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  • Senior Financial Planner - Client-First, Fee-Based

    Edelman Financial Engines, LLC 4.6company rating

    Finance representative job in Denver, CO

    A leading financial advisory firm in Denver is seeking a Senior Financial Advisor to provide fee-based financial advice and asset management. The role involves evaluating client needs and presenting tailored recommendations. Ideal candidates will have direct client-facing experience in wealth management and be able to build strong client relationships. The position offers a competitive compensation package, including a base salary and performance-based bonuses, along with comprehensive benefits. Applicants should possess an active Series 65 and a willingness to obtain insurance licenses. #J-18808-Ljbffr
    $74k-121k yearly est. 1d ago
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  • Retail Relationship Banker

    BMO Financial Group 4.7company rating

    Finance representative job in Aurora, CO

    Bilingual/Spanish preferred; Aurora branch Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. + Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). + Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. + Supports customer transactions needs based on customer traffic. + Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. + Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall customer experience. + Contributes to business results and the overall experience delivered. + May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. + Analyzes issues and determines next steps. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. + Appropriate lending qualifications and designations. + Working knowledge of personal and small business customer needs and solutions. + Working knowledge of retail investments and lending products. + Experience in financial services is an asset. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. + Passionate commitment to helping our customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. **Salary:** $41,714.00 - $69,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-69k yearly 6d ago
  • Sales Representative

    Denver Mattress

    Finance representative job in Glenwood Springs, CO

    Build a Career, Not Just a Job. At Denver Mattress, we don't just sell mattresses-we help people improve their lives through better sleep. We're looking for motivated, customer-focused individuals to join our team as Sales Representatives. With paid training, career growth opportunities, and a customer-first approach to sales, this is your chance to launch a career you can be proud of. Why You'll Love Working Here $850 / week Paid training guaranteed income while you learn Commission + bonus opportunities after training Promotions only from within - based on performance, not tenure Medical, dental, and vision benefits 401(k) retirement plan + PTO (Paid time off) Additional bonus and cash rewards Supportive team environment with experienced managers who invest in your success and future Compensation: Average annual pay ranges from $50,000 - $60,000+, with unlimited earning potential based on performance. What You'll Do Greet customers and guide them through their buying journey Learn and master product knowledge to educate customers with confidence Deliver a customer-focused, consultative sales approach (no high-pressure tactics) Set and achieve personal and team goals Work alongside managers to gain leadership and operational experience Help maintain store standards, promotions, and displays What We're Looking For You don't need sales or mattress experience to succeed here-our best team members come from customer service, hospitality, retail, restaurants, and more. What matters most is: A drive to succeed and set goals A positive, coachable attitude Integrity and commitment to excellent customer service Willingness to work evenings, weekends, and holidays as needed Advancement Opportunities Sales Representatives who demonstrate strong performance and leadership can progress into management roles. Many of our managers started exactly where you are today. Apply Today! Take the first step toward a rewarding career where your hard work pays off. Join Denver Mattress and see how far you can go! PandoLogic. Keywords: Sales Representative, Location: Glenwood Springs, CO - 81601
    $50k-60k yearly 1d ago
  • Sales Representative

