Trader / Analyst - High Yield (Brandywine Global)
Finance associate job in Colorado
Brandywine Global Investment Management is a multi-year winner of
Pension & Investments
Best Places to Work in Money Management. Our mission is to deliver superior outcomes for our clients by encouraging independent thinking and challenging one another in a culture of integrity and mutual respect. We believe in the power of value investing. Acting with conviction and discipline, we look beyond short-term, conventional thinking to rigorously pursue long-term value for our clients. Where others see risk, we see potential.
Since 1986, our global experience has provided clients with investment insights and a range of differentiated fixed income, equity, and alternative solutions. We thrive in a culture of debate that encourages ideas, respects diverse viewpoints, and invites candid discussion. By challenging one another and conventional thinking, we make better investment decisions and create value for our clients.
Brandywine Global, as a Specialist Investment Manager of Franklin Resources, Inc., offers the advantages of an investment boutique backed by the resources and infrastructure of one of the world's leading asset managers. With headquarters in Philadelphia and offices in London and Singapore, we are committed to bringing value to all our relationships. One of our core values is to build strong, diverse relationships. We recognize that each employee's unique experiences, perspectives, and viewpoints add value to our ability to create and deliver the best possible service to our clients and partners. For more information about our firm and products, please visit ************************ or visit us on Twitter @BrandywineGIM.
About the Opportunity
The High Yield/Corporate Credit team, which is part of BGIM's Global Fixed Income Investment team, is based in Columbus, Ohio and employs a unique approach to high yield and adjacent asset classes with structural advantages and a strong team culture.
The High Yield Trader/Analyst will be responsible for executing trades and conducting research for the high yield, corporate credit, and related strategies managed out of the Columbus office. The BrandywineGLOBAL High Yield Fund and the BrandywineGLOBAL Corporate Credit Fund are managed by this team. The High Yield Trader/Analyst will also support other BGIM strategies as appropriate. This position requires knowledge of corporate credit markets with comprehensive understanding of investment strategies, trading conventions, and execution strategies.
This position will be located in Columbus, Ohio and the High Yield Trader/Analyst is expected to work in office 5 days per week.
What are the ongoing responsibilities of this role?
Provide input into portfolio management decisions relating to credit security selection.
Be knowledgeable of portfolio positioning and evolving investment decisions; participate in investment research meetings.
Provide analysis and news to help keep the investment team informed of corporate issuers and market conditions.
Participate in client, prospect, audit, and due diligence meetings as required.
Contribute to the improvement and continuous evolution of the research function.
What ideal qualifications, skills, and experience would help someone to be successful?
Bachelor's degree with strong financial, mathematical, and analytical skills preferred. CFA, MBA, and other industry licenses a plus.
Minimum of 3+ years of demonstrable trading experience in fixed-income securities, with a primary focus on corporate credit (high yield and investment grade).
Deep understanding of financial markets and the ability to participate in an investment process that evaluates opportunities across a broad range of corporate credit securities.
Strong analytical, quantitative, and problem-solving skills, with the ability to interpret complex financial data and make quick, logical decisions under pressure.
Advanced proficiency with market data platforms and trade execution and booking systems.
Excellent communication, interpersonal, and negotiation skills, with the ability to build and maintain strong internal and external relationships.
Highly organized, detail-oriented, and capable of managing multiple projects simultaneously in a fast-paced, dynamic environment.
Self-motivated with a strong drive for continuous learning and professional development.
Ability to work effectively both independently and as part of a collaborative team.
When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.
Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for a bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays), and a motivational well-being program. We expect the annual salary for this position to range between 125,000 to 175,000, depending on location and level of relevant experience.
#MID_SENIOR_LEVEL
#LI-Onsite
This position requires an individual who possesses the personal attributes and the professional experience consistent with the Firm's high standards of conduct and performance. In performing the job, the individual must demonstrate behaviors consistent with the company core values including:
Act with Integrity
Demonstrates values and ethics aligned to BGIM and is looked to for guidance on standards and norms
Follows through on commitments
Viewed as direct and truthful
Shows consistency between words and actions
Keeps confidences
Take Ownership
Feels a sense of personal responsibility in seeing tasks to completion
Works and thinks like a team member - owns their responsibilities while also considering the enterprise impact
Takes personal accountability for decisions, actions and outcomes.
