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Financial Planner
Mercer Advisors 4.3
Finance planner job in Denver, CO
Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner III will include: Prepare financial plans for prospective and existing clients. This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel. Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Co- present financial planning concepts and analysis with advisors. Be available as a direct one-on-one client resource for financial planning questions. Mentor, coach, and review output of other members of the Financial Planning Group. Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related) Must have a Certified Financial Planner (CFP ) designation or must have a S65 and completed CFP coursework 5 years client facing financial planning experience. Excellent verbal, written, analytical and organizational skills Ability to dispense financial planning topics in both supervised and unsupervised setting. Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer). Ability to work independently managing and prioritizing deliverables and supervising those newer to their careers Must be highly flexible and confidential with all matters. Ability to travel up to 10% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. Salary: Average annual salary range for this position across our locations is: $65,000 to $78,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. The anticipated date that this position will be filled is February 1st, 2026. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection
$65k-78k yearly 9d ago
Financial Planner Seeking Former Educator/Coach
Yoder District
Finance planner job in Fort Collins, CO
Benefits: Retirement Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Teaching and Coaching Skills into Financial Services: Do Work That Matters: People are drawn to this career because it offers meaningful work-the kind that provides fulfillment through service to others. That's why it resonates so deeply with the values teachers and coaches bring to the table. Leverage Your Communication Expertise: As a teacher or coach, you've mastered the art of communication-whether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you'll guide clients through important financial decisions that impact their lives. Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you can continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime. See the Impact of Your Work: Just as you've seen the difference you've made in the classroom or on the field, a career in financial services allows you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients' lives. Achieve Greater Rewards: The transition from teaching or coaching to financial services offers the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionally-while building a future that reflects your values and goals. Our Thriving Offices are Located: District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525 Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001 Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072 Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631 Follow this link to hear more about Gina Cimineri's Northwestern Mutual Experience: *************************************************************************** Meet Our Local Leaders:Haley Stevens - Chief Operating Officer: How long with NM? Joined Northwestern Mutual 7 years ago. Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM. Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family. Bailey Bergstrom - Director of Recruitment and Selection: How long with NM? Been with Northwestern Mutual for 2 years. Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM. Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train. Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 29 years. Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM. Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men's Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance. Cory Schroeder - Managing Partner, Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 5 years. Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM. Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members. Josh Schilt - Financial Advisor: How long with NM? Been with Northwestern Mutual for a year and a half. Prior Experience? Former college student and also worked on a fencing crew building fences for cattle. Passionate About? Loves spending time with family as well as hunting and hiking in the mountains. Brian Campbell - Growth and Development Director: How long with NM? Been with Northwestern Mutual for 19 years. Prior Experience? Began his career with NM as an intern while attending Colorado State University. Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively. About Us: Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact-both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back. We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning. Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact. Position Responsibilities for a Financial Planner: Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local supportive team. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Our Unique Angle: Meticulous Training and SupportWe distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Compensation: $76,000.00 - $116,000.00 per year
$76k-116k yearly Auto-Apply 29d ago
Financial Planner Seeking Former Educator/Coach
Yoder District-Northwestern Mutual
Finance planner job in Fort Collins, CO
