A leading financial advisory firm in Denver is seeking a Senior Financial Advisor to provide fee-based financial advice and asset management. The role involves evaluating client needs and presenting tailored recommendations. Ideal candidates will have direct client-facing experience in wealth management and be able to build strong client relationships. The position offers a competitive compensation package, including a base salary and performance-based bonuses, along with comprehensive benefits. Applicants should possess an active Series 65 and a willingness to obtain insurance licenses.
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$74k-121k yearly est. 5d ago
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Financial Analyst
Remax 4.2
Finance planner job in Denver, CO
RE/MAX Holdings is seeking a skilled and driven Financial Analyst with 2+ years of experience to join our FP&A team. This mid-level role is responsible for leading financial planning and analysis across key business segments, with a focus on strategic forecasting, performance measurement, and cross-functional collaboration. The ideal candidate will bring a strong analytical foundation, proven experience in corporate finance, and the ability to translate complex data into actionable insights that influence decision-making at all levels of the organization.
This position requires a proactive mindset, ownership of financial deliverables, and the ability to partner effectively with stakeholders across departments. You'll play a critical role in budgeting, forecasting, variance analysis, and executive reporting, while also contributing to strategic initiatives and process improvements.
Key Responsibilities
Lead financial planning processes including annual budgeting, rolling forecasts, and long-range planning for assigned business units.
Partner with department leaders to develop accurate forecasts, identify cost-saving opportunities, and support strategic initiatives.
Perform detailed monthly variance analysis between forecast, budget, and actuals; investigate root causes and recommend corrective actions.
Prepare and present financial reports and dashboards to senior leadership, highlighting key performance drivers and trends.
Build and maintain complex financial models to evaluate business cases, investment opportunities, and strategic initiatives.
Collaborate with cross-functional teams to improve forecasting accuracy and drive operational efficiency.
Support executive leadership with ad-hoc analysis, scenario modeling, and strategic recommendations.
Contribute to the development of new reporting templates and tools
Continuously identify and implement process improvements to enhance the quality and impact of FP&A activities.
Qualifications & Skills
Required: Bachelor's degree in Finance, Accounting, Economics, or related field.
Required: Minimum of 2+ years of experience in a Financial Analyst role, preferably within corporate FP&A.
Proven experience in budgeting, forecasting, financial modeling, and performance analysis.
Strong business acumen and ability to influence stakeholders through data-driven insights.
Advanced proficiency in Microsoft Excel and PowerPoint.
Experience with Oracle/Hyperion, PBCS, and Tableau or SQL is a plus.
Solid understanding of financial statements and GAAP accounting principles.
Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences.
Highly organized, detail-oriented, and capable of managing multiple priorities independently.
Demonstrated ability to work collaboratively across teams and contribute to a culture of continuous improvement.
Compensation & Benefits
Hire Range/Rate:
Final compensation will be based on experience, skills, and location. Additional compensation may include bonus eligibility.
Benefits Include:
Competitive medical, dental, and vision coverage
401(k) and Roth 401(k) with company match
Health savings account with company contribution
Flexible spending accounts
Paid parental leave (maternity, adoption, foster)
Educational assistance and student loan support
Paid holidays and flexible time-off program
ClassPass discount and monthly subsidy
And more!
About RE/MAX Holdings
RE/MAX is the #1 real estate brand in the world, empowering entrepreneurs through industry-leading tools, training, and technology. Join a company where your ideas are valued, your contributions matter, and your career can thrive.
Hire Range/Rate:
$65,000 - $78,000
Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX, LLC total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility.
Competitive Medical, Dental, and Vision benefits
Retirement plans with optimal company match
Annual bonus/merit opportunity
Educational Assistance
Mental Health support program
O.R.E. Events offered in-person and virtually
Mentorship program
Employee Resource Groups
Community Engagement
Diversity, Equity, and Inclusion
Parenting
Remote
Women at REMAX
RE/MAX, LLC & Motto Mortgage
Now is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your
RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas!
RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
*As measured by transactions sides
Application Deadline: January 22, 2026
$65k-78k yearly 4d ago
Land Strategy Investment Associate
Tract
Finance planner job in Denver, CO
The Strategy/Investment Associate is a unique hybrid operating / investing role with the opportunity to learn all aspects of real estate investments and work on analyses that will drive core strategic business decisions at Tract. The role will involve market research, financial analysis and modeling, site acquisition, due diligence, and data analysis / visualization to produce a variety of investment materials to present to senior leadership. The right candidate is a self-starter with strong research and analytical abilities, comfortable working in team environments, but also able to independently manage and own tasks. This is an exciting role with an opportunity to build skills, leverage experienced mentorship to learn deal sourcing and negotiation, and grow within a dynamic company.
Responsibilities
Research, gather, and analyze useful datasets from public and proprietary sources to summarize market trends and evaluate new opportunities
Develop, screen and contact acquisition prospects and other market stakeholders
Create financial models using data-driven assumptions to determine valuation/ acquisition pricing and potential investment returns
Build presentation materials to form an investment case and present to senior leadership/investment committee
Collaborate with GIS, development, and legal teams to accelerate due diligence efforts and work towards transaction closing
Baseline Requirements
Education: Bachelor's Degree in Accounting/Finance, Economics, Real Estate, Computer Science, or related degree.
Experience:
3+ years of experience at an investment bank, management / strategy / real estate consulting firm, corporate development, or private equity / venture capital
Prior experience in transaction execution
Proficiency in Microsoft Excel / Word / PowerPoint
Bonus: familiarity with GIS data formats, experience with data visualization tools (e.g. Tableau or equivalent), or programming (e.g. Python, R, Javascript)
Preferred background in data centers, real estate, utility, or industrial industries
Travel: This position will require occasional travel to Tract markets - up to 10% per year.
Required Traits and Skills
Responsible, ethical, and collaborative mindset with a can-do attitude, pride in work product, and appreciation of the value of communicating, brainstorming and sharing information
Passion for entrepreneurial growth or real estate and a hands-on, collaborative approach towards investing and business
Enthusiastic problem solver who enjoys widely varied challenges
Self-starter who can take the lead on complex projects, work under pressure, deal with multiple deadlines, and work with minimal supervision
Detail oriented to support data-driven analysis and decision-making
Strong written communication skills including internal reports / memos and verbal communication skills including presentations to senior leaders and board members
Eagerness to be a part of building something unique, special, and valuable in a dynamic environment with a top-notch team
Expected Salary Range: $155,000 - $195,000 Total Compensation (Base + Annual Bonus)
Tract Employment
Tract employees enjoy competitive compensation and comprehensive benefits, including 100% employer-covered medical, dental, and vision insurance, a 401K program, standard paid holidays, and unlimited PTO.
NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned to meet the organization's ongoing needs.
Tract is proud to be an Equal Opportunity Employer. Qualified applicants are considered for employment regardless of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or veteran status. If you need assistance applying for any of our open positions, please contact us at **************.
$155k-195k yearly 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
Investor Relations Associate
Speed Bay Warehouse Solutions
Finance planner job in Denver, CO
Reports to: Head of Investor Relations
Schedule: Full-time, Monday-Friday, In-Office
Speed Bay Warehouse Solutions is a vertically integrated real estate investment and management platform focused on acquiring and operating shallow bay, multi-tenant light industrial assets in prime infill markets throughout the U.S. Sponsored by the founders of Black Creek Group-whose 30-year track record includes over $25 billion in real estate transactions-the firm is led by a seasoned executive team with extensive real estate industry experience and deep expertise investing in and managing multi-tenant light industrial properties. Speed Bay is building a national portfolio designed to deliver durable, long-term value through disciplined acquisitions, operational excellence, and technology-enabled performance.
This is an exciting opportunity to join an emerging commercial real estate operating platform focused on acquiring and managing multi-tenant light industrial shallow bay properties in key metropolitan areas across the US.
