Finance planner jobs in Lakewood, CO

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Edward Jones 4.5
Finance planner job in Denver, CO
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 1d ago
Financial Consultant, National Investor Center - Greenwood Village, CO
Fidelity Investments 4.6
Finance planner job in Littleton, CO
Job Description:Phone Financial Consultant “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion andrespect.” Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career?With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you withkey product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your RoleWe work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in YouWe believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the OrganizationAs the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.While you build relationships here, you will also be building your career!We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.The base salary range for this position is $58,000 - $58,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales
$58k-58k yearly 1d ago
Financial Planner
Mercer Advisors 4.3
Finance planner job in Denver, CO
Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner III will include: Prepare financial plans for prospective and existing clients. This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel. Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Co- present financial planning concepts and analysis with advisors. Be available as a direct one-on-one client resource for financial planning questions. Mentor, coach, and review output of other members of the Financial Planning Group. Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related) Must have a Certified Financial Planner (CFP ) designation or must have a S65 and completed CFP coursework 5 years client facing financial planning experience. Excellent verbal, written, analytical and organizational skills Ability to dispense financial planning topics in both supervised and unsupervised setting. Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer). Ability to work independently managing and prioritizing deliverables and supervising those newer to their careers Must be highly flexible and confidential with all matters. Ability to travel up to 10% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. Salary: Average annual salary range for this position across our locations is: $65,000 to $78,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. The anticipated date that this position will be filled is February 1st, 2026. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection
$65k-78k yearly 1d ago
Investment Banking Associate: Gaming, Media & Technology
GLC 4.4
Finance planner job in Denver, CO
Investment Banking Associate at GLC Advisors & Co., LLC (View all jobs) GLC Advisors & Co. is a leading independent investment banking advisory firm delivering objective, senior-level expertise to successfully execute financial advisory assignments. The senior professionals at GLC have advised on over 900 transactions involving more than $800 billion in aggregate deal volume. The senior team at GLC has worked together over two decades and brings financial advisory experience from a variety of bulge bracket and elite boutique investment banks. GLC offers comprehensive services to its clients across many product areas including: Mergers & Acquisitions Financing / Debt Advisory Restructurings & Recapitalization Valuation and Fairness Opinions Our offices are located in New York, Denver, Los Angeles and San Francisco. For more information visit ************* Job Brief Our Denver office is looking for an exceptionally talented individual at the Associate level for our growing Gaming, Technology and Entertainment practice. Associates work on small deal teams and have direct exposure to clients and senior bankers. Associates are expected to handle a high level of responsibility in the execution of M&A, financing and restructuring transactions. Consequently, we expect our Associates to embrace a fast-paced environment, a high-level of responsibility, and leadership in a team setting. Responsibilities Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. Responsibilities include: Planning, structuring and executing corporate finance transactions Interfacing with clients as well as legal counsel to drive transaction execution Managing deal teams and working with analysts to develop financial models, valuation analyses and presentations Preparing presentations and analyses under tight timelines used for client interactions Qualifications Exceptional work ethic, intellectual curiosity, leadership and analytical aptitude Prior experience working as an analyst or associate within an investment bank is preferred but not required Demonstrable transaction and managerial experience preferred Proven self-starter Strong modeling and financial statement analysis skill Knowledge of Excel, Word, PowerPoint, Bloomberg and other financial information tools Excellent written and oral communication skills Ability to work in a fast-paced environment Bachelor's Degree required We offer an exciting work environment with an entrepreneurial spirit. Benefits include healthcare, dental and vision coverage. The salary range is $150,000-170,000 and the position is eligible for incentive bonus compensation. We look forward to hearing from qualified candidates. This application window is ongoing. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$150k-170k yearly Auto-Apply 60d+ ago