Job DescriptionBenefits: Retirement Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Teaching and Coaching Skills into Financial Services: Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table. Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you'll guide clients through important financial decisions that impact their lives. Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you can continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime. See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services allows you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. Achieve Greater Rewards: The transition from teaching or coaching to financial services offers the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals. Our Thriving Offices are Located: District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525 Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001 Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072 Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631 Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience: *************************************************************************** Meet Our Local Leaders: Haley Stevens - Chief Operating Officer: How long with NM? Joined Northwestern Mutual 7 years ago. Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM. Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family. Bailey Bergstrom - Director of Recruitment and Selection: How long with NM? Been with Northwestern Mutual for 2 years. Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM. Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train. Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 29 years. Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM. Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance. Cory Schroeder - Managing Partner, Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 5 years. Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM. Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members. Josh Schilt - Financial Advisor: How long with NM? Been with Northwestern Mutual for a year and a half. Prior Experience? Former college student and also worked on a fencing crew building fences for cattle. Passionate About? Loves spending time with family as well as hunting and hiking in the mountains. Brian Campbell - Growth and Development Director: How long with NM? Been with Northwestern Mutual for 19 years. Prior Experience? Began his career with NM as an intern while attending Colorado State University. Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively. About Us: Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back. We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning. Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact. Position Responsibilities for a Financial Planner: Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local supportive team. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Our Unique Angle: Meticulous Training and Support We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
$44k-82k yearly est. 29d ago
Investment Banking Associate: Gaming, Media & Technology
GLC 4.4
Finance planner job in Denver, CO
Investment Banking Associate at GLC Advisors & Co., LLC (View all jobs) GLC Advisors & Co. is a leading independent investment banking advisory firm delivering objective, senior-level expertise to successfully execute financial advisory assignments. The senior professionals at GLC have advised on over 900 transactions involving more than $800 billion in aggregate deal volume. The senior team at GLC has worked together over two decades and brings financial advisory experience from a variety of bulge bracket and elite boutique investment banks. GLC offers comprehensive services to its clients across many product areas including: Mergers & Acquisitions Financing / Debt Advisory Restructurings & Recapitalization Valuation and Fairness Opinions Our offices are located in New York, Denver, Los Angeles and San Francisco. For more information visit ************* Job Brief Our Denver office is looking for an exceptionally talented individual at the Associate level for our growing Gaming, Technology and Entertainment practice. Associates work on small deal teams and have direct exposure to clients and senior bankers. Associates are expected to handle a high level of responsibility in the execution of M&A, financing and restructuring transactions. Consequently, we expect our Associates to embrace a fast-paced environment, a high-level of responsibility, and leadership in a team setting. Responsibilities Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. Responsibilities include: Planning, structuring and executing corporate finance transactions Interfacing with clients as well as legal counsel to drive transaction execution Managing deal teams and working with analysts to develop financial models, valuation analyses and presentations Preparing presentations and analyses under tight timelines used for client interactions Qualifications Exceptional work ethic, intellectual curiosity, leadership and analytical aptitude Prior experience working as an analyst or associate within an investment bank is preferred but not required Demonstrable transaction and managerial experience preferred Proven self-starter Strong modeling and financial statement analysis skill Knowledge of Excel, Word, PowerPoint, Bloomberg and other financial information tools Excellent written and oral communication skills Ability to work in a fast-paced environment Bachelor's Degree required We offer an exciting work environment with an entrepreneurial spirit. Benefits include healthcare, dental and vision coverage. The salary range is $150,000-170,000 and the position is eligible for incentive bonus compensation. We look forward to hearing from qualified candidates. This application window is ongoing. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$150k-170k yearly Auto-Apply 60d+ ago
Investment Banking Associate | Chemicals
FMI 4.3
Finance planner job in Denver, CO