Takes an active role in managing their own career development
Be Curious. Challenge Conventional Thinking
Introduces new ways of looking at problems
Experiments and finds new solutions
Has the courage to push back and ask questions that advance the group's thinking
Debate with an Open Mind
Uses compelling arguments in representing own interests while actively seeking to understand different perspectives
Steps up to address difficult issues, says what needs to be said
Champions an idea or position despite dissent or political risk
Build Strong Diverse Relationships
Relates openly and comfortably with diverse groups of people. This includes diversity in the broadest sense - diversity of thought and functional expertise in addition to race, gender, ethnicity, sexual orientation.
Builds effective formal and informal relationships inside and outside the organization - including co-workers, clients, vendors and parent company, Franklin Templeton.
Draws upon multiple relationships to exchange ideas, resources and know-how
Embraces the spirit of collegiality, mutual respect and teamwork
Strive For Balance
Prioritizes business needs with an understanding personal realities
Understands and considers competing agendas and priorities within the firm when making decisions
Brandywine Global Investment Management, LLC is an Equal Opportunity Employer. Disclaimer:
The statements herein are intended to describe the general nature and level of work performed by employees, but are not a complete list of responsibilities, duties and skills required of employees so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Firm.
Auto-ApplyResidential Whole Loan Trader
Finance associate job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
* Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
* Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
* Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
* Perform levered cash flow modeling for whole loan pools and securitization structures.
* Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
* Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
* Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
* Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
* Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
* Track portfolio performance against expectations and market benchmarks.
* Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
* Track all recent whole loan market activity and color.
* Stay current on mortgage market trends, regulatory developments, and investor behavior.
* Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
* Hybrid working and reasonable accommodations
* Generous Holiday policies
* Paid volunteer time to step away from your desk and into the community
* Support to grow through professional development courses, tuition/qualification reimbursement and more
* Maternal/paternal leave benefits and family services
* Complimentary subscription to Headspace - the mindfulness app
* Corporate membership to ClassPass and other health and well-being benefits
* Unique employee events and programs including a 14er challenge
* Complimentary beverages, snacks and all employee Happy Hours
Must have skills
* Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
* Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
* Technical Skills:
* Proficiency in cash flow modeling and loan-level analytics.
* Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
* Strong programming skills in Python, R, or SQL for data manipulation and model development.
* Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
* Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
* Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
* No
Potential for growth
* Mentoring
* Leadership development programs
* Regular training
* Career development services
* Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Nearest Major Market: Denver
Programmatic Trader
Finance associate job in Denver, CO
Job Details Denver, CO Not Specified $60000.00 - $79825.00 SalaryDescription
Booyah Advertising is seeking a driven, detail-oriented, full-time Programmatic Media Trader to manage all aspects of executing and analyzing various clients' media (display, video, audio, etc.) campaigns. The Programmatic Media Trader is knowledgeable of the nuances across DSP platforms and has a passion for using data to drive decisions. This person serves as the day-to-day client contact for programmatic media efforts and is accountable for improving the performance of media campaigns. Responsibilities include campaign execution, ongoing optimization, and analysis of self-serve DSPs platforms. This role requires a team player who is hard working, self-driven and passionate about advertising technology. Additionally, this role may include mentoring and managing Programmatic Coordinator(s), providing guidance on campaign execution, optimization strategies, and platform best practices.
Areas of Responsibilities:
Be an “expert” on all Trade Desk offerings and opportunities including: all ad units, targeting options/providers and inventory sources
Be comfortable operating within various DSP platforms, understanding their core functionalities, ad offerings, differences from other DSPs, targeting capabilities, and inventory sources
Fully executes multiple clients' media plans from trafficking to technical troubleshooting to optimization to management
Collaborate with cross-channel teams (Search, Social, Analytics, Creative) to ensure programmatic media aligns with broader marketing strategies and business objectives
Leads weekly/bi-weekly client calls to discuss account performance, interpretation of data, and action plans based on findings
Ensure quality control of campaigns, implementing and adhering to a rigorous QA process
Once campaigns are live, optimize performance based on agreed-upon key performance indicators
Maintains a positive working relationship with client while clearly communicating the value of overall programmatic efforts
Identifies and presents new opportunities and areas for growth to client to improve their media programs and generate upsell opportunities
Reviews all reporting metrics comprehensively, analyzes and identifies performance drivers, and communicates account health through data storytelling and impactful insights
Manages budgeting on a daily, weekly, monthly, and quarterly basis
Leverages and maintains strong relationships with media partners, works with partners on an ongoing basis to consult on status and performance of campaigns
Develop client presentations and present to the client when needed
Creates and executes ongoing testing plans for ad units, creative, landing pages, industry betas, etc.