Investment Banking Associate | Chemicals
FMI 4.3
Finance planner job in Denver, CO
FMI Corporation is seeking a talented professional to join the Chemicals team of FMI Capital Advisors, the firm's investment banking group and registered broker/dealer. For over 65 years FMI has been the leading consulting and investment banking firm exclusively serving the engineering and construction industry. Our associates are placed on multiple M&A deal teams immediately upon joining the firm and play a critical role in each engagement. Clients hire FMI based on our unparalleled knowledge of the industry and access to leading firms. Successful associates thrive in our highly collaborative culture that rewards individual initiative and find unlimited opportunity for personal and professional success. This full-time opportunity supports the FMI Chemicals team, requires 10-20% travel and will be based in our Cherry Creek office in Denver, Colorado. * All applicants for employment must be legally authorized to work in the US on a full-time basis. Visa sponsorship is not available at this time. Responsibilities Conducting industry, market and company-specific research Performing financial analysis, valuation and financial modeling Participating in client-engagement meetings Developing transaction marketing materials, including pitch books, teasers, confidential information memorandums and management presentations Assisting in the execution of M&A transactions, including the preparation and management of virtual data rooms and the coordination of client and third-party due diligence Building relationships and maintaining contact with established and prospective clients and professional advisors Researching and writing articles for publication in firm and industry journals Performing other duties as assigned Qualifications Bachelor's degree required, major or concentration in business, finance, accounting or related field preferred 3+ years of investment banking, private equity or transaction accounting experience Solid quantitative and analytical skills, including financial accounting, modeling and analysis Experience with Pitchbook, S&P Capital IQ, and Deal Cloud is a plus Interest in the chemicals industry is preferred Experience with chemistry, chemical engineering or the chemical industry is a plus Proven leadership skills and the ability to exercise sound independent judgment Superior organizational and time management skills, and the ability to efficiently manage multiple projects in a fast-paced work environment Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills Demonstrated maturity, integrity and the ability to perform in a self-motivated, entrepreneurial environment, both individually and as a team player Compensation Information $140K-160K, depending on experience, plus annual bonus. FMI provides a comprehensive benefit package consisting of paid employee medical insurance, life insurance and LT disability, as well as other benefit elections. FMI's package includes a strong 401(k) plan, PTO, and parental leave benefit. FMI is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
$140k-160k yearly 60d+ ago
2026 Investment Banking Analyst
Class VI Partners
Finance planner job in Denver, CO
Investment Banking Analyst Class VI Partners, LLC ("Class VI"), a member of FINRA, provides middle-market sell-side investment banking services, including M&A advisory, private capital raising services, business valuation, corporate advisory, and more. The firm is committed to empowering the entrepreneurial spirit through helping business owners across the nation achieve their dreams and aspirations. If your ideal career involves purpose-driven work with meaningful upside in a fast-growing organization with a unique culture, caring team, and very happy clients, you might thrive as an Analyst at Class VI. Employment Terms and Compensation Target all-in compensation of $95K - $115K, including base salary and target bonus. Generous benefits package offered. Bonus compensation is tied to both overall firm performance (i.e., revenue targets) and individual performance. We are an equal opportunity employer and we value diversity at our company. We do not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state or local laws. Job requirements Ideal Candidate Profile: Investment Banking Analyst Candidates considered for this role will be highly motivated self-starters who possess financial modeling skills, strong oral and written communication abilities, demonstrated time management skills, and the desire to work on a collaborative team. This role is designed to start in the summer of 2026, but there is flexibility in timing. The ideal candidate holds a relevant degree with a good academic track record (3.5 GPA or higher), has proficiency in Microsoft Excel and PowerPoint, and possesses a high level of interest in M&A. FINRA SIE and Series 79 licenses are a plus, but not required or expected. Authorization to work anywhere in the U.S. is required. As Class VI is a smaller firm, Analysts receive significant exposure to the entire sell-side M&A transaction process with countless opportunities