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Experience Advisor Jobs in Colorado (NOW HIRING)

Thrivent

Financial Advisor - Pueblo

Pueblo, CO · On-site

Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory ...

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Experience Advisor information

What is an experience advisor?

Experience Advisors are professionals who guide customers or clients through a company's products, services, or experiences to ensure satisfaction and positive outcomes. They often work in industries like travel, hospitality, healthcare, or retail, acting as knowledgeable liaisons who address questions, resolve issues, and personalize recommendations. Their main goal is to enhance the overall experience by providing expert advice, empathetic support, and tailored solutions. Experience Advisors may also collect feedback to help their organization improve services and offerings.

How does an experience advisor typically collaborate with other teams to enhance customer journeys?

Experience Advisors frequently work cross-functionally, partnering with product, marketing, and customer support teams to map customer journeys and identify areas for improvement. They often lead workshops, analyze customer feedback, and communicate insights to stakeholders to ensure that enhancements align with both business goals and user needs. This collaborative environment requires strong interpersonal skills and the ability to translate customer data into actionable recommendations. Effective Experience Advisors are proactive in fostering open communication and driving initiatives that elevate the overall customer experience.

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

To thrive as an Experience Advisor, you need strong customer service skills, problem-solving abilities, and relevant experience in client-facing roles, often supported by a background in hospitality or business. Familiarity with CRM systems, feedback management tools, and digital communication platforms is typically required. Excellent interpersonal skills, active listening, and adaptability help you build rapport and effectively address client concerns. These skills and qualities are crucial for ensuring positive customer experiences and fostering long-term client relationships.

What are popular job titles related to Experience Advisor jobs in Colorado?

For Experience Advisor jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Experience Advisor jobs in Colorado look for?

The top searched job categories for Experience Advisor jobs in Colorado are:

What cities in Colorado are hiring for Experience Advisor jobs?

Cities in Colorado with the most Experience Advisor job openings:

Experience Advisor jobs near you
Infographic showing various Experience Advisor job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Service Advisor | Sindrich & Associates

Kestra Financial Independent Advisor

Denver, CO • On-site

Full-time

Medical, Retirement, PTO

Posted 13 days ago

Job description

The Service Advisor supports the delivery of comprehensive financial planning and wealth management services to existing clients while developing toward future Lead Advisor responsibilities. This role partners closely with Lead Advisors to strengthen client relationships, deliver planning recommendations, coordinate implementation, and provide an exceptional client experience.
Key Responsibilities
Client Service & Planning
  • Serve as a secondary advisor for client relationships.
  • Participate in client meetings and present planning recommendations.
  • Coordinate implementation of financial planning strategies.
  • Maintain regular communication with clients and professional partners.
  • Identify planning opportunities and potential risks.

Financial & Investment Planning
  • Analyze retirement, tax, estate, insurance, and business-owner planning strategies.
  • Assist with investment implementation and portfolio reviews.
  • Maintain planning data, meeting notes, workflows, and follow-up actions.

Growth & Development
  • Deepen existing client relationships and support referral opportunities.
  • Participate in firm events, client education initiatives, and business development activities.
  • Pursue ongoing professional education and technical expertise.

Qualifications
Required
  • Bachelor's degree or equivalent experience.
  • 3+ years in financial services.
  • 1+ year in a client-facing advisory role.
  • Strong communication, relationship management, and analytical skills.
  • Proficient in Microsoft office

Preferred
  • CFP®, CPA, CFA, or Series 66.
  • Experience with high-net-worth clients and business owners.
  • Very proficient with Microsoft Excel (core to desk)
  • Proficient in use of AI and AI tools

What Success Looks Like
  • High client satisfaction and retention.
  • Consistent implementation of planning recommendations.
  • Strong client relationships and proactive service.
  • Increasing responsibility for client management.
  • Progression toward Lead Advisor responsibilities.
  • Alleviating capacity constraints for Lead Advisors by taking tasks off their desk

Career Path
Associate Advisor → Service Advisor → Lead Advisor → Senior Advisor / Partner
This role is designed for professionals seeking long-term growth as a financial advisor and becoming a future leader within the firm.
Benefits
Compensation & Benefits
Competitive Salary + Incentive Compensation
This exempt position offers a competitive base salary along with a performance-based bonus program that rewards both individual contributions and overall firm profitability.
Health Insurance & HSA Support
  • Eligible on the 1st day of the month following 30 days of employment.
  • Monthly employer subsidy toward health insurance premiums.
  • Any unused portion of the subsidy may be deposited into a Health Savings Account (HSA) for your future healthcare expenses.

Long-Term Disability Coverage
  • 100% employer-paid Long-Term Disability (LTD) insurance.
  • Eligible on the 1st day of the month following 90 days of employment.
  • Provides a 60% income replacement benefit after a 180-day waiting period in the event of a qualifying disability.

401(k) & Profit Sharing
  • Eligible after completing 6 months of employment and 1,000 hours of service.
  • Choice of Traditional (pre-tax) or Roth (after-tax) 401(k) contributions.
  • Employer-funded 3% Qualified Non-Elective Contribution (QNEC) upon eligibility.
  • Opportunity to participate in the firm's discretionary annual profit-sharing program.

Paid Time Off & Holidays
  • 10 days of Paid Time Off (PTO) annually (prorated during the year of hire).
  • Additional PTO accrual based on years of service.
  • 48 hours of paid sick leave annually.
  • 9+ paid holidays each year.

Work Environment
  • Regular office hours: 8:00 a.m. to 4:30 p.m.
  • While extended hours, occasional weekends, and travel are generally limited, they may be required to support client and business needs.

At Sindrich & Associates, we are committed to supporting our team with competitive compensation, meaningful benefits, retirement planning opportunities, and a collaborative work environment focused on long-term growth and success.

Apply