Top 38 Personal Financial Advisors Jobs in Fort Collins, CO

Senior Home Lending Advisor - Greeley CO
JPMorganChase —Greeley, CO
- $15.16 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Registered Branch Associate
Edward Jones —Loveland, CO
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Registered Branch Associate
Edward Jones —Loveland, CO
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
9d
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
Member Service Advisor III (Banker) - Timnath
Bellco Credit Union —Timnath, CO
- $23 an hour
- Full-time
- Background check
- Spanish
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Sales Representative - Entry Level
Yoder District - Northwestern Mutual —Fort Collins, CO
- $65,000 - $85,000 a year
- Full-time
- High school
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
3d
Compute Engineering Operations Advisor
Hewlett Packard Enterprise —Fort Collins, CO
- $126,000 - $239,000 a year
- Full-time
- 7 years
- Office
- Analysis skills
Marketing Operations and Content Producer
Synergy Capital of Colorado LLC —Fort Collins, CO
- $60,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Presentation skills
- Health insurance
- 401(k)
Quick Apply
13d
Faculty-Led Programs Coordinator
Colorado State University —Fort Collins, CO
- $51,000 - $53,000 a year
- Full-time
- Background check
- School experience
- Public speaking
Financial Planner Career Changer Opportunity
Yoder District - Northwestern Mutual —Fort Collins, CO
- $85,000 - $110,000 a year
- Full-time
- High school
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
3d
Sr. Financial Advisor
First National Bank of Omaha —Fort Collins, CO
- Email
- Customer service
- Mid-level
- Office
- Health savings account
- Disability insurance
8d
Managing Director
WealthBridge Financial Group —Fort Collins, CO
- $125,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
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
Marketing Success Manager
Madwire —Fort Collins, CO
- $30,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Disability insurance
Quick Apply
Business Banking Treasury Management Advisor - Relationship Manager I
PNC Financial Services Group —Fort Collins, CO
- $82,500 - $137,500 a year
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Health savings account
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
Part Time Store Supervisor
Office Depot —Fort Collins, CO
- $16.50 - $18.50 an hour
- Part-time
- Computer literacy
- Merchandising
- Mid-level
- Commuter assistance
- Health savings account
Senior IT Internal Auditor
Pilgrim's —Greeley, CO
- $85,000 - $115,000 a year
- Full-time
- CPA
- Computer Science
- Mid-level
- Dental insurance
- Paid time off
6d
Retail Part Time Team Lead (Supervisor)
Office Depot —Fort Collins, CO
- $16.50 - $18.50 an hour
- Part-time
- Computer literacy
- Merchandising
- Mid-level
- Commuter assistance
- Health savings account
Store Supervisor (Part Time)
Office Depot —Fort Collins, CO
- $16.50 - $18.50 an hour
- Part-time
- Computer literacy
- Merchandising
- Mid-level
- Commuter assistance
- Health savings account

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Senior Home Lending Advisor - Greeley CO

JPMorganChase -
Greeley, CO

Apply Now

Job Details

Full-time
$15.16 an hour

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

MLO License
Customer communication
Financial sales
Dodd-Frank Act
Federal Housing Administration (FHA) loans
Conventional mortgage loans
FNMA
Veterans Affairs (VA) loans
Industry knowledge of retail banking

Full Job Description

JOB DESCRIPTION

Job Profile:

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.

Job responsibilities

Coaches and mentors the branch team by providing training on products and services.
Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
Builds role as the internal and external mortgage expert and maintains good relationships with customers.
Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.

Required qualifications, capabilities, and skills

Bachelor's degree or equivalent work experience in sales and/or real estate
3+ years of mortgage lending and proven sales experience in retail banking
Knowledge of real estate market in local area
Excellent written and oral communication skills
Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

FHA/VA sales experience
Marketing, promoting, relationship building, and consulting skills
Intermediate PC skills in a Windows environment

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.

ABOUT US

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Apply Now

Refine Your Search

Personal Financial Advisors jobs in Fort Collins, CO

Senior Home Lending Advisor - Greeley CO

Registered Branch Associate

Registered Branch Associate

Financial Services Professional - Hybrid Remote (CO)

Member Service Advisor III (Banker) - Timnath

Sales Representative - Entry Level

Compute Engineering Operations Advisor

Marketing Operations and Content Producer

Faculty-Led Programs Coordinator

Financial Planner Career Changer Opportunity

Sr. Financial Advisor

Managing Director

Director Finance Medical Group Regional Operations

Marketing Success Manager

Business Banking Treasury Management Advisor - Relationship Manager I

Wealth Management Associate - Retirement Benefits Group

Part Time Store Supervisor

Senior IT Internal Auditor

Retail Part Time Team Lead (Supervisor)

Store Supervisor (Part Time)

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