Top 322 Licensing associate Jobs in Broomfield, Co

Client Service Associate / Administrative Assistant
Sovereign Family Office —Golden, CO
- $55,000 - $75,000 a year
- Full-time
- Office
- Bachelor's degree
- QuickBooks
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Louisville, CO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
11d
Financial Advisor
Edward Jones —Louisville, CO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
4d
PreK Teacher
The Learning Experience - Westminster —Broomfield, CO
- $21 - $24 an hour
- Full-time
- Classroom
- High school diploma or GED
- Preschool
- Health insurance
- Dental insurance
Quick Apply
4d
QMAP (Full Time Memory Care)
Kisco Senior Living —Louisville, CO
- $21 - $23 an hour
- Part-time
- Background check
- CPR Certification
- Current TB test
- Health insurance
- Dental insurance
8d
Personal Banker - Universal - 120th and Sheridan
PNC Financial Services Group —Westminster, CO
- $45,375 - $75,625 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Personal Banker - Universal - 88th and Wadsworth
PNC Financial Services Group —Westminster, CO
- $45,375 - $75,625 a year
- Full-time
- Spanish
- Office
- 3 years
- Wellness program
- Health savings account
Pearle Vision - Optician
Pearle Vision OK —Broomfield, CO
- $20.85 - $32.51 an hour
- Full-time
- Merchandising
- Mid-level
- 3 years
- Health insurance
- Paid time off
Personal Banker - Universal - 104th and Federal
PNC Financial Services Group —Westminster, CO
- $45,375 - $75,625 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Pearle Vision - Optician
Pearle Vision —Broomfield, CO
- $20.85 - $32.51 an hour
- Full-time
- Merchandising
- Mid-level
- 3 years
- Health insurance
- Paid time off
Personal Banker - Universal (104th and Colorado)
PNC Financial Services Group —Thornton, CO
- $45,375 - $75,625 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Associate Licensing Manager
University of Colorado Boulder —Boulder, CO
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Engineering
- Mid-level
- Office
- Health insurance
- Dental insurance
3d
RN Registered Nurse, Denver CARES
Denver Health —Denver, CO
- $36.32 - $54.48 an hour
- Part-time
- Acute care
- CPR Certification
- Nursing
- Paid parental leave
- Paid holidays
Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred
Stronghaven —Greenwood Village, CO
- $67,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
9d
Associate Veterinarian
National Veterinary Associates —Westminster, CO
- $120,000 a year
- Overnight shift
- Hybrid work
- Mid-level
- Fair chance
- Continuing education credits
- Health insurance
Preschool Teacher
Clayton Early Learning —Denver, CO
- $22 - $24 an hour
- Full-time
- Background check
- Classroom
- CPR Certification
- AD&D insurance
- Paid holidays
Quick Apply
Associate General Dentist
Landmark Dental Studio —Greenwood Village, CO
- $200,000 - $300,000 a year
- Full-time
- Dental office
- Mid-level
- In-person
- Continuing education credits
- Relocation assistance
Quick Apply
Early Childhood Teacher
Kid City USA —Longmont, CO
- $18 - $21 an hour
- Part-time
- Background check
- Classroom
- 18 years or older
- Health insurance
- Dental insurance
Quick Apply
3d
Infant Nursery Supervisor
Kiddie Academy of Denver Boulevard One —Denver, CO
- $21 - $23 an hour
- Full-time
- Classroom
- Childcare
- Teaching Certification
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Boulder, CO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
4d

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Client Service Associate / Administrative Assistant

Sovereign Family Office
Golden, CO

Quick Apply

Job Details

Full-time
$55,000 - $75,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Accounting systems
Wealth management
Confidential information handling
Presentation software
Attention to detail
Risk management
QuickBooks
Organizational skills
Financial services
Productivity software
Financial management
Tax experience

Full Job Description

Client Service Associate

New City Family Office | Golden, CO (Denver Metro) | Full-Time, Entry Level

Background: Sovereign Family Office is rebranding to New City Family Office July 15th. You'll still see some mentions of both. The job description is New City Family Office but the posting will be on the Sovereign domain until July 15th.