FMI Corporation is seeking a talented professional to join the Chemicals team of FMI Capital Advisors, the firm's investment banking group and registered broker/dealer. For over 65 years FMI has been the leading consulting and investment banking firm exclusively serving the engineering and construction industry. Our associates are placed on multiple M&A deal teams immediately upon joining the firm and play a critical role in each engagement. Clients hire FMI based on our unparalleled knowledge of the industry and access to leading firms. Successful associates thrive in our highly collaborative culture that rewards individual initiative and find unlimited opportunity for personal and professional success. This full-time opportunity supports the FMI Chemicals team, requires 10-20% travel and will be based in our Cherry Creek office in Denver, Colorado. * All applicants for employment must be legally authorized to work in the US on a full-time basis. Visa sponsorship is not available at this time. Responsibilities Conducting industry, market and company-specific research Performing financial analysis, valuation and financial modeling Participating in client-engagement meetings Developing transaction marketing materials, including pitch books, teasers, confidential information memorandums and management presentations Assisting in the execution of M&A transactions, including the preparation and management of virtual data rooms and the coordination of client and third-party due diligence Building relationships and maintaining contact with established and prospective clients and professional advisors Researching and writing articles for publication in firm and industry journals Performing other duties as assigned Qualifications Bachelor's degree required, major or concentration in business, finance, accounting or related field preferred 3+ years of investment banking, private equity or transaction accounting experience Solid quantitative and analytical skills, including financial accounting, modeling and analysis Experience with Pitchbook, S&P Capital IQ, and Deal Cloud is a plus Interest in the chemicals industry is preferred Experience with chemistry, chemical engineering or the chemical industry is a plus Proven leadership skills and the ability to exercise sound independent judgment Superior organizational and time management skills, and the ability to efficiently manage multiple projects in a fast-paced work environment Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills Demonstrated maturity, integrity and the ability to perform in a self-motivated, entrepreneurial environment, both individually and as a team player Compensation Information $140K-160K, depending on experience, plus annual bonus. FMI provides a comprehensive benefit package consisting of paid employee medical insurance, life insurance and LT disability, as well as other benefit elections. FMI's package includes a strong 401(k) plan, PTO, and parental leave benefit. FMI is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
$140k-160k yearly 60d+ ago
Senior Portfolio Analyst
Janus Henderson Investors 4.8
Finance planner 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! Overview The Senior Portfolio Analyst will support the Core Plus / Multi Sector portfolio management team contributing to the implementation and execution of investment strategies in portfolios to achieve client objectives. This role works closely with senior portfolio managers, analysts, traders, compliance, and risk management to conduct research, build trades, monitor risk and performance, and assist with the implementation of investment decisions in alignment with firm policies. This role is ideal for a detail-oriented individual looking to progress their career in asset management by contributing to the optimization and construction of client portfolios. Your opportunity + Collect, organize, and analyze data to support portfolio construction and monitoring. + Participate and contribute during portfolio construction meetings where portfolio risk targets are set - spread risk, interest rate risk, and asset allocation. + Raise trades on the portfolio manager's behalf when required and resolve compliance alerts. + Assess trades to ensure they consistent will fund objectives, process, and guideline across core plus, balanced and short duration portfolios. + Monitor fixed income portfolios to maintain key risk metrics, key rate duration exposure and asset allocation within portfolio guidelines and manager targets. + Monitor consistency across accounts. + Manage cash and duration exposure for portfolios. + Translate views and recommendations into recommended trades, ensuring position sizes are aligned with objectives. + Use technology and applications to facilitate allocation and portfolio construction. + Liaison with Traders. + Work with Risk and others to monitor portfolio adherence to risk-budgets. + Coordinate with support teams to review performance attribution and risk attribution. + Assist in delivering market intelligence to PM teams as needed. + May serve on internal risk control forums. + Involved in ensuring the portfolio implementation process is efficient and funds remain compliant. + Be subject to supervision by lead Fund Manager and / or may not act independently on some or all of the above responsibilities. + Perform analysis on market data. + Carry out additional duties as assigned. 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 + Discounted 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 + Typically degree educated in a business, math or finance field. + Experience with derivative instruments, including but not limited to futures, swaps and options across rates, credit and FX markets. Familiarity with valuation, risk characteristics and market dynamics is essential. + Strong foundation in macroeconomic theory and its application to investment strategies. Ability to analyze economic indicators and global trends. + Proficient in ex ante risk assessment and attribution analysis with the ability to apply these concepts to assist in the portfolio construction and optimisation process. + Knowledge of relevant sector / product / instruments for the role. + Microsoft office skills to include Excel, Word and PowerPoint. + Knowledge of financial modelling and/or VBA for more quantitative roles. + Basic to intermediate knowledge of Python, for data analysis, financial modelling and automation of tasks. Experience with Tableau. + Knowledge of Bloomberg and other market data platforms. + Knowledge of Charles Rivers, Aladdin or other trade booking system. Nice to have skills + Strong analytical mind-set. + Excellent written and verbal communication skills + Excellent attention to detail + Self-motivated and able to work independently. + Strong interest in financial markets / macroeconomics. + Excellent interpersonal skills, with the ability to build and develop relationships internally and externally. + Excellent time management skills. + Strong risk management skills. + Excellent presentation skills. + Ability to work effectively under pressure. + Where relevant, experience managing and developing other team members. 