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Edward Jones 4.5
Finance advisor job in Denver, CO
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 1d ago
Financial Consultant, National Investor Center - Greenwood Village, CO
Fidelity Investments 4.6
Finance advisor job in Denver, CO
Job Description:Phone Financial Consultant “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion andrespect.” Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career?With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you withkey product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your RoleWe work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in YouWe believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the OrganizationAs the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.While you build relationships here, you will also be building your career!We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.The base salary range for this position is $58,000 - $58,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales
$58k-58k yearly 1d ago
Financial Advisor
Front Range Financial 3.7
Finance advisor job in Littleton, CO
Job Description Front Range Financial is looking for a Financial Advisor to join our team in our Centennial office. This person will actively seek out and engage prospective customers to sell our products and/or services. The ideal candidate is results-driven, hungry for customer acquisition, and passionate about contributing to top-line revenue growth. Responsibilities: Demonstrate, promote, and sell Front Range Financial products and services - Strategically present functionality and key value propositions to prospective clients. Develop and foster relationships - Maintain close communications with prospects to acquire clients and promote client retention. Meet and exceed targets - Achieve monthly and quarterly individual and team goals for new customer acquisition. Track progress and results - Record prospect interactions and track goal attainment in CRM system. Research and understand target market - Stay abreast of financial industry trends, best practices, and Front Range Financial's overall market opportunity. Requirements: 5 years experience selling financial service products Bachelor's degree Securities licenses and CFP obtained or in progress. Excellent ability to manage and build relationships Demonstrated ability to meet and exceed client acquisition goals Advanced skills in communicating, selling and negotiating Unrelenting drive to understand and meet prospective customer needs Familiarity with CRM systems and Microsoft Office Suite About Front Range Financial: Front Range Financial is an independent financial services organization dedicated to providing financial advice and products to clients that are nearing retirement or already in retirement. We are the Colorado branch office of our broker-dealer with in-house business processing, marketing and compliance. Our employees enjoy a work culture that promotes learning and high-level client acquisition and service. Individual offices and multiple conference rooms are in suite. Front Range Financial provides coaching, flexible time off, and professional development. Front Range Financial has in-house CPA's and Estate Planning Attorneys to aid in our clients planning. Powered by JazzHR 6eXcDustb0
$46k-88k yearly est. 27d ago
Financial Advisor
Rfg Advisory
Finance advisor job in Englewood, CO
Full-time Description Our partner, DesignWealth , a growing advisory firm in Denver, CO, is seeking a collaborative and client-engaged Financial Advisor. You'll have the opportunity to build deep relationships with clients and help them navigate their financial futures with confidence. About the Role: As a Financial Advisor, you will serve as the cornerstone of our client engagement strategy, blending financial expertise with personalized guidance to empower individuals and families to achieve their financial aspirations. Operating within a collaborative, growth-oriented team, you will deliver tailored solutions that reflect our commitment to integrity, innovation, and excellence. This role offers the opportunity to shape client outcomes while contributing to the firm's mission of creating a culture of empowerment and trust. This is an on-site role in Englewood, CO. Key Responsibilities: Financial Planning & Strategy Development Develop, present, and implement tailored financial plans that align with each client's short- and long-term financial goals. Provide comprehensive advice on a wide range of financial topics, including retirement income, insurance, investments, taxes, and estate planning. Assist clients with the setup and management of annuities, life insurance, and other financial solutions, ensuring their needs are met holistically. Monitor and manage client portfolios, making adjustments as needed to ensure alignment with the client's risk tolerance and evolving financial objectives. Ensure Required Minimum Distributions (RMDs) are managed for qualified accounts and handle any issues related to new accounts, transfers, or amendments. Client Relationship Management Build and maintain strong client relationships through regular communication and exceptional service. Conduct client review meetings, prepare financial summaries, and provide ongoing updates to ensure clients stay on track to meet their goals. Proactively respond to client inquiries, process servicing requests, and resolve any issues that arise to maintain a high level of client satisfaction. Support business development by sourcing new clients through referrals, centers of influence, and networking opportunities. Engage prospective clients through educational seminars and events, positioning yourself as a trusted resource for financial guidance. Guide prospects through the financial planning process and deliver a high-touch experience that converts them into long-term clients. Operational & Compliance Management Ensure all activities comply with industry regulations and the firm's internal policies, acting in the best interest of clients at all times. Maintain accurate records of client interactions, transactions, and correspondence within the firm's CRM system (RedTail), ensuring transparency and seamless communication with team members. Keep client data up-to-date, documenting all actions and decisions to ensure accuracy and compliance. Ensure client portfolios are updated and aligned with changes in market conditions or client needs, making timely recommendations when adjustments