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Entry Level Finance Advisor Jobs in Colorado (NOW HIRING)

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Entry Level Finance Advisor information

What does an entry level finance advisor do?

An Entry Level Finance Advisor assists clients with their personal financial planning, such as budgeting, saving, investing, and insurance needs. They typically work under the supervision of more experienced advisors, helping clients understand their financial options and recommending strategies to achieve their financial goals. Their duties often include analyzing financial information, preparing financial reports, and educating clients about various financial products and services. Entry level advisors also help clients develop and stick to a financial plan while gaining experience for future advancement in the field.

What are the key skills and qualifications needed to thrive as an entry level finance advisor, and why are they important?

To thrive as an Entry Level Finance Advisor, you need a solid understanding of financial principles, analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 can be advantageous. Strong interpersonal communication, active listening, and problem-solving skills help build trust and rapport with clients. These abilities are essential for providing sound financial advice, fostering client relationships, and supporting business growth in a competitive industry.

What are some common challenges faced by entry level finance advisors during their first year, and how can they overcome them?

Entry level finance advisors often face challenges such as building a client base, understanding complex financial products, and gaining clients' trust. During the first year, it's common to spend significant time networking, learning compliance regulations, and shadowing senior advisors. Overcoming these challenges involves proactively seeking mentorship, regularly participating in training sessions, and developing strong communication and interpersonal skills. Embracing a learning mindset and leveraging support from your team can help accelerate your growth and boost your confidence in client interactions.

What is the difference between Entry Level Finance Advisor vs Financial Analyst?

AspectEntry Level Finance AdvisorFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; basic certifications like CFP or Series 7 (optional)Bachelor's degree in finance, accounting, or related; often requires CFA or CPA certifications
Work EnvironmentFinancial advisory firms, banks, or insurance companies; client-facing rolesCorporate offices, investment firms, or banks; primarily analytical and research-focused
Employer & Industry UsageUsed by financial advisory firms, banks, and insurance companies to serve individual clientsCommon in investment banks, asset management, and corporate finance departments

While both roles require a finance background and involve financial analysis, Entry Level Finance Advisors focus on client interactions and personalized financial planning, whereas Financial Analysts primarily analyze data to support investment decisions. The choice depends on whether you prefer direct client engagement or analytical research within the finance industry.

Can you become an entry level finance advisor with no experience?

Entry level finance advisor roles typically require some knowledge of financial products and strong communication skills, but many employers are willing to train candidates with no prior experience. Relevant certifications, such as the Series 7 or Series 66, can improve job prospects, though they are often obtained after hiring. Entry-level positions often focus on training and development, making prior experience less critical for entry into the field.

How do I start working as an entry level finance advisor?

To start as an entry-level finance advisor, obtain a bachelor's degree in finance, economics, or a related field, and develop strong analytical and communication skills. Gaining relevant certifications such as the Series 7 or Series 66 may be required, and entry-level roles often involve on-the-job training and mentorship within financial firms or advisory companies.

What are the most commonly searched types of Finance Advisor jobs in Colorado?

The most popular types of Finance Advisor jobs in Colorado are:

What are popular job titles related to Entry Level Finance Advisor jobs in Colorado?

For Entry Level Finance Advisor jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Entry Level Finance Advisor jobs in Colorado look for?

The top searched job categories for Entry Level Finance Advisor jobs in Colorado are:

What cities in Colorado are hiring for Entry Level Finance Advisor jobs?

Cities in Colorado with the most Entry Level Finance Advisor job openings:

Entry Level Finance Advisor jobs near you
Infographic showing various Entry Level Finance Advisor job openings in Colorado as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, 1% Temporary, and 2% Contract. Highlights an 79% Physical, 8% Hybrid, and 13% Remote job distribution.

Public Relations Coordinator

DENVER TECH ADVISORS LLC

Lakewood, CO • On-site

$24 - $28/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Key responsibilities

  • Support the Public Relations Specialist and Director of PR in coordinating meetings, events, and communications with clients, vendors, and prospects.

  • Assist in creating and sending communications, newsletters, and follow-up information to maintain relationships and promote EAG's services.

  • Plan, organize, and execute internal and external events, including logistics, invitations, and post-event follow-up.

