A leading financialadvisory firm in Denver is seeking a Senior FinancialAdvisor to provide fee-based financial advice and asset management. The role involves evaluating client needs and presenting tailored recommendations. Ideal candidates will have direct client-facing experience in wealth management and be able to build strong client relationships. The position offers a competitive compensation package, including a base salary and performance-based bonuses, along with comprehensive benefits. Applicants should possess an active Series 65 and a willingness to obtain insurance licenses.
#J-18808-Ljbffr
$74k-121k yearly est. 1d ago
Looking for a job?
Let Zippia find it for you.
Financial Analyst
Remax 4.2
Finance advisor job in Denver, CO
RE/MAX Holdings is seeking a skilled and driven Financial Analyst with 2+ years of experience to join our FP&A team. This mid-level role is responsible for leading financial planning and analysis across key business segments, with a focus on strategic forecasting, performance measurement, and cross-functional collaboration. The ideal candidate will bring a strong analytical foundation, proven experience in corporate finance, and the ability to translate complex data into actionable insights that influence decision-making at all levels of the organization.
This position requires a proactive mindset, ownership of financial deliverables, and the ability to partner effectively with stakeholders across departments. You'll play a critical role in budgeting, forecasting, variance analysis, and executive reporting, while also contributing to strategic initiatives and process improvements.
Key Responsibilities
Lead financial planning processes including annual budgeting, rolling forecasts, and long-range planning for assigned business units.
Partner with department leaders to develop accurate forecasts, identify cost-saving opportunities, and support strategic initiatives.
Perform detailed monthly variance analysis between forecast, budget, and actuals; investigate root causes and recommend corrective actions.
Prepare and present financial reports and dashboards to senior leadership, highlighting key performance drivers and trends.
Build and maintain complex financial models to evaluate business cases, investment opportunities, and strategic initiatives.
Collaborate with cross-functional teams to improve forecasting accuracy and drive operational efficiency.
Support executive leadership with ad-hoc analysis, scenario modeling, and strategic recommendations.
Contribute to the development of new reporting templates and tools
Continuously identify and implement process improvements to enhance the quality and impact of FP&A activities.
Qualifications & Skills
Required: Bachelor's degree in Finance, Accounting, Economics, or related field.
Required: Minimum of 2+ years of experience in a Financial Analyst role, preferably within corporate FP&A.
Proven experience in budgeting, forecasting, financial modeling, and performance analysis.
Strong business acumen and ability to influence stakeholders through data-driven insights.
Advanced proficiency in Microsoft Excel and PowerPoint.
Experience with Oracle/Hyperion, PBCS, and Tableau or SQL is a plus.
Solid understanding of financial statements and GAAP accounting principles.
Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences.
Highly organized, detail-oriented, and capable of managing multiple priorities independently.
Demonstrated ability to work collaboratively across teams and contribute to a culture of continuous improvement.
Compensation & Benefits
Hire Range/Rate:
Final compensation will be based on experience, skills, and location. Additional compensation may include bonus eligibility.
Benefits Include:
Competitive medical, dental, and vision coverage
401(k) and Roth 401(k) with company match
Health savings account with company contribution
Flexible spending accounts
Paid parental leave (maternity, adoption, foster)
Educational assistance and student loan support
Paid holidays and flexible time-off program
ClassPass discount and monthly subsidy
And more!
About RE/MAX Holdings
RE/MAX is the #1 real estate brand in the world, empowering entrepreneurs through industry-leading tools, training, and technology. Join a company where your ideas are valued, your contributions matter, and your career can thrive.
Hire Range/Rate:
$70,000 - $83,000
Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX, LLC total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility.
Competitive Medical, Dental, and Vision benefits
Retirement plans with optimal company match
Annual bonus/merit opportunity
Educational Assistance
Mental Health support program
O.R.E. Events offered in-person and virtually
Mentorship program
Employee Resource Groups
Community Engagement
Diversity, Equity, and Inclusion
Parenting
Remote
Women at REMAX
RE/MAX, LLC & Motto Mortgage
Now is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your
RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas!
RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
*As measured by transactions sides
Application Deadline: January 22, 2026
$70k-83k yearly 5d ago
Investment Banking Experienced Analyst
Selby Jennings
Finance advisor job in Denver, CO
About the Opportunity
Our client, a leading healthcare-focused investment banking firm with deep expertise in mergers and acquisitions, debt and equity capital raises, and leveraged buyouts, is seeking a talented Analyst to join their growing team. This is an exceptional opportunity for a motivated professional to play a critical role in supporting senior bankers on high-profile transactions across the healthcare sector, including middle-market M&A, private equity, and corporate finance.
Key Responsibilities
Conduct research and prepare analyses on companies, industries, capital markets, historical financials, and prospective financial data.
Develop financial models, valuation analyses, debt and capital adequacy assessments, marketing materials, and client presentations.
Support transaction due diligence and related project execution.
Assist in researching and preparing pitch books for prospective clients, industries, and advisory initiatives.
Maintain and enhance databases for financing sources, investors, and clients to streamline deal marketing and execution.
Identify and evaluate deal-appropriate investors.
Mentor junior analysts and interns.
Ideal Candidate Profile
Minimum 1 year of investment banking experience required.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Strong skills in financial modeling, financial statement analysis, and valuation techniques.
Excellent written and verbal communication skills.
Ability to manage multiple projects under pressure and meet deadlines.
Demonstrated success in executing financial and operational due diligence.
Ability to thrive in a fast-paced, team-oriented environment.
Must be in Denver, CO or willing to relocate.
$53k-87k yearly est. 5d ago
Investments Associate / Senior Living Experience
Morningstar Senior Living 3.8
Finance advisor job in Denver, CO
At MorningStar Senior Living, we talk a lot about culture. In fact, we rather obsess about it. For without a transformative culture, we cannot begin to elevate and celebrate the lives of our resident-heroes, and be ourselves changed for the good in the process. So, we seek great hearts, other people like us, who care and want to do work that matters. We select people like us who believe that the most satisfying life is one that is outward-bound and rooted in servant-leadership.
JOB SUMMARY
Investments Associate will play a critical role in driving MorningStar Senior Living's growth and performance across its portfolio of senior housing communities. This position will oversee investment analysis, asset management strategies, and execution of large-scale initiatives to maximize value creation. The ideal candidate has working experience in Senior Living industry, is a strategic thinker with strong financial acumen, deep understanding of real estate investments, and proven ability to manage complex projects and relationships.
DUTIES AND RESPONSIBILITIES OF THE POSITION
Investment Management
Lead underwriting and financial analysis for acquisitions, developments, and recapitalizations.
Support deal execution for actionable projects including due diligence, LOI negotiations, and closing processes.
Monitor market trends and identify new investment opportunities aligned with company growth objectives.
Asset Management
Oversee large-scale CapEx planning and execution across multiple communities.
Manage 5-year CapEx plans, physical plant compliance, and TELS usage.
Drive performance optimization through rate management, and annual rate increase reporting.
Lead strategic planning and follow through for focus communities.
Implement proactive strategies for internal transactions and capital call management.
Financial & Operational Oversight
Prepare templates and review monthly reporting packages and performance dashboards.
Lead initiatives for revenue optimization and expense control across the portfolio.
Support equity relationships and investor reporting requirements.
Stakeholder Engagement
Maintain and create strong relationships with capital partners.
Coordinate with internal teams and external partners to ensure alignment on investment and asset management strategies.
Participate in regular calls and updates with equity partners and internal leadership.
Job Qualifications
Demonstration of our Core Values: Love, Kindness, Honesty, Goodness, Fairness, Respect
Bachelor's degree in Finance, Real Estate, Business, or related field.
Senior housing experience strongly preferred.
4+ years of experience in real estate investments and asset management, preferably in senior housing or healthcare real estate.
Strong financial modeling and analytical skills; proficiency in Excel and financial software.
Excellent communication and relationship management skills.
Ability to manage multiple projects and deadlines in a fast-paced environment.
