Top 35 Personal Financial Advisors Jobs in Fort Collins, CO

Client Advisor with Athletic Background
Yoder District - Northwestern Mutual —Fort Collins, CO
- $70,000 - $95,000 a year
- Full-time
- High school
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Entry-Level Financial Professional
New York Life - Northern Colorado —Fort Collins, CO
- $75,000 - $150,000 a year
- Computer literacy
- Finance
- High school diploma or GED
- Life insurance
Quick Apply
11d
FINANCIAL ADVISOR
Pinnacle Bank —Loveland, CO
- Full-time
- Computer literacy
- Computer skills
- Marketing
- Profit sharing
- Health savings account
Financial Advisor Career Changer Opportunity
Yoder District - Northwestern Mutual —Fort Collins, CO
- $85,000 - $110,000 a year
- Full-time
- High school
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
FINANCIAL ADVISOR
Pinnacle Bank/Bank of Colorado —Loveland, CO
- Full-time
- Computer literacy
- Mid-level
- Computer skills
- Paid holidays
- Paid time off
Quick Apply
Senior Civil/Structural Engineer
Leidos —Colorado
- $92,300 - $166,850 a year
- Extended hours
- Hybrid work
- Spanish
- Bachelor of Science
- Master's degree
Civil/Structural Engineer
Leidos —Colorado
- $73,450 - $132,775 a year
- Extended hours
- Hybrid work
- Spanish
- Bachelor of Science
- Office
Financial Services Professional - Hybrid Remote (CO)
Bankers Life —Fort Collins, CO
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Academic Advisor I
Colorado State University —Fort Collins, CO
- $50,000 - $52,000 a year
- Full-time
- Background check
- University
- Bachelor's degree
2d
Director Finance Medical Group Regional Operations
UCHealth —Fort Collins, CO
- $69.65 - $111.44 an hour
- Full-time
- Hospital
- 5 years
- Finance
- 403(b) matching
- Health savings account
Insurance Sales Agent
New York Life - Northern Colorado —Fort Collins, CO
- $75,000 - $150,000 a year
- Choose your own hours
- Computer literacy
- High school diploma or GED
- Bachelor's degree
- Paid training
- Dental insurance
Quick Apply
11d
Tesla Advisor, Sales
Tesla —Loveland, CO
- $20.44 - $36.45 an hour
- Weekends as needed
- Dealership
- Driver's License
- In-person
- Commuter assistance
- Health savings account
Agriculturist (Containment Scientist) / Agriculturist (Senior Regulatory Policy Specialist)
US Animal and Plant Health Inspection Service —Fort Collins, CO
- $111,147 - $154,280 a year
- Online Application
- Hybrid work
- Background check
- Pass drug screening
- Driver's License
4d
Treatment Director
SAFY —Fort Collins, CO
- $66,000 - $86,000 a year
- Full-time
- LMFT
- Clean driving record
- Licensed Clinical Social Worker
- Continuing education credits
- Mileage reimbursement
Quick Apply
Member Service Advisor III - Timnath
Bellco Credit Union —Timnath, CO
- $23 an hour
- Full-time
- Spanish
- Writing skills
- Office
- Paid holidays
- Health insurance
Quick Apply
Member Service Advisor II Floater North
Bellco Credit Union —Fort Collins, CO
- $22 an hour
- Full-time
- Spanish
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Fort Collins, CO
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Seasonal Customer Experience Specialist
Tesla —Loveland, CO
- $20.44 - $25.92 an hour
- Weekends as needed
- Dealership
- Driver's License
- In-person
- Commuter assistance
- Health savings account
Retail Cosmetics Sales Associate, Loveland Shops at Centerra - Flex
Macy’s —Loveland, CO
- $15.20 - $22.08 an hour
- Part-time
- Merchandising
- English
- Cleaning
- Store discount
- Paid holidays
5d
Faculty-Led Programs Coordinator
Colorado State University —Fort Collins, CO
- $51,000 - $53,000 a year
- Full-time
- Background check
- School experience
- Public speaking
2d

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Client Advisor with Athletic Background

Yoder District - Northwestern Mutual
Fort Collins, CO

Quick Apply

Job Details

Full-time
$70,000 - $95,000 a year
2 days ago

Benefits

Health insurance
Dental insurance
Vision insurance
Opportunities for advancement
Flexible schedule
Retirement plan

Qualifications

Insurance needs analysis
Customer relationship building
Referral-based lead generation
Bachelor's degree in finance
Sports team experience
Sales referrals
Bachelor's degree in business
Mid-level
Finance
Managing financial planning clients
Business development
Analysis skills
Bachelor's degree
Coordinating with insurance clients
Financial goal setting advisory services
Insurance policy review
Business development within finance
Insurance planning
Financial services
Client referrals
Business
Communication skills
Time management

Full Job Description

Benefits:

Retirement Benefits
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Join the Winning Team at the Yoder District - Northwestern Mutual.

Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Our Growing Offices are Located:

District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion in Jackson, WY.

Meet some of our local team, many who have excelled in athletics:

Haley Stevens - Chief Operating Officer:

How long with NM? Joined Northwestern Mutual 9 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.

Ryan Yoder - Managing Director, Partner, & Wealth Management Advisor:

How long with NM? Been with Northwestern Mutual for 31 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men’s Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.

Cory Schroeder - Growth & Development Director, Wealth Management Advisor:

How long with NM? Been with Northwestern Mutual for 7 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.

Josh Schilt - College Unit Director & Financial Advisor:

How long with NM? Been with Northwestern Mutual for 4 years.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.

Brian Campbell - Growth & Development Director, Wealth Management Advisor:

How long with NM? Been with Northwestern Mutual for 21 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.

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. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. 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. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Fort Collins, CO

Client Advisor with Athletic Background

Entry-Level Financial Professional

FINANCIAL ADVISOR

Financial Advisor Career Changer Opportunity

FINANCIAL ADVISOR

Senior Civil/Structural Engineer

Civil/Structural Engineer

Financial Services Professional - Hybrid Remote (CO)

Academic Advisor I

Director Finance Medical Group Regional Operations

Insurance Sales Agent

Tesla Advisor, Sales

Agriculturist (Containment Scientist) / Agriculturist (Senior Regulatory Policy Specialist)

Treatment Director

Member Service Advisor III - Timnath

Member Service Advisor II Floater North

Wealth Management Associate - Retirement Benefits Group

Seasonal Customer Experience Specialist

Retail Cosmetics Sales Associate, Loveland Shops at Centerra - Flex

Faculty-Led Programs Coordinator

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