Serves as a mentor/coach to Coordinators
Onboard new clients from the ground up including account creation, billing, pixeling, audience creation and QA
Stay up to date on emerging programmatic trends, DSP platform updates, and industry best practices to drive innovation and enhance campaign performance
Qualifications
1.5+ years of client-facing experience within programmatic media
Must have experience managing budgets upwards of $1MM/month
Hands on experience in DSPs, including but not limited to campaign planning, trafficking, development, execution, and optimization
Experience with ad server technology, preferably Campaign Manager 360
Demonstrated history of optimizing campaigns to KPIs such as ROAS and CPA, CPC, CTR, etc.
Knowledge of remarketing and advanced targeting tactics, including dynamic creative, CRM, site retargeting, search retargeting, keyword contextual, affinity, lookalikes, etc.
In depth knowledge of Microsoft Excel, PowerPoint, and Data Analytics tools
Demonstrated analytical mindset and skills
An eagerness for career progression in AdTech
Excellent interpersonal skills, including both written and verbal communication; comfortable talking on the phone, emailing, and seeking answers to questions in a timely manner
A self-starter with strong multi-tasking ability and close attention to detail
Strong understanding of creative and ad copy best practices to optimize campaign performance and effectively guide teams and clients
Ambition and drive to produce great results for clients
Understanding of responsibility and willingness/desire to go above and beyond given tasks
Ability to work under pressure
Skillshop or Edge Academy certifications desired
Salary: $60,000 to $79,825
Wage differential is based on seniority, merit, education, training and experience.
Who is Booyah Advertising?
Booyah Advertising is a full-service digital agency headquartered in vibrant Denver, Colorado. We specialize in helping companies leverage digital strategies to propel their businesses forward. Our comprehensive services include digital advertising-paid search, paid social, media, Amazon-SEO, content marketing, and creative solutions. With authentic and straightforward relationships at the heart of everything we do, we proudly manage over $100M in annual media for leading brands like Ria Financial, Illegal Pete's, Bona, Howler Bros, Aspen Skiing Company, and Patrick Ta.
At Booyah, we believe our people are our greatest asset. That's why we've built our agency around a people-first philosophy. Every decision we make centers on supporting our teams, fostering transparency, and encouraging personal and professional growth. We're dedicated to helping our employees thrive at work and enjoy fulfilling lives outside of it.
Our company culture speaks for itself and has earned us recognition from leading publications:
#1 on The Denver Post's Top Workplaces
#9 on Ad Age's Best Places to Work
#10 on Outside's 50 Best Places to Work
Honoree on Inc.'s Best Workplaces and Built In Colorado's Best Places to Work
Why You'll Love Working at Booyah
You'll feel right at home at Booyah if:
You're excited to join a driven, growth-focused team that prioritizes collaboration over ego.
You thrive on hard work, love learning new skills, and embrace challenges with enthusiasm.
You value building meaningful, supportive relationships with colleagues, clients, and industry partners.
You believe in working for a company that invests in your growth and development.
You're passionate about making a tangible impact on real client outcomes.
Employee Benefits
We're proud to offer a competitive benefits package designed to support your well-being and growth:
Competitive salary
Medical, dental, and vision insurance with HSA and FSA options
401(k) with company match
Unlimited PTO to recharge and prioritize life outside work
Award-winning management training programs
Regular 360 feedback surveys and biannual performance reviews
Quarterly team and company-wide events
5-year anniversary trip to celebrate your contributions
Join us at Booyah and experience a workplace where your talents are valued, your growth is supported, and your impact is celebrated.
Finance Marketing Operations Intern
Finance associate job in Colorado
DiDi Global Inc. is the world's leading mobility technology platform. It offers a wide range of app-based services across markets including Asia-Pacific, Latin America and Africa, including ride hailing, taxi hailing, chauffeur, hitch and other forms of shared mobility as well as auto solutions, food delivery, intra-city freight, and financial services.
DiDi provides car owners, drivers, and delivery partners with flexible work and income opportunities. It is committed to collaborating with policymakers, the taxi industry, the automobile industry and the communities to solve the world's transportation, environmental and employment challenges through the use of AI technology and localized smart transportation innovations. DiDi strives to create better life experiences and greater social value, by building a safe, inclusive and sustainable transportation and local services ecosystem for cities of the future.