are required. Team Collaboration & Support Work closely with senior financial advisors and internal teams to provide support in client service and financial planning initiatives. Contribute to team meetings and share insights on client strategies, staying informed of new trends, products, and best practices to enhance client outcomes. Assist in the preparation and organization of pre-appointment materials, client review summaries, and follow-ups to ensure a smooth and efficient client experience. Handle all client transactions and servicing requests with attention to detail and a focus on providing exceptional customer service. Why Join Us? Be part of a dynamic and growing firm committed to providing exceptional client service. Collaborate with a team of professionals in an environment that values integrity, innovation, and continuous learning. Competitive compensation package, including salary, bonuses, and benefits. Opportunity for professional growth and career advancement. Salary: $96,000 plus potential commission Apply today to join our team in Denver, CO! Requirements Qualifications: Series 65 license or Certified Financial Planner (CFP) required; Life & Health Insurance preferred. Bachelor's degree in finance, economics, business, or a related field. 2-4 years of experience in financial advisory, client service, or a related role. Proficient in financial planning tools, CRM systems, and Microsoft Office Suite. Experience working in a customer-facing role, with a demonstrated ability to build relationships and deliver excellent client service. Strong understanding of financial planning, including investments, insurance, retirement, taxes, and estate planning. Ability to explain complex financial concepts in a clear, concise, and accessible manner Exceptional time management and organizational abilities to handle multiple priorities effectively with attention to detail in preparing client review materials and managing documentation. Proactive approach to identifying and addressing client needs with analytical skills to resolve client issues and support effective financial planning. Salary Description $96,000
$96k yearly 10d ago
Associate Financial Advisor
Claire Myers Consulting
Finance advisor job in Lakewood, CO
Job Description Associate Financial Advisor Title: Associate Financial Advisor Base Compensation: $75,000-$110,000 On-Target Earnings (OTE): $85,000-$175,000 Industry: Wealth Management & Financial Services Overview: A growing financial services team in Lakewood, CO is hiring a Associate Financial Advisor who wants to take ownership, deepen client relationships, and grow their impact. This is a great opportunity for someone with strong sales instincts, planning acumen, and a desire to be part of a long-term succession plan. You'll work directly with existing and new clients while helping scale a high-performing, values-driven practice. If you're looking to make a difference inside a firm-not just sell-and want the opportunity to lead one day, this is your seat. Key Responsibilities: Lead review meetings with B and C clients, offering insurance and investment planning solutions Collaborate with senior advisors on high-net-worth opportunities Actively track and close new opportunities from warm leads and referrals Manage client communications, maintain CRM records, and ensure timely follow-ups Build and nurture relationships in your own network to drive new business Support client engagement through social media, events, and marketing Coordinate with internal team members to execute comprehensive planning strategies Take increasing responsibility for key clients and internal operations over time Qualifications 3+ years of experience in financial services, preferably in a client-facing or advisor support role Strong interpersonal skills-you enjoy meeting new people and deepening relationships Life & Health, SIE, and Series 63 required Series 7 must be obtained within one year of employment CFP coursework or designation in progress preferred Marketing, branding, or social media experience a plus Must be local to the Denver metro area and able to work from the office most days Compensation & Benefits: Base salary: $75,000-$110,000 depending on experience and licensing On-target earnings: $85,000-$175,000 with performance-based bonuses Health, dental, and vision coverage Retirement benefits
$37k-71k yearly est. 26d ago
Financial Advisor
Grimes & Company Wealth Management
Finance advisor job in Denver, CO
Full-time Description Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add an experienced Financial Advisor to our dynamic and client-focused team. This is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and families achieve their financial goals. About the Role - candidates local to Denver, Colorado are encouraged to apply. As a Financial Advisor at Grimes & Company you will serve as a trusted partner, providing tailored investment and wealth management strategies while collaborating with our internal advisory team to deliver comprehensive financial solutions. You will have the support of a collaborative team of specialists across investment management, financial and retirement planning, and insurance, allowing you to deliver holistic, personalized advice that makes a lasting impact. If you're passionate about building meaningful client relationships, providing exceptional service, and helping clients navigate complex financial decisions, we want to hear from you. Key Responsibilities Build and maintain strong relationships with our valued clients, understanding their goals, risk tolerance, and financial priorities. Deliver customized financial and investment strategies that align with clients' long-term objectives. Partner with internal experts in financial planning, investments, and insurance Identify opportunities to grow client relationships and attract new business through referrals and networking. Stay current on market trends, regulations, and industry developments, communicating insights to clients. Ensure all client interactions and records meet compliance and fiduciary standards. Requirements Bachelor's degree required ; Minimum of 4 years of experiences as an Investment Adviser Representative (IAR) required ; CFP designation highly preferred; FINRA Series 65 license preferred but not required; Proven success in managing client relationships and delivering exceptional service. Strong knowledge of investment products, markets, and financial planning principles. Exceptional communication skills with the ability to simplify complex financial concepts. Highly organized, client-focused, and results-driven. Benefits We offer a comprehensive benefits package including: 401(k) retirement plan 401(k) match Health insurance Dental insurance Vision insurance Flexible spending accounts Life insurance Disability insurance Paid time off Parental leave Why Join Us? Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways. Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized. Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication. If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients! Salary Description $110,000-$200,000 per year