About the Role
The Investor Relations Associate is responsible for overseeing all investor information, marketing, and communication initiatives, serving as a liaison for current and prospective investors. This role helps lead the development and execution of Speed Bay's corporate brand, including capital raising campaigns, investor communications, and investor due diligence requests. The Associate will manage the company's investor and marketing materials and collaborate with cross-functional leadership to support product development, and long-term growth of the company's capital markets presence.
Key Responsibilities
Serve as one of the primary contacts for investor information needs, responding to formal Requests for Proposal (RFP), ad hoc diligence inquiries, and completion of Due Diligence Questionnaires (DDQs) through the fund marketing process.
Work with legal counsel to prepare and manage investor-facing documents, including Private Placement Memorandums, co-investment offerings, special fundraising notices, and memos for specific diligence topics.
Communicate with prospective and existing investors to address ongoing questions and requests as they complete fund due diligence.
Coordinate logistics, agendas, and materials for onsite and virtual due diligence meetings with potential investors.
Partner with executive leadership, acquisitions, and product development teams to support new and existing investment products, participate in development of marketing materials for launches, and ensure clear communication of product features and performance to investors.
Lead corporate brand strategy across investor communications.
Develop, review, and update marketing assets such as pitch decks, brochures, branding guides, and other collateral to support capital raising and company visibility.
Present ideas, instructions, and investment information clearly, both orally and in writing, to internal and external audiences.
Review and interpret real estate investment performance data for communication with investors and consultants.
Manage multiple projects, leveraging internal resources to ensure timely, accurate, and effective completion.
Maintain a helpful, patient, and professional attitude in all interactions across teams and with external partners and investors.
Support product development initiatives by collaborating with acquisitions and executive teams on new fund structures to align with investor interests and market demand.
Travel as required to fulfill job responsibilities and attend meetings, trainings, or events, based on business and fund raising needs.
Qualifications
Bachelor's degree (B.A. or B.S.) in business, real estate or related field.
Minimum 5 years' experience in investor relations, financial services or a related capacity. Real estate experience required.
Demonstrated ability to interpret and explain real estate investment data and complete industry-standard DDQs.
Exceptional written and verbal communication skills and ability to present complex concepts.
Excellent organizational, self-review, project management, and multitasking capabilities with attention to detail and accuracy.
Proficient in design and office platforms (Adobe, Microsoft Office Suite, etc.).
Strong team orientation and cross-functional collaboration skills.
Knowledge of fund structures and investment marketing is a requirement.
What We Offer
Competitive salary + bonus structure
Benefits package including Medical, Dental, Vision and Life Insurance
401k Plan
Paid office parking
Growth opportunities within a thriving real estate company
A collaborative and supportive work environment
The opportunity to shape the company's brand and directly impact market presence
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings.
The annual full-time base salary range for this role is:
$110,000 - $135,000
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and Speed Bay Senior Management approval. Speed Bay offers PTO and paid holidays, the terms of which are set forth in the program policies. All full-time employees are also eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K, in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision:
Speed Bay is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights: Workplace Discrimination is Illegal:
Speed Bay does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to Speed Bay in any manner will be considered Speed Bay property, and Speed Bay will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
$110k-135k yearly Auto-Apply 60d+ ago
Investor Relations Associate
Scale IR
Finance planner job in Denver, CO
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
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
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$61k-111k yearly est. 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 FINANCIALPLANNER (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 60d+ ago
Advisor, Finance Operations
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_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 33d ago
Financial Advisor
Northwestern Mutual 4.5
Finance planner job in Denver, CO
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified FinancialPlanner 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 FinancialPlanner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIALPLANNER , and CFP (with plaque design) in the United States to Certified FinancialPlanner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$54k-94k yearly est. Auto-Apply 3d ago
Entry-Level Financial Advisor
Career Headhunter
Finance planner job in Boulder, CO
Entry-Level Financial Advisor - Remote / Hybrid
Launch Your Career with Fortune-500-Level Support
Uncapped Earnings - Base draw plus commission, residual income, and performance bonuses.
Big-Firm Resources - National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
Mentorship & Training - Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
Flexibility & Autonomy - Remote or hybrid schedule that supports work-life balance.
Comprehensive Benefits - 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.