Mission & Vision

At New City Family Office, we believe wealth is a gift entrusted to us to be stewarded with wisdom, humility, and purpose. Our mission is to help the righteous increase, so the people, places, and culture around them flourish. Serving the few who are in charge of the many.

Our vision is to serve families by helping them navigate the complexity that accompanies significant wealth—bringing clarity, strategy, and thoughtful execution so their resources can support the lives, families, and legacies they desire to build. We believe money creates optionality and freedom, but it also carries responsibility. Our role is to help families think deeply and strategically about how their financial lives are structured, protected, and positioned for the future.

Through proactive strategy, thoughtful coordination, and whole-picture financial architecture, we help families align their wealth with their values—so that what they have been entrusted with can create opportunity, stability, and flourishing for generations to come. Our work is built on relationships, trust, excellence, and a deep commitment to serving families well.

Job Summary

New City Family Office is seeking a Client Service Associate to support day-to-day client service, account operations, and administrative functions for our high-net-worth client base. This is an operational and administrative role ideal for someone with prior RIA or wirehouse client service who is looking to grow within a boutique family office environment. The role works closely with advisors and custodians to execute trades, process account paperwork, and keep client accounts running smoothly.

Key Responsibilities

Client Service

Serve as a front-line point of contact for client questions regarding account status, transfers, and paperwork.
Prepare and process new account forms, account transfers (ACATs), and beneficiary updates.
Coordinate with custodians (e.g., Schwab, Fidelity, Pershing) to resolve client servicing requests.
Schedule client meetings and prepare supporting materials for advisors.

Client Operations / Trade Execution

Enter and execute client trades and rebalancing instructions accurately and within firm compliance guidelines.
Process money movements including wires, ACH transfers, checks, and internal journal entries.
Monitor trade settlement and resolve discrepancies with custodians or clearing firms.
Maintain accurate records of client instructions, trade confirmations, and account activity.

Administrative Support

Maintain and update CRM records and client files.
Support fee billing calculations and invoicing.
Assist with compliance documentation, recordkeeping, and audit preparation.
Provide general office administration, correspondence, and scheduling support.

Qualifications

1-2 years of experience in client service or operations at an RIA, wirehouse, or broker-dealer (internship experience considered).
Bachelor's degree preferred; equivalent experience will be considered.
Familiarity with custodial platforms (e.g., Schwab Advisor Services, Fidelity WealthAccess, Pershing) is a plus.
SIE, Series 7, or Series 63 licensing is a plus but not required.
Strong attention to detail, organizational skills, and discretion handling confidential client information.
Proficient in Microsoft Office and comfortable learning CRM/portfolio management software (e.g., Salesforce, Redtail, Wealthbox).

Compensation & Benefits

Salary: $55,000-$72,000, commensurate with experience.

New City Family Office is an equal opportunity employer.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

How many years of experience do you have working with a registered investment advisor firm?
Do you have experience with trading platforms, specifically, what is your experience with Schwab and with Orion? Please detail your experience with both platforms.
This role involves tracking tasks across multiple accounts and emails. In a few sentences, please describe how you have previously stay organized and avoided errors when managing a high volume of administrative tasks.
We are a values based firm. Our vision is "to help the righteous increase so that people may flourish" can you please explain any likeminded values or parts of your story that matter?

Ability to Commute:

Golden, CO 80401 (Required)

Work Location: In person

Quick Apply

Refine Your Search

licensing associate jobs in broomfield, co

Client Service Associate / Administrative Assistant

Financial Advisor

Financial Advisor

PreK Teacher

QMAP (Full Time Memory Care)

Personal Banker - Universal - 120th and Sheridan

Personal Banker - Universal - 88th and Wadsworth

Pearle Vision - Optician

Personal Banker - Universal - 104th and Federal

Pearle Vision - Optician

Personal Banker - Universal (104th and Colorado)

Associate Licensing Manager

RN Registered Nurse, Denver CARES

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Associate Veterinarian

Preschool Teacher

Associate General Dentist

Early Childhood Teacher

Infant Nursery Supervisor

Financial Advisor

I want to receive the latest job alert for licensing associate in broomfield, co

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