$37k-71k yearly est. 60d+ ago
Financial Advisor Entry Level
Greater Heartland Financial Group-Prudential Advisors
Finance advisor job in Denver, CO
Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join Greater Heartland Financial Group Prudential Advisors - Career Changer Opportunity About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry. About LPL Financial: LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients. About Greater Heartland Financial Group Prudential Advisors At Greater Heartland Financial Group - Prudential Advisors, were dedicated to making lives better by solving the financial challenges of our changing world. Recognized by Investment News as the 2024 Employer of Choice for Advisors, Prudential fosters a supportive, growth-focused environment where professionals from all backgrounds can thrive. For over 150 years, weve led the way in expanding access to investing, insurance, and retirement security, guided by our values of trust, customer focus, respect, and integrity. Our team also takes pride in giving back, raising funds each year for Childrens Harbor, a nonprofit supporting seriously ill children and their families. Join an award-winning firm, honored with Prudentials 2023 Firm Trophy, and start building a career that makes a lasting impact. Our growing offices are located: 12312 Olive Blvd., Suite 300, St. Louis, MO 63141 8000 S. Chester St. Suite 325, Centennial, CO 80112 About the Role: Are you seeking a career change and passionate about helping others secure their financial futures? As a Financial Advisor with Prudential, we provide comprehensive training, mentorship, and the resources to succeed in a thriving industry. This role is ideal for individuals with a driven spirit, a strong desire to help others, and the drive to grow personally and professionally. No prior experience or licenses are required to apply! We will guide you through obtaining the necessary licenses and certifications. As a Financial Advisor, youll have the opportunity to work with clients to provide personalized financial plans, covering areas such as retirement, insurance, and education planning. While most workdays are based in the office, we offer some flexibility to support hybrid arrangements, allowing you to balance productivity with occasional alternative work settings as needed. With the backing of Prudential and LPL Financial, you'll have access to robust tools and resources to build your practice and support your career growth. Top Reasons Career Changers Could Thrive Here: Commitment to Success: Our structured training program ensures that you gain the knowledge and skills necessary to excel in the financial services industry. Unmatched Support: With mentorship from experienced professionals, you'll receive guidance every step of the way. Personal and Professional Growth: We focus on developing your career with continuous learning and advancement opportunities, allowing you to build a lasting, successful practice. Making an Impact: Help clients achieve their financial goals while securing a better future for themselves and their families. Our Differentiators: Open Architecture System: We offer a fiduciary approach with no proprietary product requirements, giving you the autonomy to choose the best solutions for your clients. Growth Opportunities: Whether you choose to buy a book of business or build your own practice, we offer rare opportunities for long-term career success. FREE Leads: Gain access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you. Advanced Technology: Benefit from cutting-edge tools and software designed to streamline your business operations and deliver an exceptional client experience. Meet our team: Eric Baumert, Regional Director: Eric Baumert is Regional Director for Greater Heartland Financial Group, where he supports advisors in scaling their businesses and achieving long-term success. With a background in retirement and employee benefits, he focuses on practice growth, marketing, and advisor development. A graduate of the University of NebraskaLincoln, Eric lives in Wahoo with his wife, Kelsey, and their three children. He enjoys golf, family time, and cheering for the Huskers. Michael Alexander, Managing Director: Michael Alexander is Managing Director for Greater Heartland Financial Group, leading teams across Missouri, Kansas, Arkansas, and Nebraska. Since joining Prudential in 2001, he has earned multiple conference qualifications and guided his firm to three Citation Awards and the 2023 Presidents Trophy. With nearly 25 years in the industry, hes known for his leadership and involvement with NAIFA, FINSECA, and MDRTs Center for Field Leadership. Michael lives in St. Charles, Missouri, with his wife, Kira, and their twins. He enjoys hunting, fishing, golfing, and cheering on the Kansas City Chiefs. Elizabeth Walker-Sadler, Director of Business Development: Elizabeth Walker-Sadler is a strategic leader with over 20 years of experience helping advisors grow meaningful, purpose-driven practices. Before joining Greater Heartland Financial Group, she served as Vice President at Ameritas Investment Company, leading national advisor acquisition and regional expansion. Her career also includes leadership roles at Transamerica and T. Rowe Price. Known for her relationship-first approach, Elizabeth specializes in advisor transitions, succession strategy, and business development. Mark Koski, Regional Director: Mark Koski is Regional Director for Greater Heartland Financial Group, where he leads the Investment and Financial Planning pillar. Joining Prudential in 2013, he built a successful advisory career, earning MDRT status and multiple conference qualifications before stepping into leadership. Under his direction, the firms financial planning revenue has increased tenfold and earned the 2023 Presidents Trophy. Mark lives in Lake St. Louis, Missouri, with his wife, Kayleigh, and