For more information, please visit: ***********************
#LI-Hybrid
Team Overview
We are looking for a motivated and detail oriented Marketing Operations Intern with a strong focus on finance and procurement processes. In this role, you will support budget management, financial analysis, and some purchase processes to ensure smooth operations between marketing, finance, and procurement teams. You will also contribute to process automation that would help generate business insights that improve decision making.
Role Responsibilities
Key Responsibilities
Support month-end, quarter-end, and year-end financial close processes.
Consolidate and create financial reports for accurate reporting and forecasting.
Assist in preparing and reviewing forecasts, accruals, amortizations, and P&L statements.
Prepare financial presentation materials for management reviews
Assist in budget tracking, forecasting, and financial reconciliations for marketing initiatives.
Support the team when necessary on procurement processes purchase requisition and purchase orders and payments
Support automation of financial and operational reports.
Role Qualifications
Requirements
Currently pursuing a degree in Finance, Economics, or a related field.
Strong interest in forecasting processes, accruals/amortization, P&L statements, and budget management tools.
Strong analytical, numerical, and problem-solving skills.
Proficiency in Microsoft Excel and PowerPoint (experience with financial modeling tools is a plus).
Knowledge about tools for automating dashboards and data reporting.
Experience with Power BI would be a strong plus.
Detail-oriented and organized, with the ability to handle multiple priorities.
Eagerness to learn, adapt, and take initiative in a fast-paced, multicultural setting.
Advanced English and Spanish is mandatory.
EEO Statement
We create customer value - We strive to always create valuable experiences for our users in everything we do. Our focus is to always innovate new experiences that are safe, pleasant, and efficient.
We are data-driven - We are strong believers in making informed decisions, that's why we are data-driven. We can better navigate the business landscape strategically by analyzing valuable metrics.
We believe in Win-win Collaboration - Success is a team sport. When we work to help our partners and colleagues win, we win, too. While keeping everyone's best interest at heart, we communicate with candor and execute with excellence in all we do.
We believe in integrity - Integrity is at the very core of our business. We are people who always want to do the right thing. Our intentions are sincere, we speak our minds and listen to each other.
We always strive to do better. That means venturing beyond our comfort zones, learning from our mistakes, and helping each other grow.
We believe in Diversity and Inclusion - Diversity is one of our biggest strengths. Our differences are what makes us distinct. We respect each other and believe in equal opportunities for all.
We are committed to building inclusive and diverse teams.
At DiDi, we believe that our differences are our biggest source of strength. That‘s why we are committed to promoting equal opportunities to all candidates and employees as an Equal Opportunity Employer.
Employment and advancement decisions at DiDi are always made based on the needs of the position and the qualifications of the candidate. We do not discriminate against any employee or applicant based on their gender, age, sexual orientation, nationality, marital status, pregnancy/maternity, disability, race, religion and beliefs, or any other status protected by applicable laws wherever we operate.
We are committed to building inclusive and diverse teams, and a workplace that is free from discrimination and harassment, because that's how we create better products and services, make better decisions and better serve the communities we're a part of.
I acknowledge that prior to submitting this application, I have read and accepted the Privacy Notice for Candidates which is available on ************************************
Auto-ApplyPrivate Client Banker - Nevada and Southgate, Colorado Springs CO - Southern CO
Finance associate job in Colorado Springs, CO
JobID: 210675547 JobSchedule: Full time JobShift: Base Pay/Salary: Colorado Springs,CO $20.00-$27.88 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinance Contractor
Finance associate job in Greeley, CO
Honda & Hyundai of Greeley is adding a FI Contractor to their team!
Full time position: Monday through Saturday (one day off per week)
Business Hours: 9:00am to 7:00pm
The Finance Contractor will review, submit, and process retail, lease and cash sales contracts (also referred to as ‘deals'). In addition, the Finance Contractor will work directly with customers, Sales Managers, Sales Associates, and the Administrative Department throughout the life of each deal.
FLSA: Typically Exempt
Duties/Responsibilities:
CITS- Contractors are responsible for reviewing and completing their personal contracts/deals.
Assist with completion of funding delays for personal contracts/deals
Includes but not limited to; discussing rates with banks, receiving missing documentation from customers, correcting paperwork, etc.
Ensures personal contracts/deals are complete and delivered to the Funding Administrators in a timely manner.
Explain and sell vehicle warranties, GAAP, etc. to customers.