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 $120,000-$145,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of December 2025. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. 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. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications 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.
$120k-145k yearly 60d+ ago
2026 Investment Banking Analyst
Class VI Partners
Finance planner job in Denver, CO
Investment Banking Analyst Class VI Partners, LLC ("Class VI"), a member of FINRA, provides middle-market sell-side investment banking services, including M&A advisory, private capital raising services, business valuation, corporate advisory, and more. The firm is committed to empowering the entrepreneurial spirit through helping business owners across the nation achieve their dreams and aspirations. If your ideal career involves purpose-driven work with meaningful upside in a fast-growing organization with a unique culture, caring team, and very happy clients, you might thrive as an Analyst at Class VI. Employment Terms and Compensation Target all-in compensation of $95K - $115K, including base salary and target bonus. Generous benefits package offered. Bonus compensation is tied to both overall firm performance (i.e., revenue targets) and individual performance. We are an equal opportunity employer and we value diversity at our company. We do not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state or local laws. Job requirements Ideal Candidate Profile: Investment Banking Analyst Candidates considered for this role will be highly motivated self-starters who possess financial modeling skills, strong oral and written communication abilities, demonstrated time management skills, and the desire to work on a collaborative team. This role is designed to start in the summer of 2026, but there is flexibility in timing. The ideal candidate holds a relevant degree with a good academic track record (3.5 GPA or higher), has proficiency in Microsoft Excel and PowerPoint, and possesses a high level of interest in M&A. FINRA SIE and Series 79 licenses are a plus, but not required or expected. Authorization to work anywhere in the U.S. is required. As Class VI is a smaller firm, Analysts receive significant exposure to the entire sell-side M&A transaction process with countless opportunities for individual growth and development. Furthermore, each team member is frequently called upon to perform multiple functions outside of his or her stated responsibilities. At Class VI, Analysts are truly critical to each transaction process as well as the broader success of the firm. Analyst Job Responsibilities: • Building financial models and analyses, pitch decks, reports, presentations, and developing other materials essential to a successful sell-side M&A process • Honing your client management skills by attending frequent client meetings and calls while serving as the lead point of contact with clients for various data and information requests • Assisting with all aspects of the deal process, including managing timelines and third parties, due diligence and data room management, the creation of research-based bidder lists, and more • Contributing to firm-wide innovation initiatives and the improvement of internal processes and procedures Additionally, it is expected that an Analyst will perform in a manner consistent with the Class VI value system, core competencies, and performance objectives established below. The values to which each Class VI team member must adhere include: • Hustle / Humility / Relationships • Honesty / Integrity • Customer Excellence • Teamwork • Personal Accountability • Continuous Team and Individual Improvement • Fairness and Transparency • Hard Work and Balance All done! Your application has been successfully submitted! Other jobs
$95k-115k yearly 60d+ ago
Emerging Financial Planner - CO, Denver (5068)
AXA Equitable Holdings, Inc.
Finance planner job in Denver, CO
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. * Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $31,000 annually. * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
$31k yearly 44d ago
Cryptocurrency / Investment Advisor Denver, Colorado
Einstein Ai
Finance planner job in Denver, CO