enjoys sports and outdoor activities. Adam Maddox, Associate Managing Director: Adam Maddox is Associate Managing Director for Greater Heartland Financial Group, where he coaches advisors on growth, branding, client engagement, and succession planning. A graduate of the University of Central Missouri and former baseball player, Adam brings teamwork and leadership to every advisor partnership. He lives in Prairie Village, Kansas, with his wife, their two children, and their dog. Outside of work, he enjoys golfing and Kansas City sports. Our Ideal Candidate: Youre passionate about making a difference in people's lives and dedicated to helping clients meet their financial goals. You possess an driven mindset and are eager to learn. No prior financial licenses? No problem! Well help you obtain the necessary certifications to succeed in this role. Youre ready to take ownership of your career, learn new skills, and build a meaningful practice. Qualifications: No prior financial licenses requiredtraining and support provided. A strong desire to help others and build relationships. Excellent communication skills and the ability to work well in a team environment. An driven spirit with the drive to achieve success. Position Benefits and Compensation: Competitive compensation with potential for performance-based bonuses. 401(k) with matching contributions. Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals. Medical, dental, and vision benefits, along with healthcare reimbursement accounts. Life insurance, accident insurance, and disability income coverage. Mutual fund investment plans and business development programs. Apply Today to Start Your Career as a Financial Advisor with Prudential! Flexible work from home options available.
$37k-71k yearly est. 1d ago
Cryptocurrency / Investment Advisor Denver, Colorado
Einstein Ai
Finance advisor job in Denver, CO
Einstein AI is one of the most unique Crypto companies in the World. We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Investors can choose to invest in one area only or allow us to assist in all 3. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. NFT Market is brand new we are assisting in buying selling art and gaming projects within the NFT space which is exploding. The NFT sector is optional for investors and becoming a part of our NFT portfolio. We are looking for brokers who have serious investors that want to invest in the space and build their net worth. On the retail side if brokers want to invest themselves there is a 5K minimum, Metamask is used in that environment to allow the accounts to grow more rapidly. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Our AI monitors/trades 10000+ coins 24/7 on Metamask and Exchange environments IE Binance, Coinbase. We work with clients all over the world and currently are in 80 countries. Our team is hiring wealth managers/brokers that assist clients in onboarding their portfolio and managing your existing client base. We are looking for a very select team of Brokers, worldwide to work closely with Einstein to onboard clients investing in Cryptocurrency Markets. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and work remotely anywhere in the world. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely and allowing you to focus on new clients. If you recognize the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game-changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close-knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that are currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however, I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 25k USD in BTC equivalent. We do not accept less than 25k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up connections to their existing exchange (31 Exchanges supported), Metamask, and NFT (Optional). All Brokers will receive residuals from profits billed to the client on the performance fee of 22%. Einstein AI does not have wallets on our system, they are on the client exchanges we connect the software into (API keys) themselves. Your funds never leave your trading account on Exchange (Binance, Coinbase etc) or Metamask; clients are in complete custody of the client at all times. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Cryptocurrency Market Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************
$61k-111k yearly est. 60d+ ago
Investment Banking Associate | Chemicals
FMI 4.3
Finance advisor job in Denver, CO
FMI Corporation is seeking a talented professional to join the Chemicals team of FMI Capital Advisors, the firm's investment banking group and registered broker/dealer. For over 65 years FMI has been the leading consulting and investment banking firm exclusively serving the engineering and construction industry. Our associates are placed on multiple M&A deal teams immediately upon joining the firm and play a critical role in each engagement. Clients hire FMI based on our unparalleled knowledge of the industry and access to leading firms. Successful associates thrive in our highly collaborative culture that rewards individual initiative and find unlimited opportunity for personal and professional success. This full-time opportunity supports the FMI Chemicals team, requires 10-20% travel and will be based in our Cherry Creek office in Denver, Colorado. * All applicants for employment must be legally authorized to work in the US on a full-time basis. Visa sponsorship is not available at this time. Responsibilities Conducting industry, market and company-specific research Performing financial analysis, valuation and financial modeling Participating in client-engagement meetings Developing transaction marketing materials, including pitch books, teasers, confidential information memorandums and management presentations Assisting in the execution of M&A transactions, including the preparation and management of virtual data rooms and the coordination of client and third-party due diligence Building relationships and maintaining contact with established and prospective clients and professional advisors Researching and writing articles for publication in firm and industry journals Performing other duties as assigned Qualifications Bachelor's degree required, major or concentration in business, finance, accounting or related field preferred 3+ years of investment banking, private equity or transaction accounting experience Solid quantitative and analytical skills, including financial accounting, modeling and analysis Experience with Pitchbook, S&P Capital IQ, and Deal Cloud is a plus Interest in the chemicals industry is preferred Experience with chemistry, chemical engineering or the chemical industry is a plus Proven leadership skills and the ability to exercise sound independent judgment Superior organizational and time management skills, and the ability to efficiently manage multiple projects in a fast-paced work environment Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills Demonstrated maturity, integrity and the ability to perform in a self-motivated, entrepreneurial environment, both individually and as a team player Compensation Information $140K-160K, depending on experience, plus annual bonus. FMI provides a comprehensive benefit package consisting of paid employee medical insurance, life insurance and LT disability, as well as other benefit elections. FMI's package includes a strong 401(k) plan, PTO, and parental leave benefit. FMI is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
$140k-160k yearly 60d+ ago
Advisor, Finance Operations (Medical Customer Rebates)
Cardinal Health 4.4
Finance advisor job in Denver, CO
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 31d ago
Investment Banking Associate: Technology
GLC 4.4
Finance advisor job in Denver, CO
GLC Advisors & Co. is a leading independent investment banking advisory firm delivering objective, senior-level expertise to successfully execute financial advisory assignments. The senior professionals at GLC have advised on over 900 transactions involving more than $800 billion in aggregate deal volume. The senior team at GLC has worked together over two decades and brings financial advisory experience from a variety of bulge bracket and elite boutique investment banks. GLC offers comprehensive services to its clients across many product areas including: Mergers & Acquisitions Financing / Debt Advisory Restructurings & Recapitalization Valuation and Fairness Opinions Our offices are located in New York, Denver, Los Angeles and San Francisco. For more information visit ************* Job Brief Our Denver office is looking for an exceptionally talented individual at the Associate level for our growing Technology practice. Associates work on small deal teams and have direct exposure to clients and senior bankers. Associates are expected to handle a high level of responsibility in the execution of M&A, financing and restructuring transactions. Consequently, we expect our Associates to embrace a fast-paced environment, a high-level of responsibility, and leadership in a team setting. Responsibilities Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. Responsibilities include: Planning, structuring and executing M&A and financing transactions Interfacing with clients as well as legal counsel to drive transaction execution Managing deal teams and working with analysts to develop information memorandums, financial models, valuation analyses and presentations Preparing presentations and analyses under tight timelines used for client interactions Qualifications Exceptional work ethic, intellectual curiosity, leadership and analytical aptitude Prior experience working as an analyst or associate within an investment bank is preferred but not required Demonstrable transaction and managerial experience preferred Proven self-starter Strong modeling and financial statement analysis skill Knowledge of Excel, Word, PowerPoint, Capital IQ, PitchBook, and other financial information tools Excellent written and oral communication skills Ability to work in a fast-paced environment Bachelor's Degree required We offer an exciting work environment with an entrepreneurial spirit. Benefits include healthcare, dental and vision coverage. The position is eligible for incentive bonus compensation. GLC Advisors is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, martial or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. GLC Advisors also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants.
$94k-136k yearly est. Auto-Apply 36d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Fort Collins, CO
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$54k-94k yearly est. Auto-Apply 60d+ ago
2026 Investment Banking Analyst
Class VI Partners
Finance advisor job in Denver, CO
Investment Banking Analyst Class VI Partners, LLC ("Class VI"), a member of FINRA, provides middle-market sell-side investment banking services, including M&A advisory, private capital raising services, business valuation, corporate advisory, and more. The firm is committed to empowering the entrepreneurial spirit through helping business owners across the nation achieve their dreams and aspirations. If your ideal career involves purpose-driven work with meaningful upside in a fast-growing organization with a unique culture, caring team, and very happy clients, you might thrive as an Analyst at Class VI. Employment Terms and Compensation Target all-in compensation of $95K - $115K, including base salary and target bonus. Generous benefits package offered. Bonus compensation is tied to both overall firm performance (i.e., revenue targets) and individual performance. We are an equal opportunity employer and we value diversity at our company. We do not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state or local laws. Job requirements Ideal Candidate Profile: Investment Banking Analyst Candidates considered for this role will be highly motivated self-starters who possess financial modeling skills, strong oral and written communication abilities, demonstrated time management skills, and the desire to work on a collaborative team. This role is designed to start in the summer of 2026, but there is flexibility in timing. The ideal candidate holds a relevant degree with a good academic track record (3.5 GPA or higher), has proficiency in Microsoft Excel and PowerPoint, and possesses a high level of interest in M&A. FINRA SIE and Series 79 licenses are a plus, but not required or expected. Authorization to work anywhere in the U.S. is required. As Class VI is a smaller firm, Analysts receive significant exposure to the entire sell-side M&A transaction process with countless opportunities for individual growth and development. Furthermore, each team member is frequently called upon to perform multiple functions outside of his or her stated responsibilities. At Class VI, Analysts are truly critical to each transaction process as well as the broader success of the firm. Analyst Job Responsibilities: • Building financial models and analyses, pitch