    Bartlett Roofing

    Finance representative job in Lehi, UT

    Sales Representative / Project Manager Schedule: Hybrid (Field & Office Work) | Full-Time (40+ Hours Weekly) Compensation: Commission-Based + Paid Training Expected Earnings: $75,000 - $300,000+ Annually About Bartlett Roofing As we close out a strong year, we're gearing up for even more growth in 2026! New markets, new opportunities, and new leadership roles are opening as we continue building elite teams. If you're ready to start the new year with momentum, now's the time to join us. At Bartlett Roofing, we believe in continuous self-improvement. We provide high-quality roofing solutions while creating a work environment where every team member is inspired to grow both personally and professionally. That same mindset carries into how we serve our communities. When homeowners face uncertainty around their roof, our team steps in as a trusted resource - guiding them through the restoration process with ease, transparency, and genuine care. What Sets Us Apart Uncapped Commission - top reps earn $200K+ annually Paid Sales Training - get paid to learn Annual All-Inclusive Top Performers Trip - (Cancun, Cabo, Costa Rica, Jamaica) 401(k) with up to 3% match Medical, Dental & Vision Insurance Clear Path to Leadership in a company that's scaling fast A Winning Culture - supportive, competitive, and focused on growth What You'll Do Own the full sales cycle - from initial inspection to closing the deal Identify leads and generate new prospects (in-office & door-to-door) Knock on doors and offer free roof inspections Conduct roof inspections & represent clients at insurance adjuster meetings Educate homeowners about our services and the insurance claims process Thrive in a fast-paced, autonomous environment while maintaining clear, professional communication Accurately document all sales activities through our mobile tools and CRM Who Thrives Here 1-2 years of sales experience preferred Highly driven, confident, and self-motivated Great with people-able to build rapport quickly and communicate clearly Organized, detail-oriented, and tech-savvy Bilingual and/or insurance experience is a huge plus! We're Especially Interested If You've Worked In SDR, outside/inside sales, call centers, retail, customer service Construction, project management, former business owner/operator Solar sales, pest control, alarm sales, insurance, mortgage, real estate Apply Now! If you're ready to take control of your future, earn what you're worth, and grow with a company that rewards effort and ambition, we want to hear from you. #Pleasantgrove PandoLogic. Category:Sales, Keywords:Sales Representative, Location:Lehi, UT-84043
    $35k-60k yearly est. 2d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Finance representative job in Broomfield, CO

    Lafayette, Colorado;Longmont, Colorado; Broomfield, Colorado **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Can be flexible to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _This job will be open and accepting applications for a minimum of seven days from the date it was posted._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $28k-33k yearly est. 4d ago
  • Homeowner Sales Representative

    Renjoy

    Finance representative job in Colorado Springs, CO

    Homeowner Sales Representative: (Colorado Springs & Pikes Peak Region) The Mission Renjoy exists to deliver exceptional experiences through thoughtful hospitality so that people can spend more time doing the things they love. As our Homeowner Sales Representative, you are the initial point of contact for new homeowners at Renjoy. You are responsible for identifying, pursuing, and signing high-fit property owners in the Pikes Peak region. You aren't just selling a service; you are laying a foundation of trust with owners who are considering Renjoy to care for one of their most valuable assets. Renjoy's Core Values We hire, fire, and promote based on these behaviors: See Something, Do Something: You don't wait for permission to pursue a great opportunity or fix a gap in our processes Do What You Say: You earn trust through reliable action and follow-through. Make It Better: You build a better version of our sales playbook, every day. Own the Miss: When a lead doesn't close, you analyze why and learn from it. Say the Hard Thing: You are honest with owners when their property isn't ready for a 5-star experience. Key Responsibilities Lead Generation & Prospecting: Proactively find and engage high-fit homeowners through local networking, outbound calls, and relationship building. Pipeline Management: Convert Leads to Opportunities, Opportunities to Closed Sales. Onboarding Bridge: You ensure that the handoff of the owner from Sales to Onboarding is seamless, building on the trust you have already established. Why You Should Apply: You value building trust over quick wins. You dislike the "hit and run" nature of traditional sales. You excel at building long-term rapport where people feel heard and cared for. You are a dynamic communicator. You can pivot your style to match anyone, from high-net-worth investors to families renting out a legacy home. You are at your best when you have autonomy. You love the hunt for opportunities. While you'll receive marketing support to achieve your goals, a good portion of your time will be spent prospecting. You find genuine satisfaction in being an expert. You don't just "sell" products; you educate. You enjoy staying up to date on market trends and you love that moment when a prospect's confusion turns into clarity because of how you explained a complicated concept. You are comfortable navigating high-stress situations. When a homeowner is emotional about their mortgage or a family home, you have the maturity to sit with their feelings while having the strength to lead them back to a logical, data-driven path. You appreciate the weight of property ownership. You find it rewarding to dig into the numbers-taxes, insurance, and interest rates-because you know that providing accurate data and properly set expectations is the highest form of care we can provide. This Role is NOT For You If: You are looking for a transactional environment where you sell a product and never see the person again. We are striving for long term trust, not one-off transactions. You find property math or regulatory trends "boring." You must be the most knowledgeable person in the room regarding short term rentals. You need to be micromanaged or told what to do every hour. We move at a fast pace and expect people to be highly productive on their own. Functional Ownership Purpose: Grow Renjoy's portfolio by generating high-fit leads, turning them into signed owners, and positioning them for long-term performance. 3 Obsessions Fill the Pipeline with High-Fit Leads Convert Qualified Leads into Signed Owners Use insights and feedback to strengthen targets, outreach, and deal structures Results Proactive Homeowner Contacts: 25+ per week. Discovery Meetings Held: 6+ per week Opportunities Created: 4+ per week Signed Contract Value: $15,000+ per week Opportunity to Closed Conversion Rate: 25%+ Requirements Location: Must live in or be willing to relocate to the Colorado Springs area. Experience: Proven track record in sales, business development, ect Industry Knowledge: Short Term Rental, Real Estate or Hospitality experience is a plus Technical Proficiency: Ability to master CRM systems and explain financial proformas. Compensation Base Salary: $60,000 - $80,000 per year Performance Bonus: Up to $30,000 - $50,000 per year in eligible performance-based bonuses
    $60k-80k yearly 2d ago
  • Residential Whole Loan Trader

    Janus Henderson Group 4.8company rating

    Finance representative job in Denver, CO

    Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure. Key Responsibilities Behavioral Modeling & Forecasting * Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans. * Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors. * Conduct scenario and stress testing to assess portfolio resilience under varying market conditions. Portfolio Analytics & Structuring * Perform levered cash flow modeling for whole loan pools and securitization structures. * Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models. * Support portfolio managers in trade structuring, hedging strategies, and P&L attribution. Data Management & Integration * Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows. * Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau. * Collaborate with technology teams to enhance automation and scalability of analytical processes. Risk & Performance Monitoring * Track portfolio performance against expectations and market benchmarks. * Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk). Market & Research * Track all recent whole loan market activity and color. * Stay current on mortgage market trends, regulatory developments, and investor behavior. * Contribute to research initiatives on borrower behavior, housing economics, and securitization structures. What to expect when you join our firm * Hybrid working and reasonable accommodations * Generous Holiday policies * Paid volunteer time to step away from your desk and into the community * Support to grow through professional development courses, tuition/qualification reimbursement and more * Maternal/paternal leave benefits and family services * Complimentary subscription to Headspace - the mindfulness app * Corporate membership to ClassPass and other health and well-being benefits * Unique employee events and programs including a 14er challenge * Complimentary beverages, snacks and all employee Happy Hours Must have skills * Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field). * Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency. * Technical Skills: * Proficiency in cash flow modeling and loan-level analytics. * Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms. * Strong programming skills in Python, R, or SQL for data manipulation and model development. * Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization. * Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures. * Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset. Supervisory responsibilities * No Potential for growth * Mentoring * Leadership development programs * Regular training * Career development services * Continuing education courses Compensation information The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************. #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here. Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. Nearest Major Market: Denver
    $180k-210k yearly 53d ago
  • Residential Whole Loan Trader