Einstein AI is one of the most unique Crypto companies in the World. We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Investors can choose to invest in one area only or allow us to assist in all 3. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. NFT Market is brand new we are assisting in buying selling art and gaming projects within the NFT space which is exploding. The NFT sector is optional for investors and becoming a part of our NFT portfolio. We are looking for brokers who have serious investors that want to invest in the space and build their net worth. On the retail side if brokers want to invest themselves there is a 5K minimum, Metamask is used in that environment to allow the accounts to grow more rapidly. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Our AI monitors/trades 10000+ coins 24/7 on Metamask and Exchange environments IE Binance, Coinbase. We work with clients all over the world and currently are in 80 countries. Our team is hiring wealth managers/brokers that assist clients in onboarding their portfolio and managing your existing client base. We are looking for a very select team of Brokers, worldwide to work closely with Einstein to onboard clients investing in Cryptocurrency Markets. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and work remotely anywhere in the world. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely and allowing you to focus on new clients. If you recognize the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game-changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close-knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that are currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however, I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 25k USD in BTC equivalent. We do not accept less than 25k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up connections to their existing exchange (31 Exchanges supported), Metamask, and NFT (Optional). All Brokers will receive residuals from profits billed to the client on the performance fee of 22%. Einstein AI does not have wallets on our system, they are on the client exchanges we connect the software into (API keys) themselves. Your funds never leave your trading account on Exchange (Binance, Coinbase etc) or Metamask; clients are in complete custody of the client at all times. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Cryptocurrency Market Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************
$61k-111k yearly est. 60d+ ago
Investor Relations Associate
Scale IR
Finance planner job in Denver, CO
Job Description Title: Investor Relations Associate Scale IR is hiring on behalf of a private investment sponsor raising capital under Rule 506(c). This firm is an alternative asset manager specializing in private real estate and private credit, focused on value-add multifamily properties. The platform offers institutional-quality investments, managing all aspects of property and construction in-house, and provides deal-by-deal access, as well as private fund offerings. The firm is looking for a full-cycle Investor Relations Associate with a proven track record in capital raising, who can own the investor relationship from first contact through to close. Key Responsibilities Own the full investor journey: from first contact through to commitment Qualify inbound and reengaged leads for timeline, liquidity, accreditation, and fit Educate prospects on the firm's investment thesis, offerings, and process Guide prospects through next steps: diligence, calls, document access, and Q&A Involve partners or senior IR professionals as needed to close high-potential leads Maintain pipeline tracking and reporting in CRM Follow up with leads throughout the funnel to maximize conversion and retention Hit activity and conversion goals aligned to meetings, movement, and closes Work with the IR and marketing teams to develop investor decks, case studies, and branded collateral What Were Looking For 3+ years in a client-facing role with measurable success across revenue or retention Proven ability to manage a sales or engagement pipeline end-to-end Comfortable navigating investor objections and managing complex conversations Familiar with CRM platforms (HubSpot, Salesforce, Active Campaign, etc.) Background in financial services, private equity, or high-ticket consultative sales is a plus Self-starter comfortable working remotely and meeting weekly performance goals Ongoing support with investors, feedback on products/collateral or industry/market research is all a plus Qualifications 3+ years of professional experience in investor relations with measurable success in capital raising, private equity, real estate investment, wealth management, or financial sales Familiarity with accredited investor and institutional sales processes Strong organizational skills with an ability to manage multiple priorities and follow through on details Skills & Competencies Excellent communication and presentation skills; comfortable interacting with investors and stakeholders at all levels Strong sales skills; comfortable with financial models, KPIs, forecasts, and performance metrics Financial acumen - comfortable discussing investment structures, returns, and performance metrics Proficient in CRM tools (e.g., HubSpot, Salesforce) and Microsoft Office Suite; experience with investor portals a plus Team-oriented with a proactive, self-starter mindset Why Join Work directly with a fast-growing investment platform and senior leadership team Gain hands-on exposure to both retail and institutional capital markets Career growth potential in a rapidly expanding IR function Competitive base salary, performance-based bonuses, and participation in project profit interests Hybrid work flexibility and a collaborative, entrepreneurial team culture in Denvers investment community
$59k-104k yearly est. 15d ago
Financial Wealth Advisor - Denver, CO
Corebridgefinancial
Finance planner job in Denver, CO
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. Compensation The average total compensation for this role historically has ranged from $90,000-$100,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits. This posting is expected to close 30 days after displaying on our careers site. #LI-CBF #LI-LR1 #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Applications will be accepted for this position until a satisfactory candidate pool has been identified. Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$90k-100k yearly Auto-Apply 60d+ ago
Financial Advisor
Rfg Advisory
Finance planner job in Englewood, CO
