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Entrylevel Financial Professional Jobs in Colorado

OneMain Financial

Loan Sales Specialist

Greeley, CO

$17 - $20/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Sales Specialist

Lamar, CO

$16 - $19/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Consultant

Denver, CO

$20 - $24/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Acquisition Specialist

Alamosa, CO · On-site

$16 - $19/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Sales Specialist

Alamosa, CO · On-site

$16 - $19/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

OneMain Financial

Loan Sales Specialist

Centennial, CO

$20 - $24/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

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Entrylevel Financial Professional information

What is the difference between Entrylevel Financial Professional vs Financial Advisor?

AspectEntrylevel Financial ProfessionalFinancial Advisor
CertificationsMay require Series 6 or 7, depending on roleOften requires Series 7, 66, or CFP certification
Work EnvironmentFinancial firms, banks, insurance companiesIndependent or firm-based, client-facing
Job FocusSupporting financial planning, sales, client serviceProviding comprehensive financial planning and advice

Entrylevel Financial Professionals typically support financial advisors or work in sales roles, requiring basic certifications like Series 6 or 7. Financial Advisors focus on delivering personalized financial planning and often hold advanced certifications like CFP. While both roles operate in financial firms and serve clients, Financial Advisors have a broader advisory scope and higher certification requirements.

What are popular job titles related to Entrylevel Financial Professional jobs in Colorado? For Entrylevel Financial Professional jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Professional jobs in Colorado look for? The top searched job categories for Entrylevel Financial Professional jobs in Colorado are:
What cities in Colorado are hiring for Entrylevel Financial Professional jobs? Cities in Colorado with the most Entrylevel Financial Professional job openings:
Entrylevel Financial Professional jobs near you
Infographic showing various Entrylevel Financial Professional job openings in Colorado as of June 2026, with employment types broken down into 79% Full Time, and 21% Part Time. Highlights an 80% In-person, and 20% Remote job distribution.

Entry-Level Financial Sales Professional

New York Life - Northern Colorado

Fort Collins, CO • On-site

$75K - $150K/yr

Full-time

Posted 2 days ago

Job description

Description
Our firm is rapidly expanding and we are currently looking for a new financial sales advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
• No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities.
• We sponsor our professionals in obtaining their Life, Accident Health Insurance Licenses as well as their SIE, Series 6, Series 63, and/or Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part.
• Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles.
• Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients.
• Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.
• Serve as a collaborative team player willing to further development through continued training opportunities
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
Qualifications
• Must live in the state of Colorado, Wyoming, or Nebraska.
• History of success.
• Strong interpersonal communication skills.
• Good reputation in your community.
• Business-driven ethos.
• Four-year college degree preferred; High school diploma required.
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• A required Bachelor's degree in business administration, finance, or similarly related field
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

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