Vehicle Receivables- review money due for personal contracts/deals and keep admin up to date on status of payments.
Work closely with bank representatives to ensure accuracy of retail contracts and compliance for personal contracts/deals.
Ensure there is effective and consistent communication with Sales Managers and Funding Administrators regarding all funding delays or issues.
Assist walk in customers and calls and emails; direct to proper personnel if applicable.
There is high expectation for customer service, we require all contractors to assist our customers with their needs regarding their deal. Return phone calls and emails are imperative.
Compliance- Ensure personal contracts/deals meet compliance guidelines and all necessary paperwork has been gathered and signed.
Stay up to date with any changes to bank compliance, federal compliance, and internal compliance.
Must stay up to date on all company and manufacturer required trainings throughout employment with the company.
Time off at month end payroll is highly discouraged- all current month deals must be turned in by the first working day of the following month by 10am.
Close out is pertinent and deals flowing into the office throughout the month is necessary to ensure payroll close out is a smooth process.
Holding deals in the finance office causes delays and confusion. It is expected that deals will be organized and ready for capping when turned in. It is also expected that deals will be turned in as soon as possible in every circumstance.
Performs other related duties.
Education, Experience & Qualifications:
Highschool diploma required.
Minimum of 4 years' experience in automotive sales or finance required.
Valid driver's license and Clean MVR.
Pass a drug test.
Clean background check.
Active sales license in the State of Colorado.
This is commission only position.
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, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyIntern, Nutrien Financial Accounting
Finance associate job in Loveland, CO
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each day. We're guided by our culture of care and our core values: safety, inclusion, integrity, and results. When we say we care, we mean it. We're creating an inclusive workplace where everyone feels safe, has a sense of belonging, trusts one another, and acts with integrity.
Through the collective expertise of our nearly 26,000 employees, we operate a world-class network of production, distribution, and ag retail facilities. We efficiently serve growers' needs and strive to provide a more profitable, sustainable, and secure future for all stakeholders. Help us raise the expectation of what an agriculture company can be and grow your career with Nutrien.
This position will be posted from 10/29/2025 - 11/15/2025
Term Start: May 2026
Term Length: 4 months (summer)
What you will do:
Work with various members of the Nutrien Financial team to support our expansion into offering new supplier programs to our Canadian business.
Assist the Nutrien Financial Accounting Team with enhancements as we look to finalize the future-state allowance for doubtful accounts reporting process.
Work with Nutrien Financial Programs analysts to gather and test sales, interest, and payment information for data modelling related to finance program pricing and returns.
Ad-hoc projects in Power BI and excel to streamline manual processes related to input financing outcomes.
What you will bring:
Currently enrolled in a 2-to-4-year Accounting or Finance degree or equivalent related program with a graduation date of Aug 2026 or later.
Compensation & Benefits:
The hourly rate range for this role, in Loveland, CO is between $22.01 - $25.54. While we provide this range as general guidance, several factors are taken into consideration when making compensation decisions including, but not limited to, candidate skill set, experience and training, licensure and certifications, work location, and other business and organizational needs. Actual rates and benefits may differ based upon location.
We provide an attractive benefits package that includes catastrophic coverages including life, accidental death and dismemberment, and business travel accident insurance for a position of at least three months in duration and more than 30 hours per week. Our benefit package also demonstrates our culture of care with paid sick days and holidays as well as an Employee and Family Assistance Program. A Student or Intern role does not participate in any retirement savings or incentive programs. Nutrien will comply with benefit and retirement regulations, as necessary. Details of the benefits package will be shared in the application process.
This information is provided in compliance with applicable state equal pay and pay equity legislation and is the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. The compensation offered to the successful applicant may vary based on factors including experience, skills, education, location, and other job-related reasons. Nutrien also makes internal equity a consideration in all pay decisions.
Ready to make an impact with us? Apply today!
The estimated salary that Indeed, Glassdoor and LinkedIn lists does not represent Nutrien's compensation structure. Nutrien is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
This job will remain posted until filled. In accordance with Nutrien policies, you will be required to undergo a background check, and may be required to undergo a substance test. While we appreciate all applications we receive, only candidates under consideration will be contacted. Applicants must meet minimum age requirements, as permitted by law.
Our Recruitment Process: Application >Resume Review >Pre-screen/Interview >Offer >Pre-Employment Conditions >Welcome to Nutrien
To stay connected to us and for the latest job postings and news, follow us on: LinkedIn, Facebook, Instagram, and X.
Summer 2024 Financial Services Internship
Finance associate 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
College Financial Representative, Internship Program
Finance associate job in Boulder, CO
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyFinancial Planning & Analysis Intern, application via RippleMatch
Finance associate job in Denver, CO
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role:
Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field.
Basic understanding of financial concepts, including budgeting, forecasting, and financial modeling.
Previous internship or project experience in finance, accounting, or related fields is preferred.
Ability to assist in the preparation of detailed financial reports and analysis, including variance analysis and financial projections.
Strong analytical skills, with the capability to work with large datasets and perform complex numerical calculations.
Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects.
Effective communication and interpersonal skills, essential for working with finance teams and explaining financial concepts to non-finance stakeholders.
Proficiency with Microsoft Office, particularly Excel, and familiarity with financial modeling tools.
Eagerness to learn about financial strategy, market trends, and the operational impacts on finances.
Creativity and innovation in developing financial solutions to business challenges.
Auto-ApplyBanker - Castle Rock, Full Time
Finance associate job in Castle Rock, CO
PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full-service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has remained independently owned and operated, allowing for a personal banking experience. Our customers know they can count on PB&T Bank for excellent products and exceptional customer service.
Our Signature Banking culture is the highest level of customer service each customer receives from us. Signature Banking means we take ownership to resolve the needs of internal and external customers and ensure follow-up, which in turn builds relationships. We put customers at ease knowing we have completed transactions by exceeding their expectations. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work.
We are seeking employees that care about customers and are interested in continuous improvement and have a growth mindset, and who enjoy the idea of being a representative of the bank in your community.
Position Overview: PB&T Bank is seeking a Signature Banker to provide professional customer service, process financial transactions, and promote banking products. This role requires strong attention to detail, compliance with banking regulations, and the ability to build lasting customer relationships.
Key Responsibilities:
Process deposits, withdrawals, and payments accurately
Assist customers with account inquiries and financial services
Promotion of banking products and services
Maintain compliance with banking regulations and security policies
Qualifications:
High school diploma or GED preferred
Minimum 1 year of cash handling, customer service, and sales experience
Excellent communication, problem-solving, and organizational skills
Job Type: Full-Time
Pay Range: $18-22 Hourly Depending on experience, knowledge, skills, abilities, education, and geographical location.
Job Posting Closing Date: 10/27/25 at the earliest.
To apply: For consideration, applicants must submit a completed application through the provided careers link: ****************************
Location: 360 Perry Street, Castle Rock, CO 80104
Benefits
Comprehensive health, dental, vision, and life insurance
401(k) retirement plan with bank contributions
Paid vacation, sick time, and birthday off
Employee assistance and referral incentive programs
PB&T Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age (40+), ancestry, race, color, creed, religion, sex, pregnancy and related conditions, sexual orientation, marital status, gender identity, gender expression, national origin, disability, genetic information, or status as a protected veteran. In accordance with and under the circumstances described by Colorado law, PB&T Bank does not discriminate on the basis of marriage to a co-worker.
Please reach out to ************** for assistance with accommodations needed during the application and interview process.
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.
Please note that unsolicited resumes from recruiting/talent agencies will not be accepted or considered.
Residential Whole Loan Trader
Finance associate job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure.
Key Responsibilities
Behavioral Modeling & Forecasting
+ Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans.
+ Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors.
+ Conduct scenario and stress testing to assess portfolio resilience under varying market conditions.
Portfolio Analytics & Structuring
+ Perform levered cash flow modeling for whole loan pools and securitization structures.
+ Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models.
+ Support portfolio managers in trade structuring, hedging strategies, and P&L attribution.
Data Management & Integration
+ Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows.
+ Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau.
+ Collaborate with technology teams to enhance automation and scalability of analytical processes.
Risk & Performance Monitoring
+ Track portfolio performance against expectations and market benchmarks.
+ Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk).
Market & Research
+ Track all recent whole loan market activity and color.
+ Stay current on mortgage market trends, regulatory developments, and investor behavior.
+ Contribute to research initiatives on borrower behavior, housing economics, and securitization structures.
What to expect when you join our firm
+ Hybrid working and reasonable accommodations
+ Generous Holiday policies
+ Paid volunteer time to step away from your desk and into the community
+ Support to grow through professional development courses, tuition/qualification reimbursement and more
+ Maternal/paternal leave benefits and family services
+ Complimentary subscription to Headspace - the mindfulness app
+ Corporate membership to ClassPass and other health and well-being benefits
+ Unique employee events and programs including a 14er challenge
+ Complimentary beverages, snacks and all employee Happy Hours
Must have skills
+ Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field).
+ Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency.
+ Technical Skills:
+ Proficiency in cash flow modeling and loan-level analytics.
+ Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms.
+ Strong programming skills in Python, R, or SQL for data manipulation and model development.
+ Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization.
+ Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures.
+ Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset.
Supervisory responsibilities
+ No
Potential for growth
+ Mentoring
+ Leadership development programs
+ Regular training
+ Career development services
+ Continuing education courses
Compensation information
The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** .
#LI-CH2 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** .
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Private Client Banker - Wadsworth and Belleview, Lakewood CO - Metro Southwest
Finance associate job in Lakewood, CO
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Lakewood,CO $22.50 - $30.29 / hour
Summer 2024 Financial Wellness Internship
Finance associate job in Greenwood Village, CO
Company DescriptionJobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Empower
Job Description
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
Our interns experience a wide range of opportunities during our 10-week summer internship program. We are looking for candidates who have an interest in the financial services industry and bring with them enthusiasm and passion for working in a fast-paced, growth-centric environment.
Each intern will be paired with a manager, mentor, and executive sponsor for the summer and will present on a summer project at the end of the program. Interns are given opportunities to interact with senior leadership, learn about our various business areas, and network with peers and staff. During the internship, you will develop essential business acumen and engage with virtually all aspects of our business. Our internship program includes professional and personal development training workshops.
Interested candidates should be currently enrolled in a college or university and seeking a bachelor's or master's degree with a minimum GPA of 3.0. Interns should be planning on attending the fall semester/quarter following the internship. While we prefer candidates interning with us between their junior and senior years, we will consider candidates earlier in their college career depending on their coursework completed and business needs.
The internship program begins on Tuesday, May 28th and concludes on Friday, August 2nd.
This is an on-site and in-person internship based in our Greenwood Village, CO office.
This is a 40-hour-per-week role and is a paid position.
Hourly wages are between $19.00 and $23.00 based on the level of schooling completed.
What you will do
Our Financial Wellness Internship gives interns exposure to the key teams that support customers at Empower. You will analyze data and collect qualitative insights to provide proposed strategies, provide perspective and broad recommendations about how to help customers make important decisions that will improve their financial health, and learn about products and communication strategies.
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
Proficient skills in PowerPoint, Word, and Excel
What will set you apart
Preferred majors include Business Administration, Finance, Economics, Marketing, Communication, or other relevant field
Expected graduation date between December 2024 and May 2025
Excellent oral and written communication skills
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
Corporate Finance & Accounting Intern, application via RippleMatch
Finance associate job in Denver, CO
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role:
Currently pursuing a Bachelor's or Master's degree in Accounting, Finance, Economics, or a closely related discipline.
Foundational knowledge of corporate finance concepts, financial statements, and accounting principles.
Ability to assist in tasks such as budgeting, forecasting, reconciliations, and variance analysis.
Experience in preparing or analyzing budgets, forecasts, or financial models.
Strong analytical and numerical skills with attention to accuracy and detail.
Proficiency with Microsoft Excel; familiarity with additional tools like Word and PowerPoint.
Strong organizational and time management skills, able to support multiple projects and deadlines.
Clear written and verbal communication skills, essential for working across teams and preparing financial summaries.
Strong reporting and presentation abilities for communicating results to stakeholders.
Willingness to learn about corporate financial strategy, reporting, and compliance requirements.
Auto-ApplyCollege Financial Representative, Internship Program
Finance associate job in Denver, CO
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyBanker - Pueblo North, Full Time
Finance associate job in Pueblo, CO
PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full-service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has remained independently owned and operated, allowing for a personal banking experience. Our customers know they can count on PB&T Bank for excellent products and exceptional customer service.
Our Signature Banking culture is the highest level of customer service each customer receives from us. Signature Banking means we take ownership to resolve the needs of internal and external customers and ensure follow-up, which in turn builds relationships. We put customers at ease knowing we have completed transactions by exceeding their expectations. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work.
We are seeking employees that care about customers and are interested in continuous improvement and have a growth mindset, and who enjoy the idea of being a representative of the bank in your community.
Position Overview: PB&T Bank is seeking a Signature Banker to provide professional customer service, process financial transactions, and promote banking products. This role requires strong attention to detail, compliance with banking regulations, and the ability to build lasting customer relationships.
Key Responsibilities:
Process deposits, withdrawals, and payments accurately
Assist customers with account inquiries and financial services
Promotion of banking products and services
Maintain compliance with banking regulations and security policies
Qualifications:
High school diploma or GED preferred
Minimum 1 year of cash handling, customer service, and sales experience
Excellent communication, problem-solving, and organizational skills
Job Type: Full-Time
Pay Range: $16-$20 Hourly Depending on experience, knowledge, skills, abilities, education, and geographical location.
Job Posting Closing Date: November 7, 2025 at the earliest
To apply: For consideration, applicants must submit a completed application through the provided careers link: ****************************
Location: Pueblo North Branch at 2127 Jerry Murphy Blvd, Pueblo, CO 81001
Benefits
Comprehensive health, dental, vision, and life insurance
401(k) retirement plan with bank contributions
Paid vacation, sick time, and birthday off
Employee assistance and referral incentive programs
PB&T Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age (40+), ancestry, race, color, creed, religion, sex, pregnancy and related conditions, sexual orientation, marital status, gender identity, gender expression, national origin, disability, genetic information, or status as a protected veteran. In accordance with and under the circumstances described by Colorado law, PB&T Bank does not discriminate on the basis of marriage to a co-worker.
Please reach out to ************** for assistance with accommodations needed during the application and interview process.
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.
Please note that unsolicited resumes from recruiting/talent agencies will not be accepted or considered.
Summer 2024 Financial Services Internship
Finance associate job in Greenwood Village, CO
Company DescriptionJobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Empower
Job Description
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
Our interns experience a wide range of opportunities during our 10-week summer internship program. We are looking for candidates who have an interest in the financial services industry and bring with them enthusiasm and passion for working in a fast-paced, growth-centric environment.
Each intern will be paired with a manager, mentor, and executive sponsor for the summer and will present on a summer project at the end of the program. Interns are given opportunities to interact with senior leadership, learn about our various business areas, and network with peers and staff. During the internship, you will develop essential business acumen and engage with virtually all aspects of our business. Our internship program includes professional and personal development training workshops.
Interested candidates should be currently enrolled in a college or university and seeking a bachelor's or master's degree with a minimum GPA of 3.0. Interns should be planning on attending the fall semester/quarter following the internship. While we prefer candidates interning with us between their junior and senior years, we will consider candidates earlier in their college career depending on their coursework completed and business needs.
The internship program begins on Tuesday, May 28th and concludes on Friday, August 2nd.
This is an on-site and in-person internship based in our Greenwood Village, CO office.
This is a 40-hour-per-week role and is a paid position.
Hourly wages are between $19.00 and $23.00 based on the level of schooling completed.
What you will do
Our Financial Services Internships are within our Workplace Solutions area of the business. This segment covers all elements of how Empower works with other companies and their employees (who are the participants in the company-sponsored 401k plans). These internships will entail investments, relationship management, participant communications, operations and implementation, and participant services. During your internship, you will grow in your understanding of the financial industry and gain exposure to how our business works.
What you will bring
Currently enrolled in a college or university
Minimum 3.0 GPA required
Available for a 10-week internship from May 28th to August 2nd
Desire to experience an in-person office environment as part of your internship and ability to work in Greenwood Village, CO
Interest in learning what it takes to be successful in business, particularly financial services
Strong partnership skills with an ability to work collaboratively within a team and develop solid working partnerships with colleagues
Self-directed and comfortable working independently on an internship project
Proactively ask questions and seek help in order to successfully achieve goals and objectives while in an autonomous environment
Approach work with a sense of curiosity
Work with a customer service mindset and comfortable providing input to achieve goals
Ability to see the intern project to conclusion
What will set you apart
Preferred majors include Business Administration, Finance, Economics or other relevant field
Expected graduation date between December 2024 and May 2025
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. Thank you for your understanding.
Due to the high volume of submissions we receive, we cannot contact each person who submits a resume for consideration. Identifying the right people for the right roles can take time, so we thank you in advance for your patience.
Base Salary Range
$28,100.00 - $38,600.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Workplace Flexibility: Onsite
Private Client Banker- Highlands Ranch & Lucent, Highlands Ranch, CO - Metro Southwest
Finance associate job in Highlands Ranch, CO
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Highlands Ranch,CO $22.50 - $30.29 / hour
College Financial Representative, Internship Program
Finance associate job in Lakewood, CO
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
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