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Financial aid advisor Jobs in Aurora, CO

Last updated: 21 hours ago
  • Promoted
Financial Advisor

Financial Advisor

Harrison Gray Search & ConsultingDenver, CO, US
Full-time
Harrison Gray has partnered with one of Colorados growing Private Wealth Management firms.They specialize in fee-based discretionary asset management for individuals and families.This firm customiz...Show moreLast updated: 30+ days ago
  • Promoted
Senior Financial Advisor

Senior Financial Advisor

FartherAurora, CO, US
Full-time
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders an...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
FINANCIAL ADVISOR - NORTHERN COLORADO

FINANCIAL ADVISOR - NORTHERN COLORADO

Thrivent Financial for LutheransDenver, CO, United States
Full-time
As a Thrivent Financial advisor, youll : Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and a...Show moreLast updated: 21 hours ago
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Entry Level Financial Advisor

Entry Level Financial Advisor

Wisepath GroupDenver, CO, US
Full-time
Entry-Level Financial Professional to join our team.The Entry-Level Financial Professional prospects sales and qualifies leads for new and existing accounts. The ideal candidate is someone with high...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Strategic Wealth DesignersDenver, CO, United States
$120,000.00 yearly
Full-time
Are you an experienced financial advisor seeking a change from the constant hustle of cold calling and grassroots marketing?. Ready for a role where you can focus on building strong client relations...Show moreLast updated: 17 days ago
  • Promoted
Financial Advisor

Financial Advisor

SteelPeak WealthDenver, CO, United States
Full-time
At SteelPeak Wealth, we operate with a growth mindset.We are seeking Denver-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they ...Show moreLast updated: 4 days ago
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Executive Director Financial Aid and Scholarships

Executive Director Financial Aid and Scholarships

ClevelcrossingDenver, Colorado, US
$105,000.00–$130,000.00 yearly
Full-time
Executive Director Financial Aid and Scholarships.Learn more about the general tasks related to this opportunity below, as well as required skills. Salary for Announcement : The salary range for this...Show moreLast updated: 1 day ago
  • Promoted
Licensed Financial Advisor

Licensed Financial Advisor

New York Life - DenverDenver, CO, US
$80,500.00–$112,000.00 yearly
Full-time
New York Life Insurance Company upholds the belief that success and integrity can go hand in hand.This principle reflects in our business practices and in the individuals we collaborate with as Age...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

Capstone Colorado - a MassMutual firmDenver, CO, US
Full-time
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross check...Show moreLast updated: 2 days ago
  • Promoted
Financial Advisor

Financial Advisor

Prudential FinancialDenver, CO, United States
$50,000.00–$75,000.00 yearly
Full-time +1
Explore a career as a FINANCIAL PROFESSIONAL!.Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!. We have an opening for a highly motivated ...Show moreLast updated: 17 days ago
  • Promoted
Financial Aid Representative

Financial Aid Representative

Beonair Network of Media SchoolsDenver, CO, US
Full-time
The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is “Learn from a P...Show moreLast updated: 30+ days ago
  • Promoted
LPL FINANCIAL ADVISOR

LPL FINANCIAL ADVISOR

MidWestOne BankDenver, CO, United States
Full-time
We are a community bank with a culture based on integrity and customer care.The people on our team are the foundation of our success. If you're ready to work for an organization that values you, dev...Show moreLast updated: 4 days ago
Financial Advisor

Financial Advisor

Corebridge FinancialDenver, CO
Remote
Full-time
We’re passionate about excellence.Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Mosaic Retirement Planning, LLCDenver, CO, United States
Full-time +1
Mosaic Retirement Planning, LLC (MRP) is a comprehensive financial planning and investment advisory firm.MRP provides financial planning, annuities, insurance, and investments to the public.MRP has...Show moreLast updated: 21 hours ago
Financial Advisor

Financial Advisor

First Command Financial Services, IncAurora, Colorado,US
Full-time
Advisors are veterans or military spouses.First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking l...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

AlerusColorado, US
Full-time
We are looking for an established Financial Advisor to join our growing team.Candidate must possess all qualifications listed below to be considered. Open to candidates located in Phoenix, AZ or Den...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.Aurora, CO, US
$115,740.00 yearly
Full-time
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Saige Partners LLCDenver, CO, US
Full-time +1
Quick Apply
Job Overview : Our financial client located in the Denver, CO area is seeking to add a Financial Advisor to their team.The Financial Advisor is responsible for selling financial products and service...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Harrison Gray Search & ConsultingDenver, CO, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Harrison Gray has partnered with one of Colorados growing Private Wealth Management firms. They specialize in fee-based discretionary asset management for individuals and families. This firm customizes portfolios based on their clients financial goals and work closely with the client, their tax advisors, and their estate attorneys to form a comprehensive view of their financial situation.

Our ideal candidate has 7-10 years of Financial Advisor experience and is looking for opportunities to grow within a company.

The Financial Advisor is a critical member of our clients management team. The principal role of the advisor is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence. Advisors are also responsible for maintaining close, ongoing relationships with their existing clients.

Key Qualifications

  • Existing book of business
  • Entrepreneurial spirit
  • Structure and discipline
  • Existing network that can continuously be expanded and cultivated within the community
  • Intellectual curiosity
  • Drive for success
  • Strong community involvement
  • CFP, or advanced designations, and Series 63, 65, or 66
  • Comfortable interacting with individuals of significant wealth
  • Effective communication skills (written and verbal)
  • Proven ability to quickly build trust and credibility

Tech Stack of Firm & Custodian

  • Portfolio Management - Tamarac
  • Financial Planning - Moneyguide Elite
  • CRM - Tamarac CRM
  • Custodian - Charles Schwab
  • Benefits

  • 401k with discretionary match
  • Medical insurance
  • 3 weeks PTO
  • Work from home Fridays
  • Competitive Payouts