Financial Advisor jobs in Loveland, CO

Recently Added Financial Advisor jobs

D
Associate Bank Financial Advisor
  • D13 Wells Fargo Clearing Services, LLC
  • Fort Collins, CO FULL_TIME
  • About this role: Wells Fargo is seeking a Next Gen Financial Advisor – Wealth Brokerage Services, as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service Provide financial information, investment profiles, and client financial needs to more experienced financial advisors This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications, US: 6 months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) Financial services experience Client services experience 6 month of client or sales services experience Experience developing and managing client relationships A BS/BA degree or higher Established network in the local market Sales or sales support experience Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. This position is not eligible for Visa sponsorship Colorado – $0 Annual This job offers a salary commensurate with experience. Upon licensing, the base pay will decrement with the opportunity to earn commissions and other formulaic incentives. Pay Range $0.00 - $0.00 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 7 Mar 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
  • 1 Month Ago
Apply this Job
W
Associate Bank Financial Advisor
  • Wells Fargo
  • FORT COLLINS, CO FULL_TIME
  • About this role:Wells Fargo is seeking a Next Gen Financial Advisor – Wealth Brokerage Services, as part of Wealth and Investment Management. Learn more about the career areas and lines of business at...
  • 1 Month Ago
Apply this Job
I
Financial Center Teller
  • Independent Financial
  • Loveland, CO FULL_TIME
  • We are looking for talented, hardworking, and detail-oriented individuals for our Financial Center Teller position. At Independent Financial, you will have an opportunity to make a difference in the c...
  • 20 Days Ago
Apply this Job
I
Financial Center Teller
  • Independent Financial
  • Berthoud, CO FULL_TIME
  • We are looking for talented, hardworking, and detail-oriented individuals for our Financial Center Teller position. At Independent Financial, you will have an opportunity to make a difference in the c...
  • 24 Days Ago
Apply this Job
I
Financial Center Relationship Banker
  • Independent Financial
  • Berthoud, CO FULL_TIME
  • The Financial Center Relationship Banker is a sales and service focused position designed to achieve financial center objectives by generating new relationships and retaining existing relationships ut...
  • 1 Month Ago
Apply this Job
I
Financial Center Relationship Banker
  • Independent Financial
  • Fort Collins, CO FULL_TIME
  • The Financial Center Relationship Banker is a sales and service focused position designed to achieve financial center objectives by generating new relationships and retaining existing relationships ut...
  • 1 Month Ago
Apply this Job
View All Financial Advisor Jobs
Salary Company Skills Job Openings
Filters

Clear All
Filter Jobs By Location
  • Filter Jobs by companies
  • More
Salary Company Skills Job Openings

0 Financial Advisor jobs found in Loveland, CO area

P
Financial Planning Firm Hiring Client Relationship Manager
  • Peak Retirement Planners
  • Boulder, CO
  • Job Description Job Description At Peak Retirement Planners , our only purpose is to help our clients successfully manag...
  • 4/28/2024 12:00:00 AM
Apply this job
A
Property Manager
  • Apartment Management Consultants, LLC
  • Fort Collins, CO
  • We are currently seeking a Property Manager! Property Managers are Responsible for managing daily operations of the prop...
  • 4/28/2024 12:00:00 AM
Apply this job
C
Financial Analyst
  • Champion Petfoods
  • Boulder, CO
  • Changing the World, One Kibble at a TimeChampion Petfoods is expanding! We are excited to announce we are looking for a ...
  • 4/28/2024 12:00:00 AM
Apply this job
P
Financial Planning Firm Hiring Client Relationship Manager
  • Peak Retirement Planners
  • Boulder, CO
  • Job Description Job Description At Peak Retirement Planners, our only purpose is to help our clients successfully manage...
  • 4/27/2024 12:00:00 AM
Apply this job
P
Hiring ASAP - Client Relationship Manager for Financial Planning Firm
  • Peak Retirement Planners
  • Louisville, CO
  • Job Description Job Description At Peak Retirement Planners, our only purpose is to help our clients successfully manage...
  • 4/27/2024 12:00:00 AM
Apply this job
A
Sales Associate-eCommerce/Phone
  • AutoNation USA Denver 104
  • Denver, CO
  • Overview: Imagine working in a professional position where you can make a positive impact on our employees, customers, a...
  • 4/27/2024 12:00:00 AM
Apply this job
K
Client Services Coordinator
  • KAZ, SP
  • Westminster, CO
  • Job Description Job Description Position Description: Seeking a full-time in the office, Client Service Coordinator to s...
  • 4/24/2024 12:00:00 AM
Apply this job
A
Financial Analyst
  • Atlantic Group - New York
  • Broomfield, CO
  • Job Description Job Description The Atlantic Group has partnered with a global consumer product organization in the Broo...
  • 4/24/2024 12:00:00 AM
Apply this job
View All Financial Advisor Jobs

About Loveland, Colorado

Loveland is the Home Rule Municipality that is the second most populous municipality in Larimer County, Colorado, United States. Loveland is situated 46 miles (74 km) north of the Colorado State Capitol in Denver. Loveland is the 14th most populous city in Colorado. The United States Census Bureau estimated that in 2014 the population of the city was 72,651. The city forms part of the Fort Collins-Loveland Metropolitan Statistical Area and the Front Range Urban Corridor. The city's public schools are part of the Thompson R2-J School District....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Advisor jobs
$48,311 to $74,346
Loveland, Colorado area prices
were up 2.3% from a year ago
View detail