for individual growth and development. Furthermore, each team member is frequently called upon to perform multiple functions outside of his or her stated responsibilities. At Class VI, Analysts are truly critical to each transaction process as well as the broader success of the firm. Analyst Job Responsibilities: • Building financial models and analyses, pitch decks, reports, presentations, and developing other materials essential to a successful sell-side M&A process • Honing your client management skills by attending frequent client meetings and calls while serving as the lead point of contact with clients for various data and information requests • Assisting with all aspects of the deal process, including managing timelines and third parties, due diligence and data room management, the creation of research-based bidder lists, and more • Contributing to firm-wide innovation initiatives and the improvement of internal processes and procedures Additionally, it is expected that an Analyst will perform in a manner consistent with the Class VI value system, core competencies, and performance objectives established below. The values to which each Class VI team member must adhere include: • Hustle / Humility / Relationships • Honesty / Integrity • Customer Excellence • Teamwork • Personal Accountability • Continuous Team and Individual Improvement • Fairness and Transparency • Hard Work and Balance All done! Your application has been successfully submitted! Other jobs
$95k-115k yearly 60d+ ago
Senior Portfolio Analyst
Janus Henderson Investors 4.8
Finance planner job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Overview The Senior Portfolio Analyst will support the Core Plus / Multi Sector portfolio management team contributing to the implementation and execution of investment strategies in portfolios to achieve client objectives. This role works closely with senior portfolio managers, analysts, traders, compliance, and risk management to conduct research, build trades, monitor risk and performance, and assist with the implementation of investment decisions in alignment with firm policies. This role is ideal for a detail-oriented individual looking to progress their career in asset management by contributing to the optimization and construction of client portfolios. Your opportunity + Collect, organize, and analyze data to support portfolio construction and monitoring. + Participate and contribute during portfolio construction meetings where portfolio risk targets are set - spread risk, interest rate risk, and asset allocation. + Raise trades on the portfolio manager's behalf when required and resolve compliance alerts. + Assess trades to ensure they consistent will fund objectives, process, and guideline across core plus, balanced and short duration portfolios. + Monitor fixed income portfolios to maintain key risk metrics, key rate duration exposure and asset allocation within portfolio guidelines and manager targets. + Monitor consistency across accounts. + Manage cash and duration exposure for portfolios. + Translate views and recommendations into recommended trades, ensuring position sizes are aligned with objectives. + Use technology and applications to facilitate allocation and portfolio construction. + Liaison with Traders. + Work with Risk and others to monitor portfolio adherence to risk-budgets. + Coordinate with support teams to review performance attribution and risk attribution. + Assist in delivering market intelligence to PM teams as needed. + May serve on internal risk control forums. + Involved in ensuring the portfolio implementation process is efficient and funds remain compliant. + Be subject to supervision by lead Fund Manager and / or may not act independently on some or all of the above responsibilities. + Perform analysis on market data. + Carry out additional duties as assigned. What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Discounted membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Typically degree educated in a business, math or finance field. + Experience with derivative instruments, including but not limited to futures, swaps and options across rates, credit and FX markets. Familiarity with valuation, risk characteristics and market dynamics is essential. + Strong foundation in macroeconomic theory and its application to investment strategies. Ability to analyze economic indicators and global trends. + Proficient in ex ante risk assessment and attribution analysis with the ability to apply these concepts to assist in the portfolio construction and optimisation process. + Knowledge of relevant sector / product / instruments for the role. + Microsoft office skills to include Excel, Word and PowerPoint. + Knowledge of financial modelling and/or VBA for more quantitative roles. + Basic to intermediate knowledge of Python, for data analysis, financial modelling and automation of tasks. Experience with Tableau. + Knowledge of Bloomberg and other market data platforms. + Knowledge of Charles Rivers, Aladdin or other trade booking system. Nice to have skills + Strong analytical mind-set. + Excellent written and verbal communication skills + Excellent attention to detail + Self-motivated and able to work independently. + Strong interest in financial markets / macroeconomics. + Excellent interpersonal skills, with the ability to build and develop relationships internally and externally. + Excellent time management skills. + Strong risk management skills. + Excellent presentation skills. + Ability to work effectively under pressure. + Where relevant, experience managing and developing other team members. Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $120,000-$145,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of December 2025. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