What You'll Do
Generate & Qualify Leads - Prospect by phone, email, social media, and networking events; screen for fit.
Build Relationships - Nurture prospects, request referrals, and coordinate meetings with senior advisors.
Support Clients - Address questions, surface needs, and introduce insurance and investment solutions.
Joint Work & Learning - Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
Expand Our Reach - Cultivate channel partners (business owners, associations, community groups).
What You'll Bring
Education: Bachelor's in Business, Marketing, or similar (or equivalent experience).
Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
Licensing: Life & Health license preferred-or commitment to obtain quickly (firm-sponsored).
We Provide
Compensation & Benefits
W-2 with 7.5 % FICA
401(k) with 6 % match
Medical, dental, vision, life & disability coverage
National recognition programs and chairman's trips
Career Launch Package
Licensing fees and study materials paid
Structured 90-day ramp with dedicated mentor
Marketing leads, digital tools, and administrative support
Clear pathway to Senior Advisor, Recruiting, or Leadership tracks
Your Next Step
Ready to turn ambition into a rewarding advisory career?
Strategic Financial Concepts - Your success starts here.
Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
$37k-71k yearly est. Auto-Apply 2d ago
Financial 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
Job Description
Financial Advisor
Who we are
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
We're passionate about excellence.
Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what do, and we believe you will too.
We provide the book of business. You build the possibilities.
Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
What you'll do as a Financial Advisor:
Meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies.
To help you get started, we offer the resources needed to build your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
What we are looking for
We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients.
High school diploma or GED, Bachelor's degree preferred
Two plus years of experience working as a Financial Advisor
A successful sales track record
FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66
Active state life, health & variable license
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At COREBRIDGE FINANCIAL, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
To learn more please visit: ***************************
#LI-SAFG
#LI-Remote
#LI-CBF
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Applications will be accepted for this position until a satisfactory candidate pool has been identified.
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%):Relocation Provided:The Variable Annuity Life Insurance Company
$37k-71k yearly est. Auto-Apply 60d+ ago
Intern, Financial Analyst
Congruex
Finance planner job in Denver, CO
Job Profile
Job Title: Intern, Financial Analyst
Reports To: Senior FP&A Analyst
Department: Finance
Primary Location: Boulder and Denver, CO
Compensation: $20/hour
Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at
****************
.
Who is Congruex
Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions.
We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do.
We are building tomorrow, together. Will you join us?
Your New Job
Job Summary:
Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry
Key Responsibilities:
· Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes
· Support and refine annual budget process and recurring forecasting process
· Provide operational support for Treasury, including cash management and cash forecasting
· Support capital markets initiatives, including refinancing and debt issuance activities
· Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration
· Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls
· Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies
· Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion
Qualifications:
· Strong interpersonal, communication and leadership skills
· Intellectually curious with a desire to understand and improve processes
· Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment
· Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum
Preferred Skills:
· Exposure to key operational and financial accounting concepts and financial statement analysis
· Ability to work with complex data sets
Why Work At Congruex
Opportunities
We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services.
Wellbeing
We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location.
Culture
The pillars of Congruex culture are GRIT, safety, inclusion, and family.
· GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce.
o Guts - having the guts to do the right thing
o Reliability - being reliable to deliver what we promise
o Innovation - innovating every day
o Teamwork - embracing teamwork together as One Congruex
· Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between.
· Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all.
· Family: We are a family-oriented company committed to the long-term health and development of our people.
The Fine Print:
Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.
$20 hourly 3d ago
Intern, Financial Analyst
Congruex LLC
Finance planner job in Denver, CO
Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at *****************
Who is Congruex
Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions.
We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do.
We are building tomorrow, together. Will you join us?
Your New Job
Job Summary:
Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry
Key Responsibilities:
* Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes
* Support and refine annual budget process and recurring forecasting process
* Provide operational support for Treasury, including cash management and cash forecasting
* Support capital markets initiatives, including refinancing and debt issuance activities
* Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration
* Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls
* Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies
* Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion
Qualifications:
* Strong interpersonal, communication and leadership skills
* Intellectually curious with a desire to understand and improve processes
* Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment
* Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum
Preferred Skills:
* Exposure to key operational and financial accounting concepts and financial statement analysis
* Ability to work with complex data sets
Why Work At Congruex
Opportunities
We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services.