decks, reports, presentations, and developing other materials essential to a successful sell-side M&A process • Honing your client management skills by attending frequent client meetings and calls while serving as the lead point of contact with clients for various data and information requests • Assisting with all aspects of the deal process, including managing timelines and third parties, due diligence and data room management, the creation of research-based bidder lists, and more • Contributing to firm-wide innovation initiatives and the improvement of internal processes and procedures Additionally, it is expected that an Analyst will perform in a manner consistent with the Class VI value system, core competencies, and performance objectives established below. The values to which each Class VI team member must adhere include: • Hustle / Humility / Relationships • Honesty / Integrity • Customer Excellence • Teamwork • Personal Accountability • Continuous Team and Individual Improvement • Fairness and Transparency • Hard Work and Balance All done! Your application has been successfully submitted! Other jobs
$95k-115k yearly 60d+ ago
Surrogacy Opportunity - Make an Impact and Earn Financial Rewards
Shining Light Baby 3.5
Finance advisor job in Boulder, CO
As a Shining Light Baby surrogate, you'll experience the amazing joy of helping create families while receiving exceptional support and care throughout your journey. Begin your extraordinary surrogacy journey with Shining Light Baby and become a part of something truly special. Who Can Become a Surrogate? To ensure a safe and healthy surrogacy journey, there are specific qualifications that must be met: Age: Between 21-40 years old. Pregnancy: Have had at least one successful pregnancy without complications. Support: Live in a stable and supportive environment. Health: Obtain approval from your OB/GYN. Lifestyle: Lead a healthy, non-smoking lifestyle. Benefits of Becoming a Surrogate With comprehensive support from our team at Shining Light Baby, you will be guided every step of the way, ensuring a positive and fulfilling experience. Embrace the chance to create lasting joy and become part of a beautiful story of love and life. Make a Difference: Experience the joy of helping intended parents achieve their dream of having a child Emotional Fulfillment: The surrogacy journey is deeply rewarding and life-changing Financial Compensation: Earn $75,000 or more for your time, effort, and commitment Comprehensive Support: Benefit from our extensive support network, including medical, legal, and emotional assistance About Us At Shining Light Baby, we believe in the power of giving the gift of life. Becoming a surrogate is an extraordinary journey filled with joy, fulfillment, and the opportunity to help build families. We are here to support you every step of the way. We pride ourselves on our personalized approach, understanding that every surrogacy journey is unique. Our experienced team is committed to ensuring that you are well informed, comfortable, and confident throughout the entire process. If you're ready to begin this incredible journey and make a profound impact on a family's life, we invite you to take the first step. Visit our website to find out if you qualify and our team will be in touch with you to guide you through the next steps.
$21k-28k yearly est. 7d ago
Summer 2024 Financial Services Internship
Dev 4.2
Finance advisor job in Greenwood Village, CO
Company DescriptionJobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Empower Job Description Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Our interns experience a wide range of opportunities during our 10-week summer internship program. We are looking for candidates who have an interest in the financial services industry and bring with them enthusiasm and passion for working in a fast-paced, growth-centric environment. Each intern will be paired with a manager, mentor, and executive sponsor for the summer and will present on a summer project at the end of the program. Interns are given opportunities to interact with senior leadership, learn about our various business areas, and network with peers and staff. During the internship, you will develop essential business acumen and engage with virtually all aspects of our business. Our internship program includes professional and personal development training workshops. Interested candidates should be currently enrolled in a college or university and seeking a bachelor's or master's degree with a minimum GPA of 3.0. Interns should be planning on attending the fall semester/quarter following the internship. While we prefer candidates interning with us between their junior and senior years, we will consider candidates earlier in their college career depending on their coursework completed and business needs. The internship program begins on Tuesday, May 28th and concludes on Friday, August 2nd. This is an on-site and in-person internship based in our Greenwood Village, CO office. This is a 40-hour-per-week role and is a paid position. Hourly wages are between $19.00 and $23.00 based on the level of schooling completed. What you will do Our Financial Services Internships are within our Workplace Solutions area of the business. This segment covers all elements of how Empower works with other companies and their employees (who are the participants in the company-sponsored 401k plans). These internships will entail investments, relationship management, participant communications, operations and implementation, and participant services. During your internship, you will grow in your understanding of the financial industry and gain exposure to how our business works. What you will bring Currently enrolled in a college or university Minimum 3.0 GPA required Available for a 10-week internship from May 28th to August 2nd Desire to experience an in-person office environment as part of your internship and ability to work in Greenwood Village, CO Interest in learning what it takes to be successful in business, particularly financial services Strong partnership skills with an ability to work collaboratively within a team and develop solid working partnerships with colleagues Self-directed and comfortable working independently on an internship project Proactively ask questions and seek help in order to successfully achieve goals and objectives while in an autonomous environment Approach work with a sense of curiosity Work with a customer service mindset and comfortable providing input to achieve goals Ability to see the intern project to conclusion What will set you apart Preferred majors include Business Administration, Finance, Economics or other relevant field Expected graduation date between December 2024 and May 2025 Applicants must be 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, including CPT/OPT. Thank you for your understanding. Due to the high volume of submissions we receive, we cannot contact each person who submits a resume for consideration. Identifying the right people for the right roles can take time, so we thank you in advance for your patience. Base Salary Range $28,100.00 - $38,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Onsite
$28.1k-38.6k yearly 60d+ ago
Summer 2026 Commercial Banking Intern Denver, CO
South State Bank
Finance advisor job in Denver, CO
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! Program Overview: Our Commercial Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to Commercial Banking operations, strategies, and career opportunities. Interns will collaborate with seasoned professionals within our Commercial Banking team, gaining hands-on exposure to market-leading financial solutions and industry insights that drive client success and community impact. Throughout the program, we prioritize your professional growth, equipping you with the skills and knowledge needed to advance your career. You'll develop a deep understanding of our corporate and credit culture while engaging in professional development, analytical training, networking, and community involvement. Key program components include: * Onboarding Week: Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our business. * Hands-On Experience: Work alongside high-performing teams, participating in daily activities to build analytical skills and gain insight into critical banking processes. * Mentorship & Support: Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally. * Speaker Series: Hear from senior leaders about industry trends and how to maximize your internship experience. * Networking Opportunities: Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives. In This Role, You Will: * Participate in internship program activities, including workshops, training sessions, and special projects. * Conduct market research and financial analysis to identify client needs and recommend tailored banking solutions. * Assist with financial spreads, due diligence on potential borrowers or guarantors, and loan document reviews to support client transactions. * Collaborate with relationship managers, credit analysts, and team leaders to contribute to real-time business initiatives. * Support marketing activities to enhance client engagement and promote banking services. * Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment. Qualifications and Education Requirements: * Education: 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor's degree in Business Management, Mathematics, Accounting, Finance, or a related field; Rising Senior graduating in 2027. * Skills: Proficient in Microsoft Excel and Word; strong analytical mindset and eagerness to learn. * Attributes: Detail-oriented, proactive, and able to work effectively under pressure. Training Requirements: * Complete mandatory new hire compliance training and New Employee Orientation. Physical Demands: * Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This internship provides a unique opportunity to immerse yourself in Commercial Banking, build a professional network, and develop skills that will propel your career forward. Join us to make a meaningful impact while gaining invaluable experience! WORK ENVIRONMENT This position is onsite in an office environment 5 days a week: 40hours a week. In accordance with Colorado law: Colorado pay for this position is anticipated to be between $33,743.00 - $50,614.00 , actual offers to be determined based on applicant's skills, experience and education. While the anticipated deadline for the job posting is 11-07-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date. Benefits | SouthState Careers Equal Opportunity Employer, including disabled/veterans.
$33.7k-50.6k yearly 60d+ ago
Summer 2026 Commercial Banking Intern Denver, CO
Southstate Bank
Finance advisor job in Denver, CO
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! Program Overview:Our Commercial Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to Commercial Banking operations, strategies, and career opportunities. Interns will collaborate with seasoned professionals within our Commercial Banking team, gaining hands-on exposure to market-leading financial solutions and industry insights that drive client success and community impact.Throughout the program, we prioritize your professional growth, equipping you with the skills and knowledge needed to advance your career. You'll develop a deep understanding of our corporate and credit culture while engaging in professional development, analytical training, networking, and community involvement. Key program components include: Onboarding Week: Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our business. Hands-On Experience: Work alongside high-performing teams, participating in daily activities to build analytical skills and gain insight into critical banking processes. Mentorship & Support: Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally. Speaker Series: Hear from senior leaders about industry trends and how to maximize your internship experience. Networking Opportunities: Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives. In This Role, You Will: Participate in internship program activities, including workshops, training sessions, and special projects. Conduct market research and financial analysis to identify client needs and recommend tailored banking solutions. Assist with financial spreads, due diligence on potential borrowers or guarantors, and loan document reviews to support client transactions. Collaborate with relationship managers, credit analysts, and team leaders to contribute to real-time business initiatives. Support marketing activities to enhance client engagement and promote banking services. Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment. Qualifications and Education Requirements: Education: 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor's degree in Business Management, Mathematics, Accounting, Finance, or a related field; Rising Senior graduating in 2027. Skills: Proficient in Microsoft Excel and Word; strong analytical mindset and eagerness to learn. Attributes: Detail-oriented, proactive, and able to work effectively under pressure. Training Requirements: Complete mandatory new hire compliance training and New Employee Orientation. Physical Demands: Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This internship provides a unique opportunity to immerse yourself in Commercial Banking, build a professional network, and develop skills that will propel your career forward. Join us to make a meaningful impact while gaining invaluable experience!WORK ENVIRONMENTThis position is onsite in an office environment 5 days a week: 40hours a week. In accordance with Colorado law: Colorado pay for this position is anticipated to be between $33,743.00 - $50,614.00 , actual offers to be determined based on applicant's skills, experience and education.While the anticipated deadline for the job posting is 11-07-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date. Benefits | SouthState Careers Equal Opportunity Employer, including disabled/veterans.
$33.7k-50.6k yearly Auto-Apply 60d+ ago
Financial Analyst Intern, application via RippleMatch
Ripplematch Internships 3.9
Finance advisor job in Denver, CO
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
$33k-52k yearly est. Auto-Apply 59d ago
Financial Consultant, National Investor Center - Greenwood Village, CO
Fidelity Investments 4.6
Finance advisor job in Arvada, CO
Job Description:Phone Financial Consultant “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion andrespect.” Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career?With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you withkey product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your RoleWe work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in YouWe believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the OrganizationAs the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.While you build relationships here, you will also be building your career!We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.The base salary range for this position is $58,000 - $58,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales
$58k-58k yearly 1d ago
Investment Banking Analyst | Class of 2026
FMI 4.3
Finance advisor job in Denver, CO
FMI is a leading consulting and investment banking firm dedicated to serving the built environment. By joining us, you'll tap into our more than 70-year history of improving the industry and immediately help drive innovation in engineering, construction, infrastructure and related sectors. Our entrepreneurial culture values relationships and our clients turn to us for our industry-specific expertise that delivers results. We are seeking a talented professional to join FMI Capital Advisors, the firm's investment banking group and registered broker-dealer. Clients engage FMI for our unmatched industry knowledge and access to leading firms. As an Analyst, you will serve as a generalist supporting multiple sector coverage teams, playing a key role in each engagement. Successful Analysts thrive in our collaborative environment that values initiative, curiosity, and teamwork. This is a full-time opportunity based in our Denver, Colorado office, with an anticipated start date in August or September 2026. All applicants for employment must be legally authorized to work in the US on a full-time basis. Visa sponsorship is not available at this time. Responsibilities Supporting multiple sector coverage teams in business development activities Meticulously documenting client and transaction activity Conducting industry, market and company-specific research Performing financial analysis and financial modeling Preparing transaction marketing materials, including pitch books, teasers, confidential information memorandums, and management presentations Conducting preliminary valuation work Researching investment opportunities in various construction industry niches Providing support to members of the investment banking group and other duties as assigned Managing multiple projects efficiently and independently in a fast-paced work environment Qualifications Bachelor's degree required with a graduation date of Summer 2026 or earlier Strong proficiency in MS Office (Word, PowerPoint, Excel) Solid quantitative, analytical and critical thinking skills Ability to create and analyze financial and valuation models Previous investment banking internship experience desired Ability to research and analyze industry and company data, trends and news to draw thoughtful and compelling conclusions A “raise your hand” mentality - the first to volunteer for or request a new assignment Demonstrated interest in the building and construction industry, broadly defined Ability to manage multiple projects efficiently and independently in a fast-paced work environment Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills Demonstrated maturity, integrity, and the ability to perform in an entrepreneurial environment, both individually and as a team player The base salary for this role is $80,000 plus bonus opportunity. FMI provides a comprehensive benefit package consisting of paid employee medical insurance, life insurance, and LT disability, as well as other benefit elections. FMI's package includes a strong 401(k) plan, PTO, and parental leave benefit. FMI is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
$80k yearly 19d ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Boulder, CO?

The average finance advisor in Boulder, CO earns between $28,000 and $95,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Boulder, CO

$52,000

$28,00010%

$52,000Median

$95,00090%

What are the biggest employers of Finance Advisors in Boulder, CO?

The biggest employers of Finance Advisors in Boulder, CO are:

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Finance advisor jobs in Boulder, CO

Financial Advisor

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Financial Advisor

2026 Investment Banking Analyst

Surrogacy Opportunity - Make an Impact and Earn Financial Rewards

Summer 2024 Financial Services Internship

Summer 2026 Commercial Banking Intern Denver, CO

Summer 2026 Commercial Banking Intern Denver, CO

Financial Analyst Intern, application via RippleMatch

Financial Consultant, National Investor Center - Greenwood Village, CO

Investment Banking Analyst | Class of 2026

Learn more about finance advisor jobs

How much does a finance advisor earn in Boulder, CO?

What are the biggest employers of Finance Advisors in Boulder, CO?