Top 260 Personal financial advisors Jobs in Boulder, Co

Senior Home Lending Advisor- Arvada, CO
JPMorganChase —Arvada, CO
- $15.16 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Spanish and English Bilingual-Senior Home Lending Advisor-Westminster, CO
JPMorganChase —Westminster, CO
- $15.16 an hour
- Online Application
- Spanish
- Computer literacy
- English
- Health insurance
- Tuition reimbursement
Tax Expert - Expert Center (West)
Intuit —Broomfield, CO
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Financial Advisor
Northwestern Mutual - West Denver —Golden, CO
- $70,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- Business development
- Paid training
- Disability insurance
Quick Apply
Civil/Structural Engineer
Leidos —Denver, CO
- $73,450 - $132,775 a year
- Extended hours
- Hybrid work
- Spanish
- Bachelor of Science
- Office
Tax Expert - Expert Center (West)
Intuit —Longmont, CO
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Financial Advisor
Edward Jones —Boulder, CO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Tailored Management —Denver, CO
- $70,000 - $330,000 a year
- Contract
- Business development
- Bachelor's degree
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Director, SAP IS-U - Power & Utilities
KPMG —Denver, CO
- $184,870 - $324,185 a year
- Full-time
- Computer Science
- Master's degree
- Bachelor's degree
- Disability insurance
- Health insurance
14d
Financial Advisor
Edward Jones —Denver, CO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
10d
Financial Advisor
Edward Jones —Westminster, CO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Tax Expert - Expert Center (West)
Intuit —Northglenn, CO
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Financial Advisor
Edward Jones —Wheat Ridge, CO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Denver, CO
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Human Services Deputy Director
Jefferson County Colorado —Golden, CO
- $145,000 - $175,000 a year
- Online Application
- Hybrid work
- 5 years
- Office
- Master's degree
- Paid holidays
- Health insurance
5d
Support Specialist
Zocks —Denver, CO
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- US work authorization
- Paid parental leave
- Paid holidays
Quick Apply
Associate Director, Special Programs
University of Colorado Boulder —Boulder, CO
- $80,000 - $90,000 a year
- Weekends as needed
- Hybrid work
- Office
- 3 years
- University
- Relocation assistance
- Health insurance
3d
Employment Investigator
DAVITA —Denver, CO
- $78,000 - $119,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Wealth Management Client Associate
Bank of America —Boulder, CO
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
General Manager
Moxy Boulder —Boulder, CO
- $140,000 - $155,000 a year
- 8 hour shift
- Writing skills
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
10d

I want to receive the latest job alert for personal financial advisors in boulder, co

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

personal financial advisors jobs near boulder, co

Senior Home Lending Advisor- Arvada, CO

JPMorganChase -
Arvada, 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

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

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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 boulder, co

Senior Home Lending Advisor- Arvada, CO

Spanish and English Bilingual-Senior Home Lending Advisor-Westminster, CO

Tax Expert - Expert Center (West)

Financial Advisor

Civil/Structural Engineer

Tax Expert - Expert Center (West)

Financial Advisor

Financial Advisor

Director, SAP IS-U - Power & Utilities

Financial Advisor

Financial Advisor

Tax Expert - Expert Center (West)

Financial Advisor

Virtual Personal Banker

Human Services Deputy Director

Support Specialist

Associate Director, Special Programs

Employment Investigator

Wealth Management Client Associate

General Manager

I want to receive the latest job alert for personal financial advisors in boulder, co

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected