- Edward Jones (Colorado Springs, CO)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Thrivent Financial (Colorado Springs, CO)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- JPMorgan Chase (Colorado Springs, CO)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- CDM Smith (Colorado Springs, CO)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... for someone who can act as the subject matter expert for the financial operations and main advisor to the Managers and Directors of this division. **We are open… more
- Thrivent Financial (Colorado Springs, CO)
- …+ Greet clients and visitors warmly and ensure they are comfortable. + Notify Financial Advisor (FA) of client arrivals promptly. + Offer beverages and ensure ... by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the… more
- Deloitte (Colorado Springs, CO)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (Colorado Springs, CO)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740… more
- JPMorgan Chase (Colorado Springs, CO)
- 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 all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- USAA (Colorado Springs, CO)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... makes us special and impactful. **The Opportunity** As a dedicated **Benefits Advisor Senior** , you are responsible for the design, implementation, evaluation and… more
- USAA (Colorado Springs, CO)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... USAA our employees enjoy best-in-class benefits to support their physical, financial , and emotional wellness. These benefits include comprehensive medical, dental… more
- USAA (Colorado Springs, CO)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... USAA our employees enjoy best-in-class benefits to support their physical, financial , and emotional wellness. These benefits include comprehensive medical, dental… more
- University of Colorado (Colorado Springs, CO)
- …from affordable dental, vision plans, and competitive prescription drug prices. + Financial & Retirement Benefits: Take advantage of our health savings, flexible ... all student organizations comply with university policies and procedures. + ** Financial Oversight** : Provide comprehensive fiscal management for student clubs and… more
- KeyBank (Colorado Springs, CO)
- …- Colorado Springs, Colorado 80918-3684 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to… more
- USAA (Colorado Springs, CO)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... USAA product line market share. Focuses on national product competitive and financial KPIs to anticipate and react to potential trends. Identifies opportunities to… more
- USAA (Colorado Springs, CO)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... to materially change and improve business performance. + Serve as strategic advisor bringing diverse perspective to leverage multiple ways of thinking while… more
- KeyBank (Colorado Springs, CO)
- …Street - Colorado Springs, Colorado 80906 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- USAA (Colorado Springs, CO)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... report, insight, or analysis) + Acts as a trusted data visualization advisor to the stakeholder/end-user in order to drive business value. Provides system… more
- Fiserv (Colorado Springs, CO)
- …money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a ... Catalyst for Growth: Travel across the assigned territory, partnering with Financial Institutions to bring Clover's cutting-edge solutions to merchants, sparking… more
- UCHealth (Colorado Springs, CO)
- …relevant experience Summary: Serves as a patient advocate, liaison, and advisor /educator to assist patients with navigating the continuum of care. Responsibilities: ... the plan of care. + Assists patients and families with resolving financial , psycho-social, functional, and administrative issues by advising of options and referring… more
- Robert Half Finance & Accounting (Colorado Springs, CO)
- …with the development and management of client relationships, serving as a trusted advisor and partner in achieving their financial goals. + Deliver exceptional ... and timely client service, consistently exceeding client expectations. + Identify and resolve tax issues by conducting in-depth tax research and analysis and preparing concise, actionable recommendations. + Assist with the development, communication, and… more