Full-time Description Our partner, DesignWealth , a growing advisory firm in Denver, CO, is seeking a collaborative and client-engaged Financial Advisor. You'll have the opportunity to build deep relationships with clients and help them navigate their financial futures with confidence. About the Role: As a Financial Advisor, you will serve as the cornerstone of our client engagement strategy, blending financial expertise with personalized guidance to empower individuals and families to achieve their financial aspirations. Operating within a collaborative, growth-oriented team, you will deliver tailored solutions that reflect our commitment to integrity, innovation, and excellence. This role offers the opportunity to shape client outcomes while contributing to the firm's mission of creating a culture of empowerment and trust. This is an on-site role in Englewood, CO. Key Responsibilities: Financial Planning & Strategy Development Develop, present, and implement tailored financial plans that align with each client's short- and long-term financial goals. Provide comprehensive advice on a wide range of financial topics, including retirement income, insurance, investments, taxes, and estate planning. Assist clients with the setup and management of annuities, life insurance, and other financial solutions, ensuring their needs are met holistically. Monitor and manage client portfolios, making adjustments as needed to ensure alignment with the client's risk tolerance and evolving financial objectives. Ensure Required Minimum Distributions (RMDs) are managed for qualified accounts and handle any issues related to new accounts, transfers, or amendments. Client Relationship Management Build and maintain strong client relationships through regular communication and exceptional service. Conduct client review meetings, prepare financial summaries, and provide ongoing updates to ensure clients stay on track to meet their goals. Proactively respond to client inquiries, process servicing requests, and resolve any issues that arise to maintain a high level of client satisfaction. Support business development by sourcing new clients through referrals, centers of influence, and networking opportunities. Engage prospective clients through educational seminars and events, positioning yourself as a trusted resource for financial guidance. Guide prospects through the financial planning process and deliver a high-touch experience that converts them into long-term clients. Operational & Compliance Management Ensure all activities comply with industry regulations and the firm's internal policies, acting in the best interest of clients at all times. Maintain accurate records of client interactions, transactions, and correspondence within the firm's CRM system (RedTail), ensuring transparency and seamless communication with team members. Keep client data up-to-date, documenting all actions and decisions to ensure accuracy and compliance. Ensure client portfolios are updated and aligned with changes in market conditions or client needs, making timely recommendations when adjustments are required. Team Collaboration & Support Work closely with senior financial advisors and internal teams to provide support in client service and financial planning initiatives. Contribute to team meetings and share insights on client strategies, staying informed of new trends, products, and best practices to enhance client outcomes. Assist in the preparation and organization of pre-appointment materials, client review summaries, and follow-ups to ensure a smooth and efficient client experience. Handle all client transactions and servicing requests with attention to detail and a focus on providing exceptional customer service. Why Join Us? Be part of a dynamic and growing firm committed to providing exceptional client service. Collaborate with a team of professionals in an environment that values integrity, innovation, and continuous learning. Competitive compensation package, including salary, bonuses, and benefits. Opportunity for professional growth and career advancement. Salary: $96,000 plus potential commission Apply today to join our team in Denver, CO! Requirements Qualifications: Series 65 license or Certified Financial Planner (CFP) required; Life & Health Insurance preferred. Bachelor's degree in finance, economics, business, or a related field. 2-4 years of experience in financial advisory, client service, or a related role. Proficient in financial planning tools, CRM systems, and Microsoft Office Suite. Experience working in a customer-facing role, with a demonstrated ability to build relationships and deliver excellent client service. Strong understanding of financial planning, including investments, insurance, retirement, taxes, and estate planning. Ability to explain complex financial concepts in a clear, concise, and accessible manner Exceptional time management and organizational abilities to handle multiple priorities effectively with attention to detail in preparing client review materials and managing documentation. Proactive approach to identifying and addressing client needs with analytical skills to resolve client issues and support effective financial planning. Salary Description $96,000
$96k yearly 19d ago
Financial Advisor
Northwestern Mutual 4.5
Finance planner job in Fort Collins, CO
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$54k-94k yearly est. Auto-Apply 60d+ ago
Advisor, Finance Operations (Medical Customer Rebates)
Cardinal Health 4.4
Finance planner job in Denver, CO
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 39d ago
Financial Advisor
Grimes & Company Wealth Management
Finance planner job in Denver, CO