Job description

ERP Advisors Group (Lakewood, CO)
Public Relations Coordinator
Compensation: $24 - 28 /hr DOE
Location: 390 Union Boulevard Suite 540, Lakewood CO 80228 www.erpadvisorsgroup.com . The schedule is for full time, in person, Monday to Friday, 8:30am to 5pm.
We are seeking an enthusiastic and energetic entry-level Public Relations (PR) Coordinator to join our mission to become the world's most trusted ERP Advisory firm!
As an entry-level PR Coordinator (PRC), you will support our Public Relations Specialist and Director of PR for this public-facing role. This includes maintaining communications with our software vendors, clients, and prospects for the purpose of coordinating meetings and events, inviting interested parties to meet with valuable EAG resources or to receive introductory EAG services. Additionally, the PR Coordinator documents client successes and encourages referrals once our public are satisfied with our services. Finally, the PRC plans and executes our internal events.
Offered salary and benefits package:
Depending on your experience, we offer an hourly wage of $24 - $28/hr for this full-time, permanent, non-exempt role. Additionally, we offer:
  • Clear career path and growth opportunities.
  • On-the-job industry and methodology training.
  • Annual Performance Review.
  • Maternity/Paternity Leave.
  • CO only: Up to 48 hours of Paid Sick and Safe time.
  • 401(k) with up to 4% company match (100% vested).
  • 401(k) Profit Sharing - 5-year vesting schedule.

(After 30 days)
  • Paid holidays.
  • Employer-sponsored medical insurance.
  • Company-sponsored Life and ADD insurance.
  • Voluntary Vision, Dental, Accident, and additional life insurance.

(After 90 Days)
  • Accrue up to 80 hours of PTO per year with a payout of unused time each year.

About our company:
ERP Advisors Group is one of the country's top independent enterprise software advisory firms. We advise our clients through some of their most challenging transformation projects and ensure they are always successful. We are a two-time Inc. 5000 fastest-growing privately held company and we are continuing to grow!
Key Responsibilities
  • Schedule and coordinate logistics for meetings with EAG's valuable connections, including software vendors, implementation partners, and past referrers.
  • Attend logistics meetings and track discussion points/action items.
  • Assist with creating PowerPoints for PR events.
  • Send regular communications to existing clients, vendors, event registrants, etc.
  • Create unique newsletters for segments of EAG's public.
  • Creatively represent EAG during and after interactions, including sending proper follow-up information, thank-you's, gifts, or pass valuable information acquired during events to Sales or Marketing.
  • Maintain contacts' information in HubSpot.
  • Prepare and send packages of EAG swag to clients and referrers.
  • Schedule, interview, record and transcribe client success stories for use by the Marketing team.
  • Make new contacts who may be interested in EAG's services or information and execute outreach initiatives (sending emails, letters, and other communications).
  • Explore industry groups and connections to contact for collaboration.
  • Research and apply for industry awards and other opportunities to achieve public recognition.
  • Coordinate our relationship with Financial Executives International (FEI) by ensuring we maximize attendance of EAG staff and guests each month and occasionally assist with planning and hosting FEI-sponsored events.
  • Promote EAG's Continuing Professional Education (CPE) and coordinate all tasks with EAG's public for CPE presentations and our accrediting agency.
  • Track daily and weekly PR statistics.
  • Assist with organizing, attending, and setting up/cleaning up internal employee appreciation events.
  • Occasionally attend external events for industry associations, vendors, or implementation partners.
  • Coordinate invitations and travel details for PR events and conferences.
  • Have a friendly and helpful demeanor and attitude.
  • Create strategic written and visual content to post on ERP Advisors Group's social media accounts.
  • Track PR expenses and communicate with management team on monthly budget needs.
  • Create press releases.

Required experience and qualifications:
  • Bachelor's degree in business administration, public relations, marketing, communications or related field.
  • Previous experience with event coordination is a plus.
  • Creative writing skills that create interest and reach.
  • Can devise solutions to problems without being told how.
  • Excellent attention to detail.
  • Neat and legible handwriting.
  • Advanced level of experience with Microsoft Office applications (Excel, Word, PowerPoint).
  • Familiarity with HubSpot preferred.
  • Previous experience with Mac OS preferred.
  • Fluent in English, both written and verbal.
  • Professional appearance.
  • Authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Apply