- 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
- Bank of America (Colorado Springs, CO)
- Financial Solutions Advisor Registration Candidate - Flying Horse Financial Center Colorado Springs, Colorado **Job Description:** At Bank of America, we are ... to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry… 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
- Edward Jones (Colorado Springs, CO)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… 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
- 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
- University of Colorado (Colorado Springs, CO)
- Academic Advisor - 36904 University Staff **Description** **Academic Advisor ** **Academic Advising** **This is a part-time position.** **It is on a 3-year budget ... community engagement and is actively seeking a part-time **Academic Advisor ** to join our team! UCCS offers a diverse...dental, vision plans, and competitive prescription drug prices. + Financial & Retirement Benefits: Take advantage of our health… 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
- Bank of America (Colorado Springs, CO)
- Senior Banker - Flying Horse Financial Center Colorado Springs, Colorado **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… 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 ... USAA product line market share. Focuses on national product competitive and financial KPIs to anticipate and react to potential trends. Identifies opportunities to… 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. ... Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide… 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 ... + Partners with Government & Industry Relations, Attorney, and Compliance Advisor to manage relationship with local regulatory agencies and industry organizations.… 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 ... sales process methodology. + Develop and present business cases with solutions, financial justifications, and expected results to overcome objections and win the… 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