Full-time Description Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add an experienced Financial Advisor to our dynamic and client-focused team. This is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and families achieve their financial goals. About the Role - candidates local to Denver, Colorado are encouraged to apply. As a Financial Advisor at Grimes & Company you will serve as a trusted partner, providing tailored investment and wealth management strategies while collaborating with our internal advisory team to deliver comprehensive financial solutions. You will have the support of a collaborative team of specialists across investment management, financial and retirement planning, and insurance, allowing you to deliver holistic, personalized advice that makes a lasting impact. If you're passionate about building meaningful client relationships, providing exceptional service, and helping clients navigate complex financial decisions, we want to hear from you. Key Responsibilities Build and maintain strong relationships with our valued clients, understanding their goals, risk tolerance, and financial priorities. Deliver customized financial and investment strategies that align with clients' long-term objectives. Partner with internal experts in financial planning, investments, and insurance Identify opportunities to grow client relationships and attract new business through referrals and networking. Stay current on market trends, regulations, and industry developments, communicating insights to clients. Ensure all client interactions and records meet compliance and fiduciary standards. Requirements Bachelor's degree required ; Minimum of 4 years of experiences as an Investment Adviser Representative (IAR) required ; CFP designation highly preferred; FINRA Series 65 license preferred but not required; Proven success in managing client relationships and delivering exceptional service. Strong knowledge of investment products, markets, and financial planning principles. Exceptional communication skills with the ability to simplify complex financial concepts. Highly organized, client-focused, and results-driven. Benefits We offer a comprehensive benefits package including: 401(k) retirement plan 401(k) match Health insurance Dental insurance Vision insurance Flexible spending accounts Life insurance Disability insurance Paid time off Parental leave Why Join Us? Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways. Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized. Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication. If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients! Salary Description $110,000-$200,000 per year
$37k-71k yearly est. 60d+ ago
Financial Analyst Intern, application via RippleMatch
Ripplematch Internships 3.9
Finance planner job in Denver, CO
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
$33k-52k yearly est. Auto-Apply 60d+ ago
Spanish Speaking Financial Representative
The Us Marketing Group
Finance planner job in Denver, CO
Stop Scrolling Life Licensed Agents! Take a look at this I am so excited that you are reading this We have been in business for over 20 years mentoring agents into becoming partners with us. Established offices all over Colorado. Yes, you have an office to work from, without the office expense. You service the clients who come to the office. (Who can honestly say that? WE CAN!) This is for you if you are either someone who wants to become a licensed agent, is a rookie agent or has been in the business for a long time but hasn't been able to scale. If you are already thinking "Yes, yes, yes! I want to learn more." Then I invite you to APPLY ... AND if you want to learn things like: How to have success in a lucrative business What it looks like to be supported every step of the way Build a business, within a business Are you in? Apply and book your interview now Si hablas español, tenemos una oportunidad muy grande para ti, atendiendo a la comunidad hispana en el Estado de Illinois.
$26k-40k yearly est. 60d+ ago
Spanish Speaking Financial Representative
Us Marketing Group Inc. 4.2
Finance planner job in Denver, CO
Job Description Stop Scrolling Life Licensed Agents! Take a look at this I am so excited that you are reading this We have been in business for over 20 years mentoring agents into becoming partners with us. Established offices all over Colorado. Yes, you have an office to work from, without the office expense. You service the clients who come to the office. (Who can honestly say that? WE CAN!) This is for you if you are either someone who wants to become a licensed agent, is a rookie agent or has been in the business for a long time but hasn't been able to scale. If you are already thinking "Yes, yes, yes! I want to learn more." Then I invite you to APPLY ... AND if you want to learn things like: How to have success in a lucrative business What it looks like to be supported every step of the way Build a business, within a business Are you in? Apply and book your interview now Si hablas español, tenemos una oportunidad muy grande para ti, atendiendo a la comunidad hispana en el Estado de Illinois. #hc140001
$27k-35k yearly est. 28d ago
Investment Banking Associate: Technology
GLC 4.4
Finance planner job in Denver, CO
GLC Advisors & Co. is a leading independent investment banking advisory firm delivering objective, senior-level expertise to successfully execute financial advisory assignments. The senior professionals at GLC have advised on over 900 transactions involving more than $800 billion in aggregate deal volume. The senior team at GLC has worked together over two decades and brings financial advisory experience from a variety of bulge bracket and elite boutique investment banks. GLC offers comprehensive services to its clients across many product areas including: Mergers & Acquisitions Financing / Debt Advisory Restructurings & Recapitalization Valuation and Fairness Opinions Our offices are located in New York, Denver, Los Angeles and San Francisco. For more information visit ************* Job Brief Our Denver office is looking for an exceptionally talented individual at the Associate level for our growing Technology practice. Associates work on small deal teams and have direct exposure to clients and senior bankers. Associates are expected to handle a high level of responsibility in the execution of M&A, financing and restructuring transactions. Consequently, we expect our Associates to embrace a fast-paced environment, a high-level of