Wellbeing
We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location.
Culture
The pillars of Congruex culture are GRIT, safety, inclusion, and family.
* GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce.
o Guts - having the guts to do the right thing
o Reliability - being reliable to deliver what we promise
o Innovation - innovating every day
o Teamwork - embracing teamwork together as One Congruex
* Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between.
* Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all.
* Family: We are a family-oriented company committed to the long-term health and development of our people.
The Fine Print:
Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.
$20 hourly 3d 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 60d+ ago
Investments Associate
Speed Bay Warehouse Solutions
Finance planner job in Denver, CO
Reports to: Market Officer
Schedule: Full-time, Monday-Friday, In-Office
Speed Bay Warehouse Solutions is a vertically integrated real estate investment and management platform focused on acquiring and operating shallow bay, multi-tenant light industrial assets in prime infill markets throughout the U.S. Sponsored by the founders of Black Creek Group-whose 30-year track record includes over $25 billion in real estate transactions-the firm is led by a seasoned executive team with extensive real estate industry experience and deep expertise investing in and managing multi-tenant light industrial properties. Speed Bay is building a national portfolio designed to deliver durable, long-term value through disciplined acquisitions, operational excellence, and technology-enabled performance.
This is an exciting opportunity to join an emerging commercial real estate operating platform focused on acquiring and managing multi-tenant light industrial shallow bay properties in key metropolitan areas across the US.
About the Role
The Acquisitions Associate will play a key role in supporting the evaluation and execution of commercial real estate investments. This individual will be responsible for financial modeling, underwriting, and asset valuation using tools such as Argus Enterprise (AE) and Microsoft Excel. In addition, the Associate will contribute to the preparation of investment presentations, investor memos, and internal reports to support decision-making. The ideal candidate is proactive, detail-oriented, and able to balance multiple priorities in a fast-paced environment. Strong organizational and project management skills are essential, along with the ability to work independently as well as collaboratively across teams. A successful candidate will demonstrate initiative, problem-solving ability, and a focus on driving efficiencies within the investment process.
Key Responsibilities
Build and maintain detailed financial models and cash flow projections using Microsoft Excel, Argus Enterprise, and Argus DCF.
Prepare comprehensive investment memoranda for internal stakeholders and external partners, translating complex financial data into clear, actionable insights.
Analyze property-level financials including historical operating results, budgets, rent rolls, leases, loan agreements, and ground leases.
Review real estate documents related to ownership structures, contracts, accounting, and operational performance.
Collaborate with brokers, lenders, and third-party consultants to validate assumptions and strengthen underwriting analyses.
Prepare lease abstracts and conduct detailed lease reviews to assess risk and identify value opportunities.
Perform market and property-level research utilizing industry platforms (e.g., CoStar, Greenstreet…etc.) to support investment decision-making.
Evaluate CAM reconciliations, operating statements, and debt documents to ensure accuracy and consistency across models.
Monitor market trends and real estate fundamentals to inform and refine underwriting assumptions.
Identify key financial and operational drivers at the asset level and provide recommendations to enhance value and resolve challenges.
Travel as required to fulfill job responsibilities and attend meetings, trainings, or events, based on business needs.
Qualifications
2-4 years of experience in commercial real estate and financial analysis
Strong understanding and knowledge of the industrial sector a plus
Substantial proficiency in MS Excel and Argus Enterprise; considered an expert with financial and data modeling
Must have extremely strong work ethic, high attention to detail, be organized and have the ability to work under pressure and meet deadlines.
Excellent verbal and written communication skills
Ability to anticipate needs, think critically, and offer solutions
Professional demeanor, discretion, and a proactive mindset
What We Offer
Competitive salary + bonus structure
Benefits package including Medical, Dental, Vision and Life Insurance
401k Plan with company match
Paid office parking
Growth opportunities within a thriving real estate company
A collaborative and supportive work environment
The opportunity to directly impact executive success and office culture
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings.
