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  • 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. 10d ago
  • Financial Advisor - Denver, CO

    Corebridgefinancial

    Finance advisor job in Denver, CO

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work Job Description Financial Advisor Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what do, and we believe you will too. We provide the book of business. You build the possibilities. Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as a Financial Advisor: Meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies. To help you get started, we offer the resources needed to build your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients. High school diploma or GED, Bachelor's degree preferred Two plus years of experience working as a Financial Advisor A successful sales track record FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66 Active state life, health & variable license We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At COREBRIDGE FINANCIAL, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** #LI-SAFG #LI-Remote #LI-CBF This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Applications will be accepted for this position until a satisfactory candidate pool has been identified. Functional Area: SC - Sales CommissionEstimated Travel Percentage (%):Relocation Provided:The Variable Annuity Life Insurance Company
    $37k-71k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Grimes & Company Wealth Management

    Finance advisor job in Denver, CO

    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. Recently named one of the 2025 Best RIAs to Work For, 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 experience 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. 15d ago
  • Financial Advisor - Denver, CO

    Corebridge Financial Inc.

    Finance advisor job in Denver, CO

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work Job Description Financial Advisor Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what do, and we believe you will too. We provide the book of business. You build the possibilities. Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as a Financial Advisor: * Meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies. To help you get started, we offer the resources needed to build your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients. * High school diploma or GED, Bachelor's degree preferred * Two plus years of experience working as a Financial Advisor * A successful sales track record * FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66 * Active state life, health & variable license We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At COREBRIDGE FINANCIAL, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** #LI-SAFG #LI-Remote #LI-CBF This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Applications will be accepted for this position until a satisfactory candidate pool has been identified. Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Relocation Provided: The Variable Annuity Life Insurance Company
    $37k-71k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance advisor job in Denver, 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $54k-94k yearly est. Auto-Apply 15d 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: Gaming, Media & Technology

    GLC 4.4company rating

    Finance advisor job in Denver, CO

    Investment Banking Associate at GLC Advisors & Co., LLC (View all jobs) 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 Gaming, Technology and Entertainment 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 corporate finance transactions Interfacing with clients as well as legal counsel to drive transaction execution Managing deal teams and working with analysts to develop 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, Bloomberg 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 salary range is $150,000-170,000 and the position is eligible for incentive bonus compensation. We look forward to hearing from qualified candidates. This application window is ongoing. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    $150k-170k yearly Auto-Apply 60d+ ago
  • Investment Banking Associate | Chemicals

    FMI 4.3company rating

    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

    Cardinal Health 4.4company rating

    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_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_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:** 02/06/2026 *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 10d 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 3.5company rating

    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
  • Wealth Advisor Associate Intern

    Mission Wealth Management LP

    Finance advisor job in Denver, CO

    As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor's degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP! As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You're articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as Wealth Advisor Associate Intern: Work with a high-performing & growth-oriented team of advisors Provide technical financial support to the advisor team Contribute to research projects Create client presentation materials Be exposed to ongoing client service, sales presentations, and new client onboarding Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions What You Bring as Wealth Advisor Associate Intern: Self-starter with a proactive approach to asking questions and problem solving Basic knowledge base across investments, economics, accounting, and financial planning A desire to learn more about the wealth management industry Excellent attention to detail, multi-tasking, and time management skills Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis Outstanding ability to communicate, present, and influence your team Requirements: Graduation date in the Spring of 2027 Able to commit 15-29 hours a week throughout your Senior year Start date in May 2026 Job Type: Part-time, hourly, non-exempt Location: This position is based out of our office in Denver. This is an in-office position. Salary: $22/hour Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!
    $22 hourly Auto-Apply 35d ago
  • Summer 2024 Financial Services Internship

    Dev 4.2company rating

    Finance advisor job in Greenwood Village, CO

    Jobs 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 16h ago
  • Financial Analyst Intern, application via RippleMatch

    Ripplematch Internships 3.9company rating

    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 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance advisor job in Colorado Springs, 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-95k yearly est. Auto-Apply 60d+ ago
  • Advisor, Finance Operations (Medical Customer Rebates)

    Cardinal Health 4.4company rating

    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 45d ago
  • Investment Banking Associate: Technology

    GLC 4.4company rating

    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 50d ago
  • Investment Banking Analyst | Class of 2026

    FMI 4.3company rating

    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 33d ago
  • Wealth Advisor Associate Intern

    Mission Wealth Management LP

    Finance advisor job in Denver, CO

    Job Description As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor's degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP! As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You're articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as Wealth Advisor Associate Intern: Work with a high-performing & growth-oriented team of advisors Provide technical financial support to the advisor team Contribute to research projects Create client presentation materials Be exposed to ongoing client service, sales presentations, and new client onboarding Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions What You Bring as Wealth Advisor Associate Intern: Self-starter with a proactive approach to asking questions and problem solving Basic knowledge base across investments, economics, accounting, and financial planning A desire to learn more about the wealth management industry Excellent attention to detail, multi-tasking, and time management skills Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis Outstanding ability to communicate, present, and influence your team Requirements: Graduation date in the Spring of 2027 Able to commit 15-29 hours a week throughout your Senior year Start date in May 2026 Job Type: Part-time, hourly, non-exempt Location: This position is based out of our office in Denver. This is an in-office position. Salary: $22/hour Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!
    $22 hourly 7d ago

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How much does a finance advisor earn in Castle Rock, CO?

The average finance advisor in Castle Rock, 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 Castle Rock, CO

$51,000
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