Compensation
· This position will be a full-time position eligible for MorningStar's full benefit package. See: ************************************************
· This position will be paid hourly at a wage dependent upon the person's experience and applicable skills. It is expected the range will be $85,000 - 95,000 annually
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
To learn more about our client offerings visit: Charles Schwab - Investor Services.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$70k-125k yearly est. 1d ago
Investment Banking Associate
Plante Moran 4.7
Finance advisor job in Denver, CO
Count on us.Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks.
Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.
We're looking for a problem solver focused on quality and accuracy with a passion for investment banking. If you enjoy data analysis, supervisory responsibilities, and how data can inform a transaction, this associate position might be right for you.
PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms.
Our team of professionals has more than 230+ years of industry experience and is organized by industry, with specializations in Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, and Healthcare. We bring up-market analysis, strategy, and capability to the middle market by:
Fostering a deep and trusting relationship with each client.
Providing continuous senior level involvement throughout the process.
Developing supported positioning points aligned with value drivers and growth opportunities.
Identifying potential impact risk factors and creating mitigating strategies.
Leveraging the deep industry experience.
Providing on-the-ground global coverage through our international colleagues through Corporate Finance International.
As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks.
Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.
Your role.
You will be responsible for providing various qualitative and data-driven components for the development of M&A transactions.
Your work will include, but not be limited to:
Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities
Developing various analytical and data-driven components for the development of M&A transactions
Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development
Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility
Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company
Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients
Participation in strategic discussions surrounding the transaction.
The qualifications.
Bachelor's degree in accounting or finance, MBS preferred but not required
At least 3 years work experience in investment banking or transactional related field is required.
Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity.
What makes us different?
Expertise. Integrity. Results.
These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding.
We live and work by the Golden Rule
We offer a work-life balance that is generally not available with large investment banks
We have a promote from within mentality with opportunities for advancement
This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel.
The regulatory notices below include all affiliated entities of Plante Moran, including PMCF Advisors.
What makes us different?
Expertise. Integrity. Results.
These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding.
We live and work by the Golden Rule
We offer a work-life balance that is generally not available with large investment banks
We have a promote from within mentality with opportunities for advancement
PMCF is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.PMCF is an Equal Opportunity Employer.
PMCF maintains a drug-free workplace.
Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of PMCF.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review theposition location for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in IL, MA or CO is: $135,000.00 - $155,000.00
#LI-KN1
#LI-Onsite
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, it will help deliver a high-touch, highly personalized experience designed to support our clients.
Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base.
This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening-an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology.
This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve.
What You Will Do
Deliver a personalized, high-touch client experience for Empower clients, supporting both proactive and reactive engagements related to onboarding, financial planning, and investment strategy.
Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team, ensuring a seamless and proactive experience.
Strengthen client relationships by managing ongoing communications, anticipating needs, and serving as a consistent point of contact in coordination with your Practice Lead and Client Experience Specialist.
Identify planning opportunities based on client conversations and data insights; lead the information-gathering process to support timely and relevant recommendations.
Provide financial planning tailored to each client's unique goals-delivering guidance independently or in collaboration with your practice team, depending on complexity and client preference.
Support the implementation and monitoring of investment strategies aligned with client objectives and risk profiles; remain up to date on market developments, economic conditions, and regulatory changes.
Collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence.
What You Will Bring
Bachelor Degree in Business or related discipline or equivalent experience
4+ years related work experience in financial services and/or customer experience
FINRA Series 7, 63, and 65 FINRA registrations required
FINRA fingerprinting required
Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills.
Exceptional at delivering effective client consultations - always composed, professional, and skilled at establishing trust and building long-term client relationships.
Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients.
Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems.
What Will Set You Apart
CFP, CRPC, preferred
Prior experience as a high performing FinancialAdvisor & Planner, serving our Premier/Brokerage clients
***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.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financialadvisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$65,600.00 - $92,675.00
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.***
Job Posting End Date at 12:01 am on:
02-14-2026
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.