responsibility, and leadership in a team setting. Responsibilities Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. Responsibilities include: Planning, structuring and executing M&A and financing transactions Interfacing with clients as well as legal counsel to drive transaction execution Managing deal teams and working with analysts to develop information memorandums, financial models, valuation analyses and presentations Preparing presentations and analyses under tight timelines used for client interactions Qualifications Exceptional work ethic, intellectual curiosity, leadership and analytical aptitude Prior experience working as an analyst or associate within an investment bank is preferred but not required Demonstrable transaction and managerial experience preferred Proven self-starter Strong modeling and financial statement analysis skill Knowledge of Excel, Word, PowerPoint, Capital IQ, PitchBook, and other financial information tools Excellent written and oral communication skills Ability to work in a fast-paced environment Bachelor's Degree required We offer an exciting work environment with an entrepreneurial spirit. Benefits include healthcare, dental and vision coverage. The position is eligible for incentive bonus compensation. GLC Advisors is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, martial or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. GLC Advisors also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants.
$94k-136k yearly est. Auto-Apply 45d ago
Investment Banking Analyst | Class of 2026
FMI 4.3
Finance planner job in Denver, CO
FMI is a leading consulting and investment banking firm dedicated to serving the built environment. By joining us, you'll tap into our more than 70-year history of improving the industry and immediately help drive innovation in engineering, construction, infrastructure and related sectors. Our entrepreneurial culture values relationships and our clients turn to us for our industry-specific expertise that delivers results. We are seeking a talented professional to join FMI Capital Advisors, the firm's investment banking group and registered broker-dealer. Clients engage FMI for our unmatched industry knowledge and access to leading firms. As an Analyst, you will serve as a generalist supporting multiple sector coverage teams, playing a key role in each engagement. Successful Analysts thrive in our collaborative environment that values initiative, curiosity, and teamwork. This is a full-time opportunity based in our Denver, Colorado office, with an anticipated start date in August or September 2026. All applicants for employment must be legally authorized to work in the US on a full-time basis. Visa sponsorship is not available at this time. Responsibilities Supporting multiple sector coverage teams in business development activities Meticulously documenting client and transaction activity Conducting industry, market and company-specific research Performing financial analysis and financial modeling Preparing transaction marketing materials, including pitch books, teasers, confidential information memorandums, and management presentations Conducting preliminary valuation work Researching investment opportunities in various construction industry niches Providing support to members of the investment banking group and other duties as assigned Managing multiple projects efficiently and independently in a fast-paced work environment Qualifications Bachelor's degree required with a graduation date of Summer 2026 or earlier Strong proficiency in MS Office (Word, PowerPoint, Excel) Solid quantitative, analytical and critical thinking skills Ability to create and analyze financial and valuation models Previous investment banking internship experience desired Ability to research and analyze industry and company data, trends and news to draw thoughtful and compelling conclusions A “raise your hand” mentality - the first to volunteer for or request a new assignment Demonstrated interest in the building and construction industry, broadly defined Ability to manage multiple projects efficiently and independently in a fast-paced work environment Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills Demonstrated maturity, integrity, and the ability to perform in an entrepreneurial environment, both individually and as a team player The base salary for this role is $80,000 plus bonus opportunity. FMI provides a comprehensive benefit package consisting of paid employee medical insurance, life insurance, and LT disability, as well as other benefit elections. FMI's package includes a strong 401(k) plan, PTO, and parental leave benefit. FMI is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
$80k yearly 27d ago

Learn more about finance planner jobs

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

The average finance planner in Boulder, CO earns between $33,000 and $109,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in Boulder, CO

$60,000

$33,00010%

$60,000Median

$109,00090%

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Finance planner jobs in Boulder, CO

Financial Planner

Financial Planner Seeking Former Educator/Coach

Financial Planner Seeking Former Educator/Coach

Investment Banking Associate: Gaming, Media & Technology

Investment Banking Associate | Chemicals

Senior Portfolio Analyst

2026 Investment Banking Analyst

Emerging Financial Planner - CO, Denver (5068)

Cryptocurrency / Investment Advisor Denver, Colorado

Investor Relations Associate

Financial Wealth Advisor - Denver, CO

Financial Advisor

Financial Advisor

Advisor, Finance Operations (Medical Customer Rebates)

Financial Advisor

Financial Analyst Intern, application via RippleMatch

Spanish Speaking Financial Representative

Spanish Speaking Financial Representative

Investment Banking Associate: Technology

Investment Banking Analyst | Class of 2026

Learn more about finance planner jobs

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