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Financial services representative Jobs in Lakewood, CO

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Financial services representative • lakewood co

Last updated: 6 hours ago

Financial Services Representative - State Farm Agent Team Member

Weston Leake - State Farm AgentArvada, CO, US
$65,000.00 yearly
Full-time

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agenc... Show more

Senior Associate, Financial Due Diligence - Financial Services

KPMGDenver, CO
Full-time

The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG.Looking ahead, we anticipate cont... Show more

Senior Auditor - Financial Services (Insurance)

WipfliDenver, CO, United States
Full-time

Our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.We encourage each individual to follow their own path.People truly matt... Show more

Financial Consulting Senior Associate - Payroll Services (Workday)

RSMDenver, CO, United States
Full-time

RSM's Payroll Services practice is looking for a dynamic Senior Payroll Specialist with a team-oriented mindset and a love for collaborating and helping clients solve problems.You will be an expert... Show more

College Financial Representative, Internship Program

Northwestern Mutual Life Insurance CompanyDenver, CO, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

 • New!

VP/Broker II, Financial Services Group

AONDenver, CO, United States
$118,700.00 yearly
Full-time +1

VP/Broker II, Financial Services Group.Currently we have an exciting career opportunity for a Broker II within Aon Commercial Risk Solutions' Financial Services Group.Are you ready to begin a new c... Show more

Insurance and Financial Services Role - Remote

Griffin AgencyFive Points, CO, US
Remote
Full-time
Quick Apply

We’re not offering a job… We’re offering:.Control of your schedule ✔ Ownership of your income ✔ A recession-resistant industry ✔ A skillset AI can’t rep... Show more

Future Opening: Financial Services Representative State Farm Agent Team Member

Jesus Cruz - State Farm AgentDenver, CO, United States
$40,000.00 yearly
Full-time

State Farm Insurance Agent located in Denver, CO is seeking an outgoing, career-oriented professional to join their team.As a State Farm team member for Jesus Cruz - State Farm Agent, you will buil... Show more

Financial Planner

Larson Financial Group, LLCDenver, Colorado, United States, 80206
Full-time

Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated.This is an exciting opportunity for a motivated individual who is passionate ... Show more

 • Promoted

Associate Director - Native American Financial Services PM

HuntingtonDenver, CO, United States
$77,000.00 yearly
Full-time

Associate Director Corporate Specialty and Govt Banking Portfolio Manager.The Associate Director Corporate Specialty and Govt Banking Portfolio Manager will manage all aspects of a Native America... Show more

Senior Associate, Financial Due Diligence - Financial Services

KPMGDenver, CO, US
Full-time

The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG.Looking ahead, we anticipate cont... Show more

 • Promoted

Financial Services Associate (Future Role)

Northwestern Mutual - DenverDenver, CO, US
$40.00 hourly
Full-time
Quick Apply

Northwestern Mutual - Denver We have put a hold on this position, but it will open up again in the summertime.Are you ready to join a thriving, innovative culture in a fast-paced, professional envi... Show more

Financial Services Compliance Lead

GustoDenver, CO, United States
Full-time

Financial Services Compliance Lead.Gusto is looking for an experienced financial services compliance professional to lead product compliance support across our consumer financial products, commerci... Show more

Financial Services Specialist – Colorado

All Financial FreedomDenver, Colorado, United States
Full-time

We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.This role supports a professional, structured environment focused on deliver... Show more

Director, Transaction Advisory Services - Healthcare Financial Due Diligence

BDO USADenver, CO, United States
Full-time

Transaction Advisory Services (TAS) Director.The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed t... Show more

Financial Services Representative - State Farm Agent Team Member

Stephanie Sponder - State Farm AgentDenver, CO, US
$70,000.00 yearly
Full-time

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.Your... Show more

College Financial Representative, Internship Program

Northwestern MutualDenver, CO, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

Sector Sales Leader, Director - Financial Services (BCM)

EYDenver, CO, United States
Full-time

Sector Sales Leader, Director - Financial Services (BCM).Location: New York Other locations: Anywhere in Region Salary: Competitive Date: Jul 2, 2026.The Sector Sales Leader is a pivotal role respo... Show more

Financial Services Compliance Lead

ColorwaveDenver, CO, United States
$148,085.00 yearly
Full-time

Financial Services Compliance Professional.Gusto is looking for an experienced financial services compliance professional to lead product compliance support across our consumer financial products, ... Show more

State and Local Tax Financial Services Manager

PwC (US)Denver, CO, United States
Full-time

A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related t... Show more

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Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Weston Leake - State Farm AgentArvada, CO, US
30+ days ago
Salary
$65,000.00 yearly
Job type
  • Full-time
Job description
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

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? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.


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.


Key Responsibilities:
  • Consult customers on financial planning, investment options, and life/health insurance coverage
  • Assist customers with portfolio management, asset allocation, and risk management strategies
  • Conduct financial reviews and recommend personalized product solutions
  • Maintain compliance with financial and insurance regulations
  • Train and mentor team members on customer needs analysis and sales conversations
Preferred Qualifications:
  • Active Life & Health license (required or ability to obtain quickly)
  • FINRA Series 7 and 63 licenses preferred
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor
If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.