$120k-145k yearly 60d+ ago
Emerging Financial Planner - CO, Denver (5068)
AXA Equitable Holdings, Inc.
Finance planner job in Denver, CO
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. * Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $31,000 annually. * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
$31k yearly 36d ago
Cryptocurrency / Investment Advisor Denver, Colorado
Einstein Ai
Finance planner job in Denver, CO
Einstein AI is one of the most unique Crypto companies in the World. We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Investors can choose to invest in one area only or allow us to assist in all 3. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. NFT Market is brand new we are assisting in buying selling art and gaming projects within the NFT space which is exploding. The NFT sector is optional for investors and becoming a part of our NFT portfolio. We are looking for brokers who have serious investors that want to invest in the space and build their net worth. On the retail side if brokers want to invest themselves there is a 5K minimum, Metamask is used in that environment to allow the accounts to grow more rapidly. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Our AI monitors/trades 10000+ coins 24/7 on Metamask and Exchange environments IE Binance, Coinbase. We work with clients all over the world and currently are in 80 countries. Our team is hiring wealth managers/brokers that assist clients in onboarding their portfolio and managing your existing client base. We are looking for a very select team of Brokers, worldwide to work closely with Einstein to onboard clients investing in Cryptocurrency Markets. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and work remotely anywhere in the world. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely and allowing you to focus on new clients. If you recognize the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game-changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close-knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that are currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however, I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 25k USD in BTC equivalent. We do not accept less than 25k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up connections to their existing exchange (31 Exchanges supported), Metamask, and NFT (Optional). All Brokers will receive residuals from profits billed to the client on the performance fee of 22%. Einstein AI does not have wallets on our system, they are on the client exchanges we connect the software into (API keys) themselves. Your funds never leave your trading account on Exchange (Binance, Coinbase etc) or Metamask; clients are in complete custody of the client at all times. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Cryptocurrency Market Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************
$61k-111k yearly est. 60d+ ago
Investor Relations Associate
Scale IR
Finance planner job in Denver, CO
Job Description Title: Investor Relations Associate Scale IR is hiring on behalf of a private investment sponsor raising capital under Rule 506(c). This firm is an alternative asset manager specializing in private real estate and private credit, focused on value-add multifamily properties. The platform offers institutional-quality investments, managing all aspects of property and construction in-house, and provides deal-by-deal access, as well as private fund offerings. The firm is looking for a full-cycle Investor Relations Associate with a proven track record in capital raising, who can own the investor relationship from first contact through to close. Key Responsibilities Own the full investor journey: from first contact through to commitment Qualify inbound and reengaged leads for timeline, liquidity, accreditation, and fit Educate prospects on the firm's investment thesis, offerings, and process Guide prospects through next steps: diligence, calls, document access, and Q&A Involve partners or senior IR professionals as needed to close high-potential leads Maintain pipeline tracking and reporting in CRM Follow up with leads throughout the funnel to maximize conversion and retention Hit activity and conversion goals aligned to meetings, movement, and closes Work with the IR and marketing teams to develop investor decks, case studies, and branded collateral What Were Looking For 3+ years in a client-facing role with measurable success across revenue or retention Proven ability to manage a sales or engagement pipeline end-to-end Comfortable navigating investor objections and managing complex conversations Familiar with CRM platforms (HubSpot, Salesforce, Active Campaign, etc.) Background in financial services, private equity, or high-ticket consultative sales is a plus Self-starter comfortable working remotely and meeting weekly performance goals Ongoing support with investors, feedback on products/collateral or industry/market research is all a plus Qualifications 3+ years of professional experience in investor relations with measurable success in capital raising, private equity, real estate investment, wealth management, or financial sales Familiarity with accredited investor and institutional sales processes Strong organizational skills with an ability to manage multiple priorities and follow through on details Skills & Competencies Excellent communication and presentation skills; comfortable interacting with investors and stakeholders at all levels Strong sales skills; comfortable with financial models, KPIs, forecasts, and performance metrics Financial acumen - comfortable discussing investment structures, returns, and performance metrics Proficient in CRM tools (e.g., HubSpot, Salesforce) and Microsoft Office Suite; experience with investor portals a plus Team-oriented with a proactive, self-starter mindset Why Join Work directly with a fast-growing investment platform and senior leadership team Gain hands-on exposure to both retail and institutional capital markets Career growth potential in a rapidly expanding IR function Competitive base salary, performance-based bonuses, and participation in project profit interests Hybrid work flexibility and a collaborative, entrepreneurial team culture in Denvers investment community
$59k-104k yearly est. 7d ago
J.P. Morgan Wealth Management - Private Client Investment Associate - Westminster, CA
Jpmorganchase 4.8
Finance planner job in Westminster, CO
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment Preferred qualifications, capabilities and skills Vietnamese speaking FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available
$69k-102k yearly est. Auto-Apply 60d+ ago
Advisor, Finance Operations (Medical Customer Rebates)
Cardinal Health 4.4
Finance planner job in Denver, CO
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 31d 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 Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. 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 1d ago
Surrogacy Opportunity - Make an Impact and Earn Financial Rewards
Shining Light Baby 3.5
Finance planner job in Boulder, CO
As a Shining Light Baby surrogate, you'll experience the amazing joy of helping create families while receiving exceptional support and care throughout your journey. Begin your extraordinary surrogacy journey with Shining Light Baby and become a part of something truly special. Who Can Become a Surrogate? To ensure a safe and healthy surrogacy journey, there are specific qualifications that must be met: Age: Between 21-40 years old. Pregnancy: Have had at least one successful pregnancy without complications. Support: Live in a stable and supportive environment. Health: Obtain approval from your OB/GYN. Lifestyle: Lead a healthy, non-smoking lifestyle. Benefits of Becoming a Surrogate With comprehensive support from our team at Shining Light Baby, you will be guided every step of the way, ensuring a positive and fulfilling experience. Embrace the chance to create lasting joy and become part of a beautiful story of love and life. Make a Difference: Experience the joy of helping intended parents achieve their dream of having a child Emotional Fulfillment: The surrogacy journey is deeply rewarding and life-changing Financial Compensation: Earn $75,000 or more for your time, effort, and commitment Comprehensive Support: Benefit from our extensive support network, including medical, legal, and emotional assistance About Us At Shining Light Baby, we believe in the power of giving the gift of life. Becoming a surrogate is an extraordinary journey filled with joy, fulfillment, and the opportunity to help build families. We are here to support you every step of the way. We pride ourselves on our personalized approach, understanding that every surrogacy journey is unique. Our experienced team is committed to ensuring that you are well informed, comfortable, and confident throughout the entire process. If you're ready to begin this incredible journey and make a profound impact on a family's life, we invite you to take the first step. Visit our website to find out if you qualify and our team will be in touch with you to guide you through the next steps.
$21k-28k yearly est. 7d ago
Financial Analyst Intern, application via RippleMatch
Ripplematch Internships 3.9
Finance planner job in Denver, CO
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
$33k-52k yearly est. Auto-Apply 59d ago
Spanish Speaking Financial Representative
The Us Marketing Group
Finance planner job in Denver, CO
Stop Scrolling Life Licensed Agents! Take a look at this I am so excited that you are reading this We have been in business for over 20 years mentoring agents into becoming partners with us. Established offices all over Colorado. Yes, you have an office to work from, without the office expense. You service the clients who come to the office. (Who can honestly say that? WE CAN!) This is for you if you are either someone who wants to become a licensed agent, is a rookie agent or has been in the business for a long time but hasn't been able to scale. If you are already thinking "Yes, yes, yes! I want to learn more." Then I invite you to APPLY ... AND if you want to learn things like: How to have success in a lucrative business What it looks like to be supported every step of the way Build a business, within a business Are you in? Apply and book your interview now Si hablas español, tenemos una oportunidad muy grande para ti, atendiendo a la comunidad hispana en el Estado de Illinois.