$65.6k-92.7k yearly 2d ago
Supervision and Regulation Intern- Bank Examiner
Federal Reserve Bank of Kansas City 4.7
Finance advisor job in Denver, CO
CompanyFederal Reserve Bank of Kansas CityChallenging and Rewarding Work | Commitment to Integrity and Service | Leadership Opportunities Consider a career with an organization focused on promoting a healthy regional and national economy. As an intern, you will directly contribute to the trust and confidence in the nation's financial system through challenging work assignments and rewarding professional experiences. We focus on personal development and growth and reward high performance with increasingly complex assignments and promotional opportunities.
The internship opportunities will be available in all branches across the 10th district and will last approximately 10 weeks.
Key Activities:
* Completes a variety of projects and assignments,similar tothose handled by full-time staff.Projects range from quantitative analytical work toqualitative presentations and write-ups.Examples include assisting on bank examinations by conducting financial analysis and reviewing compliance with lawsandregulations, including those focused on consumer protection, evaluating statutory and other relevant factors that must be considered in connection with processing a bank application, and providing continuous improvement recommendations on the use of internal websites and automated tools.
* Presents oral and written findings and assessments to Federal Reserve Bank Management.
Requirements:
* Undergraduate or graduate students within one year of graduation with a degree in finance,accounting, economics, or a business-related field.
* Strong written and verbal communication, analytical, problem solving, initiative, and leadership skills.
* Ability to work independently or in a team environment.
* Proficient computer skills in programs including, but not limited to, Word,Excel, and PowerPoint.
Please attach the following with your application:
Resume
Unofficial Transcript
Cover Letter - Optional
Note:You will not be able to attach documents after application submission.
Posting Close Date: Thursday, March 5, 2026
Additional Information
How We Work:
On-site, full-time with 5 days per month remote work flexibility
Location(s):Kansas City, MO- Denver, CO- Oklahoma City, OK- Omaha, NE
Remote Only Eligible: No
Pay Rate:
$21.00 per hour
Final offers aredeterminedby factors including the candidate's qualifications, internal alignment considerations, district assignment, and geographic location.
ScreeningRequirements:In some cases, positions require access to confidential supervisory information, access to which is limited to "Protected Individuals" as defined by regulation of the Board of Governors of the Federal Reserve System, 12 CFR 268.205. Protected Individuals include, but are not limited to, U.S. citizens, U.S. nationals, and lawful permanent resident aliens (also known as "green card holders") who are eligible for and seeking United States citizenship within the requisitetimeframes.
Bank employees may not own or control, directly or indirectly, any debt or equity interest in a depository institution and, in certain assignments, in a primary dealer of government securities. A "depository institution" means a bank, a trust company, or any institution that accepts deposits, including a bank chartered under the laws of a foreign country. This restriction also applies to an employee's spouse or minor child. Prospective hires will berequiredto abide by this restriction and may be asked to divest of their financial holdings as a condition of employment.
Sponsorship:Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
About Us
Who We Are
What We Do
Follow us on
LinkedIn
, Instagram,
X (formerly Twitter)
, and
YouTube
Full Time / Part TimeFull time Regular / TemporaryTemporaryJob Exempt (Yes / No) NoJob CategoryInternship Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (FRS) or through verified Federal Reserve Bank social media channels.
Privacy Notice
$21 hourly 1d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Denver, CO
Becoming a financialadvisor 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 financialadvisor, 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 financialadvisor, 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 financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, 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 FinancialAdvisors 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 14d ago
Investment Banking Associate: Gaming, Media & Technology
GLC 4.4
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 financialadvisory 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 financialadvisory 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
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance advisor job in Denver, CO
**_What Financial Planning & Analysis 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.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**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:** 1/21/2026 *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.
_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 (***************************************************************************************************************************
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
Investments Intern - Summer 2026
Gip
Finance advisor job in Denver, CO
About Us: The Garrett Companies is a full-service multifamily development, construction, and property management team with offices in Denver (CO), Indianapolis (IN), and Nashville (TN). We develop, build, and manage multifamily projects in 22 states - working together at every level to become the most successful multifamily developers in the country. Our superior strategies and award-winning culture span across 18,000+ apartments to date, and our expert trend forecasting helps us deliver living options that quickly find success in their unique markets. To make living and investing in our properties even better, we pair that expertise with mixed-use, retail, office, and restaurant development through trusted partners and in-house brands. At The Garrett Companies, we are passionate about turning visions into reality! As leaders in the multifamily industry, we pride ourselves in creating communities that positively impact the markets we are in, and our residents can proudly call home.
What You'll Be Doing:
The Investments Intern focuses on the financial underwriting and predevelopment aspects of multifamily development projects. The primary goals for an Investment Intern are to assist and provide support with the process of identifying new sites that meet development criteria, determining the best yield vs risk for those sites, and minimizing risk by promptly performing an essential set of due diligence items for each potential development. Major Objectives:
Gain Practical Investment Experience: Focus on the financial underwriting and predevelopment aspects of multifamily development projects.
Conduct Market Research and Analysis: Prepare market analysis reports and demographic analysis. Analyze data and gather information utilizing internal databases, real estate software, and external network.
Enhance Financial Modeling Skills: Build and refine financial models to forecast investment returns and assess project feasibility.
Support Due Diligence Efforts: Interpret data by considering land price, construction costs, stability, yield, economic influences, potential investment-risk trends and other factors that could impact the outcome of the investment.
Specific Duties & Responsibilities:
Due diligence research on rent, expenses, utilities, taxes and pre-development fees.
Analyze development and acquisition projects using Excel modeling spreadsheets.
Support investment team members.
Assist with various ad-hoc financial analysis.
Monitor research of US markets regarding rent, employment, impact fees, taxes, permits, and supply and demand trends (includes review and analysis of demographic software).
Assist development and management teams on other projects, as needed. (i.e., acquisitions, student housing, tax credit, HUD financing, budgets, management fee analyses, etc.)
What We're Looking For: You are driven, actively demonstrating your willingness to learn from both from the internship program curriculum and from the team of professionals you will work alongside. You are:
A Passionate Learner: Eager to learn - bring your enthusiasm and curiosity!
A Team Player: Ability to collaborate effectively with others - teamwork is essential.
Detail-Oriented: Strong attention to detail and organizational skills - accuracy matters.
Have a Proactive Attitude: Self-motivated and proactive - take initiative and contribute positively to the team.
Skills for Success:
Strong Excel skills and related macro programming, power point, web search engines.
Strong written and verbal skills.
Ability to handle multiple tasks and for multiple projects.
Ability to work independently and with team of professionals as needed.
Educational Background:
Currently enrolled in Bachelor's or Master's degree in accounting, statistics, finance, mathematics or some other relevant field.
Must be an excellent verbal and written communicator.
Skills and experience with marketing, public speaking, and presentations is a plus.
Prerequisites (these are the most important items):
Positive attitude.
Relentless problem-solving skills.
Will never claim the work of others as their own.
We are trend setters and standards breakers. Our intent is to consistently surprise our audiences by being excellent.
Ability to anticipate.
Understanding the difference between causation and correlation.
We are all broom pushers. Every member of our team is willing to work and support at all levels.
Perks of the Internship:
Real-World Experience
Mentorship: Learn from industry experts and build relationships that will help facilitate your career.
Growth and Learning: At The Garrett Companies, we believe that Culture = People. That's why we provide an array of opportunities for our interns to grow as individuals, including applicable learning opportunities, professional development, and more.
$40k-70k yearly est. 60d+ ago
Financial Field Analyst - Vivage Corporate
Vivage
Finance advisor job in Lakewood, CO
Vivage Senior Living is recognized as a national leader driving high quality service for seniors, their families, and our employees. "Vivage” means "celebrating aging” inspiring our focus to create innovative and customer-driven models filled with personalized and meaningful living experiences. We are a senior health care, solution driven company servicing 30+ facilities in the state of Colorado.
WHAT'S IN IT FOR YOU AS A VIVAGE EMPLOYEE?
Competitive Salary
Flexible working hours
Daily Pay Advance Option Available
Holiday Pay (when working on a major holiday)
Sick time pay accrual
Paid Time Off
Health, Dental, Vision, and More
OVERVIEW OF THE ROLE
The primary responsibility of your job position is to assume responsibility for financial consulting oversight of the facility business office, including Accounts Receivable, Accounts Payable, and Resident Trust. Performs internal audit services for client facilities following current federal, state and local standards, guidelines and regulations that govern long term care and assisted living facilities.
KEY RESPONSIBILITIES
Monitor assigned facility business office performance and compliance in all aspects of A/R, A/P, and RTA functions.
Monitor assigned facilities for A/R: DSO, billing submission timelines, triple check processes, private pay policy compliance, ADR/RAC monthly calls, billing compliance and A/R review notes.
Monitor assigned facilities for A/P spend downs, check registers, petty cash, and GL coding.
Attend assigned Vivage Community Operations Report (COR) and In-House A/R reviews as scheduled.
Conduct Resident Trust compliance reviews quarterly.
Implement and monitor performance improvement plans as needed.
Schedule consistent facility site visits at a minimum every two months, scheduling at least 1 week in advance (prefer 2 weeks).
Regularly communicate facility issues to Nursing Home Administrator and Director of Field Operations. Concerns to be brought to Nursing Home Administrator first, then to DFFO and SVPO. Prepares written and oral reports summarizing results of consulting visits to the facilities and tracking critical ongoing issues and projects on Vivage COR file.
EDUCATION/EXPERIENCE
Must possess, as a minimum, an Associate's Degree in Accounting or Business Administration (or related field) from an accredited college or university. Equivalent combination of education, training, and experience may substitute for education requirements.
Must have, as a minimum, five (5) years experience in an administrative or consultative capacity in a nursing facility.
Accounting or full-charge bookkeeping experience and nursing home business-office experience required.
Long Term Care experience, particularly in the areas of Medicare, Medicaid, Managed Care and Private Patient billing and collections required.
Knowledge of accounts payable, accounts receivable, and resident trust applications. Three (3) years experience preferred.
Must have knowledge of general ledger accounting.
Must maintain a valid, unrestricted Colorado driver's license.
Ability to pass a criminal background check as well as Colorado CAPS background check.
COVID Vaccine Required or Valid Exemption.
We are an Equal Opportunity Employer
$51k-75k yearly est. 10d ago
Summer 2024 Financial Services Internship
Dev 4.2
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 2d ago
Intern, Financial Analyst
Congruex
Finance advisor job in Denver, CO
Job Profile
Job Title: Intern, Financial Analyst
Reports To: Senior FP&A Analyst
Department: Finance
Primary Location: Boulder and Denver, CO
Compensation: $20/hour
Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at
****************
.
Who is Congruex
Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions.
We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do.
We are building tomorrow, together. Will you join us?
Your New Job
Job Summary:
Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry
Key Responsibilities:
· Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes
· Support and refine annual budget process and recurring forecasting process
· Provide operational support for Treasury, including cash management and cash forecasting
· Support capital markets initiatives, including refinancing and debt issuance activities
· Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration
· Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls
· Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies
· Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion
Qualifications:
· Strong interpersonal, communication and leadership skills
· Intellectually curious with a desire to understand and improve processes
· Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment
· Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum
Preferred Skills:
· Exposure to key operational and financial accounting concepts and financial statement analysis
· Ability to work with complex data sets
Why Work At Congruex
Opportunities
We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services.
Wellbeing
We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location.
Culture
The pillars of Congruex culture are GRIT, safety, inclusion, and family.
· GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce.
o Guts - having the guts to do the right thing
o Reliability - being reliable to deliver what we promise
o Innovation - innovating every day
o Teamwork - embracing teamwork together as One Congruex
· Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between.
· Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all.
· Family: We are a family-oriented company committed to the long-term health and development of our people.
The Fine Print:
Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.
