, design-build energy and water efficiency solutions at no upfront cost to our clients.

New!

Boulder, CO1 day ago

$37.20–$55.80 Per Hour

Our flagship facility, Boulder Community Hospital, along with several other locations, provides comprehensive care, including acute care, emergency services, psychiatric care, and outpatient services. As a Certified Level II Trauma Center, Boulder Community Hospital provides expert emergency care for serious and complex injuries while delivering comprehensive services across the full continuum of care.

New!

Boulder, CO2 days ago

$37.20–$55.80 Per Hour

Longmont, Colorado19 days ago

As the Retail Services Experience Supervisor, you'll be responsible for the operations and customer experience related to Geek Squad services for computer and cellphone repair and car electronics installations at the Best Buy store. In partnership with your General Manager and Services Experience Manager, you'll identify opportunities, implement plans and drive priorities to provide best-in-class employee and customer experiences.

New!

Greeley, CO6 days ago

$55,000–$100,000 Per Year

Requirements for Service Advisor position: Current driver's license in good standing with the state & be insurable with our Company . This position will be filled by an individual who can show that they have what it takes to treat our customers with the utmost respect, while fulfilling the needs of the company.

Longmont, CO18 days ago

$18.35–$21.57 Per Hour
Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The existence of a criminal record is not an automatic or absolute bar to employment and a candidate’s criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information.

Boulder, CO30+ days ago

Remote

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Greeley, CO30+ days ago

$20–$25 Per Hour

BUILD A CAREER By joining the team at Nicolas Lezama’s State Farm Agency, not only will you acquire licensing for Property & Casualty and Life & Health Insurance, but you will develop a mastery in sales and customer service to support your personal and professional goals. ROLE DESCRIPTION: Nicolas Lezama- State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers.

Greeley, CO30+ days ago

Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Longmont, CO30+ days ago

Fort Collins, CO29 days ago

We 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 Financial 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.

Boulder, CO30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Erie, CO30+ days ago

Full-time

Boulder, CO30+ days ago

Part-time

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

Longmont, CO30+ days ago

Part-time

Fort Collins, CO30+ days ago

Part-time

LONGMONT, CO30+ days ago

$21–$28 Per Hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

Lafayette, CO30+ days ago

ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Marc Sisler - State Farm Agent, you are vital to our daily business operations and customers’ success. Giving back is incredibly important to me—I’m actively involved with the Louisville Chamber of Commerce and previously served as President of Coal Creek Meals on Wheels.

FORT COLLINS, CO30+ days ago

Remote

$500–$30,000

We are looking for self-motivated individuals who are eager to learn and grow in a supportive, remote work environment. This role is designed for individuals eager to start their career in sales with comprehensive training provided.

Erie, Colorado15 days ago

$80,000–$110,000 Per Year

To Apply: If you're passionate about sales, have a proven track record in coaching others, are committed to serving and strengthening community, and relentless in your drive for personal and professional growth, we want to hear from you! Curriculum Mastery: Learn and internalize all company sales processes, materials, and strategies, and translate these into effective training modules and workshops for others.

New!

Fort Collins, CO5 days ago

Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. + Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.

Longmont, CO9 days ago

New!

Evans, Colorado5 days ago

$80,000–$110,000 Per Year

Master existing training programs while contributing to the development and execution of new ones, ensuring the sales team is equipped with the knowledge, skills, and strategies needed to close deals and exceed their goals. To Apply:If you're passionate about sales, have a proven track record in coaching others, are committed to serving and strengthening community, and relentless in your drive for personal and professional growth, we want to hear from you!

Windsor, CO30+ days ago

Greeley, Colorado29 days ago

$22–$27 Per Hour

PAM Health is committed to providing high-quality patient care and outstanding customer service, coupled with the loyalty and dedication of highly trained staff, to be the most trusted source for post-acute services in every community it serves. About PAM Health: PAM HEALTH (PAM) based in Enola, Pennsylvania, provides specialty healthcare services through more than 80 locations, as well as wound clinics and outpatient physical therapy locations, in 17 states.

Boulder, CO30+ days ago

Full-time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.

New!

Boulder, CO4 days ago

$150,000–$170,000 Per Year

Here are some of the ways we strive to ensure everyone feels welcome, safe and free to be themselves at Wunder: A holistic, actionable DEI learning strategy that enables all team members to advance inclusivity in a meaningful way . We're looking for a driven, detail-oriented, and analytically strong accounting leader to help scale Wunder's finance function as we accelerate the growth of distributed renewable energy.

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Financial Services Jobs in Greeley, CO

Retail Customer Service Associate FedEx

Office Administrator - Financial Services Joey Bocci Financial

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

Financial Services Representative Adams Bank and Trust

Insurance and Financial Services Position - State Farm Agent Team Member Shawn Hughes - State Farm Agent

Pursuit Lead II, Financial Services, Google Cloud Google

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Financial Advisor Career Headhunter LLC

Financial Advisor Northwestern Mutual

Entry-Level Financial Advisor Career Headhunter LLC

Banner Staffing Services Crisis & Intake Therapist Banner Health

FINANCIAL ADVISOR Pinnacle Bank/Bank of Colorado

Entry Level Financial Representative Yoder District - Northwestern Mutual

Billing Specialist - Shared Services Insurance Office of America

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

Tax Managing Director, International Tax Services bdo consulting

Associate Principal - Tax Credit Advisory Services Schneider Electric USA, Inc

Business Services Coordinator University of Colorado

CFO (Tech, SaaS, and/or CPG industries) AVL Growth Partners

College Financial Representative, Internship Program Northwestern Mutual

Guest Services / Front Desk Supervisor Moxy Boulder

FINANCIAL REPORTING ACCOUNTANT Pilgrim's Pride Corporation

Entry Level Financial Protection Specialist (Remote) MINK Life & Legacy Agency

Business Development, Engineering Services CEG Solutions

Clinical Intake Evaluator (Licensed) - Behavioral Health Services Boulder Community Health

Clinical Intake Evaluator (Licensed) - Behavioral Health Services Boulder Community Hospital

Retail Services Experience Supervisor Best Buy

Experienced Service Advisor Hyundai of Greeley

Retail Customer Service Associate FedExGround

Customer Service Representative - State Farm Agent Team Member Paul Walden - State Farm Agent

Customer Service Representative - State Farm Agent Team Member Nicolas Lezama - State Farm Agent

Customer Service Representative - State Farm Agent Team Member Melissa Mcdonald - State Farm Agent

Customer Service Representative - State Farm Agent Team Member Jordan Martin - State Farm Agent

Client Advisor with Athletic Background Yoder District - Northwestern Mutual

J.P. Morgan Wealth Management - Private Client Advisor - Boulder, CO JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Erie, CO (Lafayette) JPMorgan Chase Bank, N.A.

Part Time Associate Banker CO Metro Northwest Boulder (30 hours) JPMorgan Chase Bank, N.A.

Part Time (20 Hours) Associate Banker, Longmont Branch, Longmont, CO JPMorgan Chase Bank, N.A.

Part Time Associate Banker Northern CO (30 hours) JPMorgan Chase Bank, N.A.

Personal Banker, Longmont South Branch, Boulder, CO Wells Fargo

Account Associate - State Farm Agent Team Member Marc Sisler - State Farm Agent

Remote Entry Level Sales - Training Provided Reid Agency

Insurance Sales Representative and Trainer R.I.S.E. Financial

Personal Banker Dickinson Financial Corporation

Account Associate - State Farm Agent Team Member Jordan Martin - State Farm Agent

B2B Sales Representative & Trainer R.I.S.E. Financial

Account Associate - State Farm Agent Team Member Scott Horvath - State Farm Agent

Lead Maintenance Technician - FT | Greeley Rehab PAM Health Rehabilitation Hospital of Greeley

Branch Ops Lead - Iris and 28th - Boulder, CO - CO METRO NORTHWEST JPMorgan Chase Bank, N.A.

Controller WUNDER

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