$26k-40k yearly est. 60d+ ago
Financial Consultant, National Investor Center - Greenwood Village, CO
Fidelity Investments 4.6
Finance planner job in Arvada, CO
Job Description:Phone Financial Consultant “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion andrespect.” Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career?With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you withkey product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your RoleWe work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in YouWe believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the OrganizationAs the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.While you build relationships here, you will also be building your career!We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.The base salary range for this position is $58,000 - $58,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales
$58k-58k yearly 1d 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 36d ago
Senior Portfolio Analyst
Janus Henderson Group 4.8
Finance planner job in Denver, CO
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Overview The Senior Portfolio Analyst will support the Core Plus / Multi Sector portfolio management team contributing to the implementation and execution of investment strategies in portfolios to achieve client objectives. This role works closely with senior portfolio managers, analysts, traders, compliance, and risk management to conduct research, build trades, monitor risk and performance, and assist with the implementation of investment decisions in alignment with firm policies. This role is ideal for a detail-oriented individual looking to progress their career in asset management by contributing to the optimization and construction of client portfolios. Your opportunity * Collect, organize, and analyze data to support portfolio construction and monitoring. * Participate and contribute during portfolio construction meetings where portfolio risk targets are set - spread risk, interest rate risk, and asset allocation. * Raise trades on the portfolio manager's behalf when required and resolve compliance alerts. * Assess trades to ensure they consistent will fund objectives, process, and guideline across core plus, balanced and short duration portfolios. * Monitor fixed income portfolios to maintain key risk metrics, key rate duration exposure and asset allocation within portfolio guidelines and manager targets. * Monitor consistency across accounts. * Manage cash and duration exposure for portfolios. * Translate views and recommendations into recommended trades, ensuring position sizes are aligned with objectives. * Use technology and applications to facilitate allocation and portfolio construction. * Liaison with Traders. * Work with Risk and others to monitor portfolio adherence to risk-budgets. * Coordinate with support teams to review performance attribution and risk attribution. * Assist in delivering market intelligence to PM teams as needed. * May serve on internal risk control forums. * Involved in ensuring the portfolio implementation process is efficient and funds remain compliant. * Be subject to supervision by lead Fund Manager and / or may not act independently on some or all of the above responsibilities. * Perform analysis on market data. * Carry out additional duties as assigned. What to expect when you join our firm * Hybrid working and reasonable accommodations * Generous Holiday policies * Paid volunteer time to step away from your desk and into the community * Support to grow through professional development courses, tuition/qualification reimbursement and more * Maternal/paternal leave benefits and family services * Complimentary subscription to Headspace - the mindfulness app * Discounted membership to ClassPass and other health and well-being benefits * Unique employee events and programs including a 14er challenge * Complimentary beverages, snacks and all employee Happy Hours Must have skills * Typically degree educated in a business, math or finance field. * Experience with derivative instruments, including but not limited to futures, swaps and options across rates, credit and FX markets. Familiarity with valuation, risk characteristics and market dynamics is essential. * Strong foundation in macroeconomic theory and its application to investment strategies. Ability to analyze economic indicators and global trends. * Proficient in ex ante risk assessment and attribution analysis with the ability to apply these concepts to assist in the portfolio construction and optimisation process. * Knowledge of relevant sector / product / instruments for the role. * Microsoft office skills to include Excel, Word and PowerPoint. * Knowledge of financial modelling and/or VBA for more quantitative roles. * Basic to intermediate knowledge of Python, for data analysis, financial modelling and automation of tasks. Experience with Tableau. * Knowledge of Bloomberg and other market data platforms. * Knowledge of Charles Rivers, Aladdin or other trade booking system. Nice to have skills * Strong analytical mind-set. * Excellent written and verbal communication skills * Excellent attention to detail * Self-motivated and able to work independently. * Strong interest in financial markets / macroeconomics. * Excellent interpersonal skills, with the ability to build and develop relationships internally and externally. * Excellent time management skills. * Strong risk management skills. * Excellent presentation skills. * Ability to work effectively under pressure. * Where relevant, experience managing and developing other team members. Supervisory responsibilities * No Potential for growth * Mentoring * Leadership development programs * Regular training * Career development services * Continuing education courses Compensation information The base salary range for this position is $120,000-$145,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of December 2025. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************. #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here. Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. Nearest Major Market: Denver
$120k-145k yearly 60d+ ago
Investment Banking Analyst | Class of 2026
FMI 4.3
Finance planner job in Denver, CO
FMI is a leading consulting and investment banking firm dedicated to serving the built environment. By joining us, you'll tap into our more than 70-year history of improving the industry and immediately help drive innovation in engineering, construction, infrastructure and related sectors. Our entrepreneurial culture values relationships and our clients turn to us for our industry-specific expertise that delivers results. We are seeking a talented professional to join FMI Capital Advisors, the firm's investment banking group and registered broker-dealer. Clients engage FMI for our unmatched industry knowledge and access to leading firms. As an Analyst, you will serve as a generalist supporting multiple sector coverage teams, playing a key role in each engagement. Successful Analysts thrive in our collaborative environment that values initiative, curiosity, and teamwork. This is a full-time opportunity based in our Denver, Colorado office, with an anticipated start date in August or September 2026. All applicants for employment must be legally authorized to work in the US on a full-time basis. Visa sponsorship is not available at this time. Responsibilities Supporting multiple sector coverage teams in business development activities Meticulously documenting client and transaction activity Conducting industry, market and company-specific research Performing financial analysis and financial modeling Preparing transaction marketing materials, including pitch books, teasers, confidential information memorandums, and management presentations Conducting preliminary valuation work Researching investment opportunities in various construction industry niches Providing support to members of the investment banking group and other duties as assigned Managing multiple projects efficiently and independently in a fast-paced work environment Qualifications Bachelor's degree required with a graduation date of Summer 2026 or earlier Strong proficiency in MS Office (Word, PowerPoint, Excel) Solid quantitative, analytical and critical thinking skills Ability to create and analyze financial and valuation models Previous investment banking internship experience desired Ability to research and analyze industry and company data, trends and news to draw thoughtful and compelling conclusions A “raise your hand” mentality - the first to volunteer for or request a new assignment Demonstrated interest in the building and construction industry, broadly defined Ability to manage multiple projects efficiently and independently in a fast-paced work environment Excellent written and verbal communication, listening, problem solving, interpersonal and relationship-building skills Demonstrated maturity, integrity, and the ability to perform in an entrepreneurial environment, both individually and as a team player The base salary for this role is $80,000 plus bonus opportunity. FMI provides a comprehensive benefit package consisting of paid employee medical insurance, life insurance, and LT disability, as well as other benefit elections. FMI's package includes a strong 401(k) plan, PTO, and parental leave benefit. FMI is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
$80k yearly 19d ago

Learn more about finance planner jobs

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

The average finance planner in Lakewood, 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 Lakewood, CO

$60,000

$33,00010%

$60,000Median

$109,00090%

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Finance planner jobs in Lakewood, CO

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Financial Advisor

Surrogacy Opportunity - Make an Impact and Earn Financial Rewards

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Spanish Speaking Financial Representative

Financial Consultant, National Investor Center - Greenwood Village, CO

Investment Banking Associate: Technology

Senior Portfolio Analyst

Investment Banking Analyst | Class of 2026

Learn more about finance planner jobs

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