$20 hourly 16d ago
Intern, Financial Analyst
Congruex LLC
Finance advisor job in Denver, CO
Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at *****************
Who is Congruex
Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions.
We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do.
We are building tomorrow, together. Will you join us?
Your New Job
Job Summary:
Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry
Key Responsibilities:
* Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes
* Support and refine annual budget process and recurring forecasting process
* Provide operational support for Treasury, including cash management and cash forecasting
* Support capital markets initiatives, including refinancing and debt issuance activities
* Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration
* Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls
* Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies
* Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion
Qualifications:
* Strong interpersonal, communication and leadership skills
* Intellectually curious with a desire to understand and improve processes
* Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment
* Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum
Preferred Skills:
* Exposure to key operational and financial accounting concepts and financial statement analysis
* Ability to work with complex data sets
Why Work At Congruex
Opportunities
We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services.
Wellbeing
We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location.
Culture
The pillars of Congruex culture are GRIT, safety, inclusion, and family.
* GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce.
o Guts - having the guts to do the right thing
o Reliability - being reliable to deliver what we promise
o Innovation - innovating every day
o Teamwork - embracing teamwork together as One Congruex
* Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between.
* Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all.
* Family: We are a family-oriented company committed to the long-term health and development of our people.
The Fine Print:
Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.
$20 hourly 14d ago
Investment Advisor
Empower Retirement 4.3
Finance advisor job in Greenwood Village, CO
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As an Investment Advisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population.
What you will do:
Educate retail clients on the Advisory Services available through their plan to reach their retirement goals
Possess knowledge of the clients' financial goals and be able to explain managed account service offerings
Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest
Will perform aspects of financial planning for customer
Perform mutual fund, equity, bond, ETF, Muni and, CD trades
Uncover leads and opportunities to hand off to the Wealth Advisor Team
Drive new business opportunities
Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up
What you will bring:
4 + years of financial customer service experience
Brokerage and mutual fund trading experience
FINRA Series 7, 63 & 65 required
FINRA fingerprinting required
What will set you apart:
Strong written, verbal, and presentation skills
Retail, IRA. and/or 401K customer service experience
Bachelors preferred
***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.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financialadvisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$55,300.00 - $76,075.00
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.***
Job Posting End Date at 12:01 am on:
01-31-2026
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.
$55.3k-76.1k yearly 2d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance advisor job in Denver, CO
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ 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 44d ago
Intern, Financial Analyst
Congruex
Finance advisor job in Denver, CO
Job Profile
Job Title: Intern, Financial Analyst
Reports To: Senior FP&A Analyst
Department: Finance
Primary Location: Boulder and Denver, CO
Compensation: $20/hour
Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at
****************
.
Who is Congruex
Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions.
We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do.
We are building tomorrow, together. Will you join us?
Your New Job
Job Summary:
Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry
Key Responsibilities:
· Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes
· Support and refine annual budget process and recurring forecasting process
· Provide operational support for Treasury, including cash management and cash forecasting
· Support capital markets initiatives, including refinancing and debt issuance activities
· Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration
· Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls
· Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies
· Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion
Qualifications:
· Strong interpersonal, communication and leadership skills
· Intellectually curious with a desire to understand and improve processes
· Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment
· Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum
Preferred Skills:
· Exposure to key operational and financial accounting concepts and financial statement analysis
· Ability to work with complex data sets
Why Work At Congruex
Opportunities
We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services.
Wellbeing
We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location.
Culture
The pillars of Congruex culture are GRIT, safety, inclusion, and family.
· GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce.
o Guts - having the guts to do the right thing
o Reliability - being reliable to deliver what we promise
o Innovation - innovating every day
o Teamwork - embracing teamwork together as One Congruex
· Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between.
· Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all.
· Family: We are a family-oriented company committed to the long-term health and development of our people.
The Fine Print:
Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.
How much does a finance advisor earn in Commerce City, CO?
The average finance advisor in Commerce City, 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 Commerce City, CO
$52,000
What are the biggest employers of Finance Advisors in Commerce City, CO?
The biggest employers of Finance Advisors in Commerce City, CO are: