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49 Financial Jobs in Colorado (NOW HIRING)

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49 Financial information

What is 49 Financial?

49 Financial is a financial services firm that provides financial planning, investment management, and insurance solutions. They focus on helping individuals and families achieve their financial goals through personalized strategies and education. The company often caters to young professionals and recent graduates, guiding them through financial decisions like budgeting, retirement planning, and debt management. Their advisors work to simplify complex financial topics and create long-term plans for clients.

What is the difference between 49 Financial vs 49 Financial Advisor?

Aspect49 Financial49 Financial Advisor
CertificationsTypically requires Series 7, Series 66, or similar licensesRequires similar licenses, plus CFP certification often preferred
Work EnvironmentOffice-based, client meetings, financial planningClient-facing, personalized financial advice, meetings
Industry UsageUsed broadly for financial firms and institutionsSpecific role within firms, focusing on client advisory services

49 Financial and 49 Financial Advisor roles both involve financial services, but the advisor position emphasizes direct client interaction and personalized financial planning, often requiring additional certifications like CFP. The main difference lies in the focus: 49 Financial is broader, while 49 Financial Advisor is specialized in client advisory services.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong background in finance, investment principles, and financial planning, typically supported by a relevant degree and certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential for efficient client service. Outstanding interpersonal skills, active listening, and the ability to build trust help advisors stand out in client relationships. These skills and qualifications are crucial for providing sound financial advice, retaining clients, and ensuring compliance in an ever-changing financial landscape.

What are some common challenges faced by financial advisors at 49 Financial, and how are they typically addressed?

Financial Advisors at 49 Financial often encounter challenges such as building a client base from scratch and staying updated with constantly changing financial regulations. The company typically supports advisors through comprehensive training, ongoing mentorship, and access to robust CRM tools that streamline client management. Team collaboration and regular strategy sessions also help advisors share best practices and overcome common obstacles together, fostering both professional growth and client success.
What are popular job titles related to 49 Financial jobs in Colorado? For 49 Financial jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching 49 Financial jobs in Colorado look for? The top searched job categories for 49 Financial jobs in Colorado are:
What cities in Colorado are hiring for 49 Financial jobs? Cities in Colorado with the most 49 Financial job openings:
49 Financial jobs near you
Infographic showing various 49 Financial job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

FINANCIAL ADVISOR

Pinnacle Bank/Bank of Colorado

Glenwood Springs, CO

Full-time

Re-posted yesterday

Job description

Description
GENERAL SUMMARY:
Develops and maintains customer portfolio.  Responsible for comprehensive financial planning for clients
 
RESPONSIBILITIES AND DUTIES:
  1. Prospects new customers and solicits new business with assistance from Financial Advisor Officer or manager.   Cross-sells other banking services to new and existing customers.  Maintains on-going customer contact to ensure good customer relations.  
  2. Assists with comprehensive financial planning for clients and periodic client review.
  3. Be in compliance, following all policies and procedures.
  4. Participates in department meetings.
  5. Participates in civic and community organizations, representing the bank, but following personal interests.  
  6. Regular and reliable attendance.
  7. Performs other related duties as assigned by management.
 
KNOWLEDGE, SKILL, AND ABILITIES:
  • Knowledge of securities and investment products, policies and procedures
  • Knowledge of financial planning for individuals and business
  • Knowledge of sales and marketing practices and principles.
  • Skill in communicating with customers and co-workers in courteous and professional manner.
  • Skill in problem solving.
  • Ability to maintain a high level of confidentiality.
  • Ability to work within strict time constraints and handle multiple tasks simultaneously.
 
EDUCATION AND EXPERIENCE:
  • College degree preferred.  
  • Prefer 1 -2 years’ experience 
 
PHYSICAL REQUIREMENTS:
                                                            
Seeing: 75-100%
Must be able to greet customers read documents, use computer                                                                               
Hearing: 75-100%
Must be able to communicate with customers and co-workers                                                                                              
Standing/Walking: 25-49%
Must be able to visit customer                                    
                                                                        
Climbing/Stooping/Kneeling: 0-24%          
 
Fingering/ Grasping/Feeling: 75-100%
Must be able to use computer, write                                                                                                                           
 
PHYSICAL DIMENSIONS:
Medium Work:  Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.  Job involves sitting most of the time and walking and standing some of the time.
 
NOTE:  The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

More Details
Series 7/66 Licenses and/or 3-5 years' experience.