The annual full-time base salary range for this role is:
$86,000 - $109,000
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and Speed Bay Senior Management approval. Speed Bay offers PTO and paid holidays, the terms of which are set forth in the program policies. All full-time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K, in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision:
Speed Bay is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
Speed Bay does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to Speed Bay in any manner will be considered Speed Bay property, and Speed Bay will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
$86k-109k yearly Auto-Apply 60d+ ago
Advisor, Finance Operations
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_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience 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:** 02/13/2026 *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
\#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 26d ago
Financial Advisor
Northwestern Mutual 4.5
Finance planner job in Lakewood, 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 FinancialPlanner 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 FinancialPlanner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIALPLANNER , and CFP (with plaque design) in the United States to Certified FinancialPlanner 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 2d ago
Intern, Financial Analyst
Congruex
Finance planner job in Denver, CO
Job Profile
Job Title: Intern, Financial Analyst
Reports To: Senior FP&A Analyst
Department: Finance
Primary Location: Boulder and Denver, CO
Compensation: $20/hour
Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at
****************
.
Who is Congruex
Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions.
We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do.
We are building tomorrow, together. Will you join us?
Your New Job
Job Summary:
Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry
Key Responsibilities:
· Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes
· Support and refine annual budget process and recurring forecasting process
· Provide operational support for Treasury, including cash management and cash forecasting
· Support capital markets initiatives, including refinancing and debt issuance activities
· Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration
· Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls
· Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies
· Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion
Qualifications:
· Strong interpersonal, communication and leadership skills
· Intellectually curious with a desire to understand and improve processes
· Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment
· Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum
Preferred Skills:
· Exposure to key operational and financial accounting concepts and financial statement analysis
· Ability to work with complex data sets
Why Work At Congruex
Opportunities
We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services.
Wellbeing
We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location.
Culture
The pillars of Congruex culture are GRIT, safety, inclusion, and family.
· GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce.
o Guts - having the guts to do the right thing
o Reliability - being reliable to deliver what we promise
o Innovation - innovating every day
o Teamwork - embracing teamwork together as One Congruex
· Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between.
· Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all.
· Family: We are a family-oriented company committed to the long-term health and development of our people.
The Fine Print:
Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.
$20 hourly 5d ago
Entry-Level Financial Advisor
Career Headhunter
Finance planner job in Arvada, CO
Entry-Level Financial Advisor - Remote / Hybrid
Launch Your Career with Fortune-500-Level Support
Uncapped Earnings - Base draw plus commission, residual income, and performance bonuses.
Big-Firm Resources - National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
Mentorship & Training - Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
Flexibility & Autonomy - Remote or hybrid schedule that supports work-life balance.
Comprehensive Benefits - 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.
What You'll Do
Generate & Qualify Leads - Prospect by phone, email, social media, and networking events; screen for fit.
Build Relationships - Nurture prospects, request referrals, and coordinate meetings with senior advisors.
Support Clients - Address questions, surface needs, and introduce insurance and investment solutions.
Joint Work & Learning - Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
Expand Our Reach - Cultivate channel partners (business owners, associations, community groups).
What You'll Bring
Education: Bachelor's in Business, Marketing, or similar (or equivalent experience).
Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
Licensing: Life & Health license preferred-or commitment to obtain quickly (firm-sponsored).
We Provide
Compensation & Benefits
W-2 with 7.5 % FICA
401(k) with 6 % match
Medical, dental, vision, life & disability coverage
National recognition programs and chairman's trips
Career Launch Package
Licensing fees and study materials paid
Structured 90-day ramp with dedicated mentor
Marketing leads, digital tools, and administrative support
Clear pathway to Senior Advisor, Recruiting, or Leadership tracks
Your Next Step
Ready to turn ambition into a rewarding advisory career?
Strategic Financial Concepts - Your success starts here.
Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
How much does a finance planner earn in Cherry Creek, CO?
The average finance planner in Cherry Creek, 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 Cherry Creek, CO
$60,000
What are the biggest employers of Finance Planners in Cherry Creek, CO?
The biggest employers of Finance Planners in Cherry Creek, CO are: