RE/MAX Holdings is seeking a skilled and driven Financial Analyst with 2+ years of experience to join our FP&A team. This mid-level role is responsible for leading financial planning and analysis across key business segments, with a focus on strategic forecasting, performance measurement, and cross-functional collaboration. The ideal candidate will bring a strong analytical foundation, proven experience in corporate finance, and the ability to translate complex data into actionable insights that influence decision-making at all levels of the organization.
This position requires a proactive mindset, ownership of financial deliverables, and the ability to partner effectively with stakeholders across departments. You'll play a critical role in budgeting, forecasting, variance analysis, and executive reporting, while also contributing to strategic initiatives and process improvements.
Key Responsibilities
Lead financial planning processes including annual budgeting, rolling forecasts, and long-range planning for assigned business units.
Partner with department leaders to develop accurate forecasts, identify cost-saving opportunities, and support strategic initiatives.
Perform detailed monthly variance analysis between forecast, budget, and actuals; investigate root causes and recommend corrective actions.
Prepare and present financial reports and dashboards to senior leadership, highlighting key performance drivers and trends.
Build and maintain complex financial models to evaluate business cases, investment opportunities, and strategic initiatives.
Collaborate with cross-functional teams to improve forecasting accuracy and drive operational efficiency.
Support executive leadership with ad-hoc analysis, scenario modeling, and strategic recommendations.
Contribute to the development of new reporting templates and tools
Continuously identify and implement process improvements to enhance the quality and impact of FP&A activities.
Qualifications & Skills
Required: Bachelor's degree in Finance, Accounting, Economics, or related field.
Required: Minimum of 2+ years of experience in a Financial Analyst role, preferably within corporate FP&A.
Proven experience in budgeting, forecasting, financial modeling, and performance analysis.
Strong business acumen and ability to influence stakeholders through data-driven insights.
Advanced proficiency in Microsoft Excel and PowerPoint.
Experience with Oracle/Hyperion, PBCS, and Tableau or SQL is a plus.
Solid understanding of financial statements and GAAP accounting principles.
Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences.
Highly organized, detail-oriented, and capable of managing multiple priorities independently.
Demonstrated ability to work collaboratively across teams and contribute to a culture of continuous improvement.
Compensation & Benefits
Hire Range/Rate:
Final compensation will be based on experience, skills, and location. Additional compensation may include bonus eligibility.
Benefits Include:
Competitive medical, dental, and vision coverage
401(k) and Roth 401(k) with company match
Health savings account with company contribution
Flexible spending accounts
Paid parental leave (maternity, adoption, foster)
Educational assistance and student loan support
Paid holidays and flexible time-off program
ClassPass discount and monthly subsidy
And more!
About RE/MAX Holdings
RE/MAX is the #1 real estate brand in the world, empowering entrepreneurs through industry-leading tools, training, and technology. Join a company where your ideas are valued, your contributions matter, and your career can thrive.
Hire Range/Rate:
$70,000 - $83,000
Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX, LLC total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility.
Competitive Medical, Dental, and Vision benefits
Retirement plans with optimal company match
Annual bonus/merit opportunity
Educational Assistance
Mental Health support program
O.R.E. Events offered in-person and virtually
Mentorship program
Employee Resource Groups
Community Engagement
Diversity, Equity, and Inclusion
Parenting
Remote
Women at REMAX
RE/MAX, LLC & Motto Mortgage
Now is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your
RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas!
RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
*As measured by transactions sides
Application Deadline: January 22, 2026
$70k-83k yearly 5d ago
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Branch Relationship Banker Denver, CO
Banktalent HQ
Finance associate job in Denver, CO
At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, and play here. Consistently recognized as a Top Workplace by The Denver Post, we offer our customers and employees the best of both worlds: a broad reach and depth of financial resources alongside unparalleled personal attention. At Vectra, we think creatively to shape custom financial solutions for those raising a family or creating the next great local business. We are as passionate about business as we are about success.
At Vectra, we're committed to making our company a great place to work and grow your career. We seek dedicated employees whose diversity, talent, drive and innovative ideas add value to our customers, our colleagues and to our communities. At Vectra, we actively listen to our employees and our customers, initiate contact, provide solutions, and proactively focus on building relationships - not increasing transactions. We do this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions. We personify this difference through our tagline: Big Enough to Count / Small Enough to Care.
With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, Vectra is dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless - come for a job, stay for a career.
We are looking for a Branch Relationship Banker to provide top notch customer service to our clients and customers at our Denver Quebec branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Looking for candidates that are available Monday thru Friday
Essential Functions:
Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
Duties may include new accounts, consumer loans, and performing client services issues.
Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
Follows up with clients as needed.
May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
Responsible to resolve customer service issues.
Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned.
Qualifications:
High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
Previous experience in a financial sales representative-oriented role preferred.
Working knowledge of mathematical calculations and standard banking products, services and transactions.
Solid knowledge of all retail products and services.
Basic knowledge of consumer lending applications.
Proven customer service, interpersonal and communication skills, both verbal and written.
Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills.
Solid interpersonal & relationship building skills.
Strong attention to detail and time management.
Proficient in basic computer skills.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $21.00- $29.00 hourly depending on job-related factors such as level of experience and location.
$21-29 hourly 2d ago
Residential Whole Loan Trader
Janus Henderson Group 4.8
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
$180k-210k yearly 60d+ ago
Residential Whole Loan Trader
GWP 4.3
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 February 28, 2026.
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.
$46k-76k yearly est. 60d+ ago
Financial Field Analyst - Vivage Corporate
Vivage
Finance associate job in Lakewood, CO
Vivage Senior Living is recognized as a national leader driving high quality service for seniors, their families, and our employees. "Vivage” means "celebrating aging” inspiring our focus to create innovative and customer-driven models filled with personalized and meaningful living experiences. We are a senior health care, solution driven company servicing 30+ facilities in the state of Colorado.
WHAT'S IN IT FOR YOU AS A VIVAGE EMPLOYEE?
Competitive Salary
Flexible working hours
Daily Pay Advance Option Available
Holiday Pay (when working on a major holiday)
Sick time pay accrual
Paid Time Off
Health, Dental, Vision, and More
OVERVIEW OF THE ROLE
The primary responsibility of your job position is to assume responsibility for financial consulting oversight of the facility business office, including Accounts Receivable, Accounts Payable, and Resident Trust. Performs internal audit services for client facilities following current federal, state and local standards, guidelines and regulations that govern long term care and assisted living facilities.
KEY RESPONSIBILITIES
Monitor assigned facility business office performance and compliance in all aspects of A/R, A/P, and RTA functions.
Monitor assigned facilities for A/R: DSO, billing submission timelines, triple check processes, private pay policy compliance, ADR/RAC monthly calls, billing compliance and A/R review notes.
Monitor assigned facilities for A/P spend downs, check registers, petty cash, and GL coding.
Attend assigned Vivage Community Operations Report (COR) and In-House A/R reviews as scheduled.
Conduct Resident Trust compliance reviews quarterly.
Implement and monitor performance improvement plans as needed.
Schedule consistent facility site visits at a minimum every two months, scheduling at least 1 week in advance (prefer 2 weeks).
Regularly communicate facility issues to Nursing Home Administrator and Director of Field Operations. Concerns to be brought to Nursing Home Administrator first, then to DFFO and SVPO. Prepares written and oral reports summarizing results of consulting visits to the facilities and tracking critical ongoing issues and projects on Vivage COR file.
EDUCATION/EXPERIENCE
Must possess, as a minimum, an Associate's Degree in Accounting or Business Administration (or related field) from an accredited college or university. Equivalent combination of education, training, and experience may substitute for education requirements.
Must have, as a minimum, five (5) years experience in an administrative or consultative capacity in a nursing facility.
Accounting or full-charge bookkeeping experience and nursing home business-office experience required.
Long Term Care experience, particularly in the areas of Medicare, Medicaid, Managed Care and Private Patient billing and collections required.
Knowledge of accounts payable, accounts receivable, and resident trust applications. Three (3) years experience preferred.
Must have knowledge of general ledger accounting.
Must maintain a valid, unrestricted Colorado driver's license.
Ability to pass a criminal background check as well as Colorado CAPS background check.
COVID Vaccine Required or Valid Exemption.
We are an Equal Opportunity Employer
$51k-75k yearly est. 10d ago
Summer 2024 Financial Services Internship
Dev 4.2
Finance 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
$28.1k-38.6k yearly 1d ago
Private Client Banker - Nevada and Southgate, Colorado Springs CO- Southern CO
Jpmorganchase 4.8
Finance associate job in Colorado Springs, 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: **************************************************************************
$34k-65k yearly est. Auto-Apply 41d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in Colorado Springs, 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.
$500 weekly Auto-Apply 11d ago
Immediate Banking Opening
Xtended Resources
Finance associate job in Denver, CO
We are seeking a Bank Operations Specialist to join our team! You will perform clerical and administrative functions in order to drive company success
Duties: Responsible for processing all aspects related to incoming and outgoing cash funds such as wire transfers, ACHs, and checks. Works on functions such as processing incoming funds, processing outgoing wire / ACH/ and check files, handling exception items as required, as well as helping to actively identify, recommend, and implement ways to improve processes to ensure Gold Standard service Works on various projects at the request of the Cash Settlement Supervisor.
Any Banking experience will work - We will train in ACH department!
Qualifications:
3 years of financial experience
Preferred working knowledge of trust accounting systems, IRAs, and alternative assets
IRA/IRS rules and regulations knowledge and experience is preferred
$25k-42k yearly est. 60d+ ago
Private Client Banker - McIntyre and 64th - Golden, CO - CO METRO NORTH
JPMC
Finance associate job in Golden, CO
You have an obsession 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'll 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. You've successfully collaborated with colleagues and worked as part of a team to achieve business results.
As a Private Client Banker, 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'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job Responsibilities
Share the value of Chase Private Client with clients that may be eligible
Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
Make 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
Adhere 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
Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 required
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 strongly preferred
Experience cultivating relationships with affluent clients is strongly preferred
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: ****************************************************************
$25k-42k yearly est. Auto-Apply 60d+ ago
Residential Whole Loan Trader
Janus Henderson Investors 4.8
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 February 28, 2026.
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.
$180k-210k yearly 60d+ ago
Summer 2024 Financial Services Internship
Dev 4.2
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
$28.1k-38.6k yearly 60d+ ago
Private Client Banker - Westminster Mall - Westminster CA
Jpmorganchase 4.8
Finance associate job in Westminster, 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
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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: **************************************************************************
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: **************************************************************************
$25k-43k yearly est. Auto-Apply 9d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in Englewood, 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.
$500 weekly Auto-Apply 9d ago
Residential Whole Loan Trader
Janus Henderson Group 4.8
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 February 28, 2026.
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
$180k-210k yearly 48d ago
Summer 2024 Financial Wellness Internship
Dev 4.2
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
$28.1k-38.6k yearly 60d+ ago
Private Client Banker (New Build) - Woodland Hwy - Woodland Park, CO
Jpmorgan Chase 4.8
Finance associate job in Woodland Park, 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**
Woodland Park,CO $20.00 - $27.88 / hour
$20-27.9 hourly 15d ago
Private Client Banker - Denver West - CO METRO SOUTHWEST
JPMC
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: **************************************************************************
$25k-42k yearly est. Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
How much does a finance associate earn in Parker, CO?
The average finance associate in Parker, CO earns between $21,000 and $58,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.