Top 1166 Client advisor Jobs in Highlands Ranch, Co

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
3d
Financial Services Associate
Lifeline Wealth Group —Littleton, CO
- $30,000 - $150,000 a year
- Part-time
- Hybrid work
- Driver's License
- Entry level
- Professional development assistance
- Flexible schedule
Quick Apply
Benefits Advisor - Englewood, CO
Aflac —Englewood, CO
- No weekends
- Background check
- 18 years or older
- US work authorization
- Flexible schedule
Client Advisor/Sales
RICKENBAUGH AUTOMOTIVE GROUP —Denver, CO
- $5,000 - $15,000 a month
- Full-time
- Bilingual
- Sales
- Dealership
- Health savings account
- Health insurance
Quick Apply
Financial Advisor (Career Changers Encouraged To Apply)
Northwestern Mutual —Denver, CO
- $70,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Retail Associate - Park Meadows
Aritzia —Lone Tree, CO
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Advisor- Denver, CO
Tiffany & Co. —Denver, CO
- $20.40 - $27.60 an hour
- Weekends as needed
- Hospitality
- Microsoft Outlook
- Mid-level
Client Success Representative (Remote)
Demand.com —Denver, CO
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Sales Representative
Cuvee Properties Escapes —Greenwood Village, CO
- $150,000 - $180,000 a year
- Weekends as needed
- Writing skills
- Bachelor's degree
- Organizational skills
- Dental insurance
- Vision insurance
Fashion Advisor, Neiman Marcus Denver
Chanel —Denver, CO
- $28.00 - $31.25 an hour
- Weekends as needed
- Mid-level
- 3 years
- High school diploma or GED
- Health savings account
- AD&D insurance
11d
Advisor, Client Engagement—Media and Audience Strategy
Epsilon —Denver, CO
- $88,000 - $132,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Bachelor's degree
- Commuter assistance
- Paid holidays
Sales & Education Advisor - Denver (Freelance)
ILIA, Inc. —Denver, CO
- $25 - $28 an hour
- Weekends as needed
- Training & development
- Reliable transportation
- 2 years
Quick Apply
Client Services Associate
Dodds Wealth LLC —Greenwood Village, CO
- $65,000 - $80,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Customer Operations Associate | Denver
Spark Advisors —Denver, CO
- $65,000 - $75,000 a year
- Hybrid work
- Spanish
- Mid-level
- Continuous improvement
- Paid parental leave
- Paid holidays
Retail Associate - Cherry Creek
Aritzia —Denver, CO
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Part-Time Beauty Advisor - Sephora
KOHLS —Lone Tree, CO
- $16.95 - $22.05 an hour
- Part-time
- Communication skills
- Entry level
- Disability insurance
- Dental insurance
6d
Lead Service Advisor
Euro Plus LLC —Highlands Ranch, CO
- $80,000 - $125,000 a year
- Full-time
- Mid-level
Quick Apply
Sales & Education Advisor
ILIA Beauty —Denver, CO
- $25 - $28 an hour
- Weekends as needed
- Mid-level
- Training & development
- Reliable transportation
Selling Advisor - Handbags
Neiman Marcus —Denver, CO
- $10 - $35 an hour
- Full-time
- High school diploma or GED
- Entry level
- Disability insurance
- Health insurance
Remote Inside Sales - Be a Denver Matchmaker!
IJL Select —Denver, CO
- $70,000 - $120,000 a year
- Full-time
- Remote
- Bachelor's degree
- Experience equivalent to degree accepted
- 1 year
- Health savings account
- Disability insurance
Quick Apply

I want to receive the latest job alert for client advisor in highlands ranch, 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

client advisor jobs near highlands ranch, co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Stronghaven -
Greenwood Village, CO

Quick Apply

Job Details

Full-time
$67,000 - $80,000 a year
3 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Series 7

Full Job Description

Investment Operations Associate / Associate Wealth Advisor : Career Path to Head of Investment Operations, Client Advisory & Practice Management

StrongHaven Wealth Stewardship & Family Office
Cherry Creek & Denver Tech Center, Colorado
Full-Time | In-Person (Limited Hybrid Opportunities After 180 Days)

Build a Career, Not Just a Job

StrongHaven is a rapidly growing independent Registered Investment Advisor (RIA), and we're looking for exceptional individuals to join our team.

This role is designed as a long-term career opportunity—not simply an operations position. As our firm continues to grow, successful team members will have the opportunity to advance into leadership roles in Investment Operations, Client Advisory, and Practice Management.

About Stronghaven

We serve entrepreneurs, business owners, executives, creators, and multigenerational families through our Wealth Stewardship and Family Office platforms.

Our team values exceptional client service, integrity, collaboration, continuous learning, and long-term relationships. We promote from within whenever possible and believe our people are our greatest investment.

What You'll Do

Deliver an exceptional client experience through responsive, proactive service.
Open and onboard new client accounts.
Process ACAT transfers, money movements, journals, and wire requests.
Maintain brokerage, retirement, trust, and advisory accounts.
Assist advisors with financial planning preparation and analysis.
Prepare client meeting materials and follow-up items.
Coordinate with custodians, CPAs, attorneys, and other professionals.
Maintain CRM records and operational workflows.
Support investment operations, trading, and account servicing.
Help improve internal processes as the firm continues to grow.

What We're Looking For

Passion for serving clients.
Strong organization and attention to detail.
Excellent written and verbal communication.
Positive, collaborative attitude.
Ability to manage multiple priorities.
Desire to build a long-term career in wealth management.
Desire to learn and grow in the advisory and investment space

Experience in an RIA, broker-dealer, financial planning firm, banking, or investment operations is strongly preferred but not required.

Licensing

Candidates must hold or obtain the following within 90 days of employment.

Series 65 License - candidates who hold a series 7 must obtain their series 66
Colorado Life & Health Insurance License

We support licensing, continuing education, and professional development.

Compensation & Benefits

$67,000–$80,000 starting salary, depending on experience
Performance bonus opportunities
Health insurance
Paid Time Off
401(k) retirement plan
Continuing education and licensing support
Limited hybrid work opportunities after 180 days, based on performance and business needs

Why Join StrongHaven?

We're building one of Colorado's premier boutique Wealth Stewardship and Family Office firms. Every member of our team has the opportunity to make a meaningful impact, grow professionally, and help shape the future of the firm.

If you're looking for more than a job—if you're looking for a place to build a career, serve clients with excellence, and grow alongside an ambitious team—we'd love to hear from you.

StrongHaven is an Equal Opportunity Employer.

Join us in shaping the future of investment operations by leveraging your expertise in finance, compliance, and client service. We are dedicated to fostering a vibrant workplace where your skills can thrive while making a meaningful impact on our clients’ financial journeys.

Pay: $67,000.00 - $80,000.00 per year

Benefits:

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

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in highlands ranch, co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Financial Services Associate

Benefits Advisor - Englewood, CO

Client Advisor/Sales

Financial Advisor (Career Changers Encouraged To Apply)

Retail Associate - Park Meadows

Client Advisor- Denver, CO

Client Success Representative (Remote)

Sales Representative

Fashion Advisor, Neiman Marcus Denver

Advisor, Client Engagement—Media and Audience Strategy

Sales & Education Advisor - Denver (Freelance)

Client Services Associate

Customer Operations Associate | Denver

Retail Associate - Cherry Creek

Part-Time Beauty Advisor - Sephora

Lead Service Advisor

Sales & Education Advisor

Selling Advisor - Handbags

Remote Inside Sales - Be a Denver Matchmaker!

I want to receive the latest job alert for client advisor in highlands ranch, co

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected