Top 37 Financial advisor Jobs in Windsor Co

Wealth Management Relationship Manager
Acorn Creek Capital —Fort Collins, CO
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Health savings account
Quick Apply
Investment Representative
Gateway Services Group —Fort Collins, CO
- $75,000 - $150,000 a year
- Urgently hiring
- Background check
- Mid-level
- Office
- Professional development assistance
- Referral program
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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
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6d
Wealth Management Trainee (CO)
Bankers Life —Fort Collins, CO
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Registered Branch Associate
Edward Jones —Loveland, CO
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
6d
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
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5d
Key Private Bank Associate Relationship Manager
KeyBank National Association —Fort Collins, CO
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
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
14d
FINANCIAL ADVISOR
Pinnacle Bank —Loveland, CO
- Full-time
- Computer literacy
- Computer skills
- Marketing
- Profit sharing
- Health savings account
FINANCIAL ADVISOR
Pinnacle Bank/Bank of Colorado —Loveland, CO
- Full-time
- Computer literacy
- Mid-level
- Computer skills
- Paid holidays
- Paid time off
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Financial Consultant - Fort Collins, CO
Fidelity Investments —Fort Collins, CO
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Tuition reimbursement
Trust Officer Department Manager
Adams Bank and Trust —Fort Collins, CO
- $80,000 - $165,000 a year
- Full-time
- 5 years
- Team management
- QuickBooks
- Health insurance
- Paid time off
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Financial Advisor with Healthcare Background
Yoder District - Northwestern Mutual —Fort Collins, CO
- $84,000 - $95,000 a year
- Full-time
- High school
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
6d
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
Branch Member Advocate (Bilingual)
Credit Union of Colorado —Greeley, CO
- $22.79 - $25.07 an hour
- Microsoft Word
- Spanish
- Microsoft Excel
Quick Apply
Associate - Upper Midwest Advisor Group
Thrivent —Windsor, CO
- Research
- Mid-level
- Administrative experience
Quick Apply
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
7d
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Colorado Retina Associates —Denver, CO
Lead ongoing cost reduction analysis and implementation in all areas of the. Report on department financial performance against the annual budget and…
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Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$75,000 - $125,000 a year
Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
Quick Apply

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financial advisor jobs near windsor co

Wealth Management Relationship Manager

Acorn Creek Capital
Fort Collins, CO

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Job Details

Full-time
$60,000 - $100,000 a year

Benefits

Profit sharing
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance

Qualifications

Teamwork
Bachelor's degree
Organizational skills
Financial services
Time management

Full Job Description

Acorn Creek Capital, LLC

Job Description: Wealth Management Relationship Manager

Work Location: In Office

Regular Schedule: Full-Time

Starting Compensation: $60k-$100k with up to 30% bonus opportunity

Reports to: Senior Wealth Management CA

FLSA Status: Non-Exempt

About Us: At Acorn Creek Capital, we set the bar high for exceptional client service with our "white glove service" approach. As a team of highly skilled professionals, we are deeply committed to integrity, excellence, and innovation in everything we do. We’re always looking for ways to grow and improve, with a focus on delivering results that exceed expectations. By staying proactive and forward-thinking, we not only understand our clients' unique needs but anticipate them, ensuring we’re always a step ahead. Every interaction is guided by our core values of dedication, trust, and a relentless pursuit of excellence. The company is an Equal Opportunity employer and values diversity in its workforce.

Role Overview: As a Relationship Manager at Acorn Creek Capital, your role is pivotal in making sure that our clients hear from us proactively and that we are regularly updated on their lives. This role will develop and maintain client relationships on behalf of the wealth management firm. Responsibilities include managing client relationships, extremely prompt and thorough follow-through, understanding the client’s investment goals, and working with our team to help provide tailored investment recommendations.

Main Duties and Responsibilities:

Serve as the first point of contact for client service queries and issue resolution.
Administer our team’s proactive service model by calling clients regularly.
Address client requests, provide support, and offer financial investment advice incorporating feedback from the wealth manager to deliver our team philosophy.
Create and maintain each client’s financial plan.
Handle investment-related paperwork, including applications and withdrawal requests.
Stay current on market conditions as it relates to the client’s objectives.
Schedule and follow up on client reviews, documenting in CRM (SalesForce).
Maintain a deep understanding of our team’s investment matrix to explain to the client our philosophy as it relates to their Financial Plan.
Support the Operations Team under the guidance of the Operations Manager.
Perform backup duties for other team members, including inter-departmental support.
Other duties as assigned

Qualifications/Skills/Elite Attributes:

Positive, adaptable, and capable of managing a demanding workload.
Attention to detail, high accuracy levels, and excellent organizational skills.
Collaborative mindset with a focus on teamwork
Strong multitasking and problem-solving abilities.
Simplify and explain complex financial information.
Outstanding communication skills.
A commitment to confidentiality and integrity.
Professional demeanor and appearance.

Preferred Experience:

Bachelor's degree and/or two to four years related experience and/or training; or equivalent combination of education and experience.
Excellent communication abilities and multitasking skills.
Team Oriented, Client Focused, Professionalism, adaptability, and time management.
Proficiency in Microsoft Office and strong technical skills.
Proficiency in computer use, especially Excel.

Preferred Background:

Formal Education in Finance is a plus, but not mandatory
Financial Services industry experience preferred
Experience or training in working with both affluent and high net worth clients, Ritz-Carlton Training, etc.
Self-motivation, effective time management, and relationship-building skills.
Additional certifications like CPWA, CFP or CRPC.
FINRA Series 65

Benefits:

Competitive salary and performance-based bonus structure
Positive work environment.
Comprehensive benefits package including but not limited to: Paid Holidays, PTO, Sick Time, Medical, Dental/Vision, disability and life insurance, FSA/HSA, 401(k) with profit sharing

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Job Type: Full-time

Pay: $60,000.00 - $100,000.00 per year

Benefits:

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

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in windsor co

Wealth Management Relationship Manager

Investment Representative

Financial Advisor Career Changer Opportunity

Wealth Management Trainee (CO)

Registered Branch Associate

Client Advisor with Athletic Background

Key Private Bank Associate Relationship Manager

Entry-Level Financial Professional

FINANCIAL ADVISOR

FINANCIAL ADVISOR

Financial Consultant - Fort Collins, CO

Trust Officer Department Manager

Financial Advisor with Healthcare Background

Wealth Management Associate - Retirement Benefits Group

Branch Member Advocate (Bilingual)

Associate - Upper Midwest Advisor Group

Remote Financial Advisor

Financial Coach

Wealth Solutions Advisor

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