    GWP 4.3company rating

    Finance representative job in Denver, CO

    Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure. Key Responsibilities Behavioral Modeling & Forecasting Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans. Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors. Conduct scenario and stress testing to assess portfolio resilience under varying market conditions. Portfolio Analytics & Structuring Perform levered cash flow modeling for whole loan pools and securitization structures. Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models. Support portfolio managers in trade structuring, hedging strategies, and P&L attribution. Data Management & Integration Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows. Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau. Collaborate with technology teams to enhance automation and scalability of analytical processes. Risk & Performance Monitoring Track portfolio performance against expectations and market benchmarks. Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk). Market & Research Track all recent whole loan market activity and color. Stay current on mortgage market trends, regulatory developments, and investor behavior. Contribute to research initiatives on borrower behavior, housing economics, and securitization structures. What to expect when you join our firm Hybrid working and reasonable accommodations Generous Holiday policies Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more Maternal/paternal leave benefits and family services Complimentary subscription to Headspace - the mindfulness app Corporate membership to ClassPass and other health and well-being benefits Unique employee events and programs including a 14er challenge Complimentary beverages, snacks and all employee Happy Hours Must have skills Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field). Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency. Technical Skills: Proficiency in cash flow modeling and loan-level analytics. Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms. Strong programming skills in Python, R, or SQL for data manipulation and model development. Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization. Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures. Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset. Supervisory responsibilities No Potential for growth Mentoring Leadership development programs Regular training Career development services Continuing education courses Compensation information The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************. #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here. Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
    $46k-76k yearly est. 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance representative job in Grand Junction, 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.
    $53k-93k yearly est. Auto-Apply 19d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance representative job in Grand Junction, CO

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team 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. **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 (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor 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.
    $50k-125k yearly 40d ago
  • Banking Specialist I or II

    Timberline Bank

    Finance representative job in Grand Junction, CO

    The Timberline Bank GJ branch is hiring to fill one Banking Specialist position. This opening may be filled as either a Banking Specialist I or Banking Specialist II, depending on the applicant's prior banking experience and familiarity with banking products and services. Applicants should review both role descriptions and indicate which position they are applying for in their electronic application. Who We Are At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a "Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL. What We ValueAt Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business. Exceeding Customers' High Expectations Empowering a Dedicated Team Having Fun While Winning Passionate About our Communities Value Added Resource for our Customers (Trusted Advisor) Banking Specialist ISalary Range: $32,300 - $43,700Department: GJ Deposit OperationsStatus: Full-Time, Non-Exempt This position is responsible for providing quality customer service in processing customer transactions. Quality customer service includes accurate, efficient, courteous, and friendly transaction processing, cash handling, and greeting and engaging with customers. Adequate product knowledge is necessary to refer sales leads and to problem solve on an ongoing basis. The career progression is to move to a Banking Specialist II when efficient in all necessary skills as determined by supervisor. Essential Duties and Responsibilities Provide quality customer service and greet customers promptly and courteously at all times. Primarily responsible for answering telephone calls with exceptional telephone etiquette. Process teller transactions accurately and efficiently. Meet the required standards established for cash handling and cash disbursement. Accurately meet policy requirements for teller drawer balancing. Maintain a calm demeanor during periods of high volume. Set up, maintain cleanliness of, and stock the coffee bar and make/serve coffee to customers and Bank visitors. Serve as the 1st floor kitchen monitor. Maintain and organize 1st floor storage/supply room. Responsible for branch supply orders for each department, inputting orders and delivering to proper departments upon arrival. Guide existing and prospective customers on live tours of our Timberline Bank Headquarters. Determine the customers' needs, offer solutions to meet those needs and problem solve on an ongoing basis. Assist customers with queries concerning Bank services. Follow established audit, security, and compliance guidelines. Represents Timberline Bank in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility, and adaptability in meeting Bank and customer needs. Interact with other teams to collaborate and solve problems. Engage professionally in person, via email, and on the phone to assist with every customer's need or issue. Work independently and in a team environment to maximize productivity in a most efficient manner. Actively seek opportunities to contribute to teams outside immediate area of responsibility. Adhere to Timberline Bank's Core Values. Ability to meet goals for rocks as assigned by Deposit Operations Leader. Required to attend and actively participate in all Deposit Operations, Risk Management, and other trainings. Duties may be expanded on as experience and professional goals are achieved. Knowledge, Skills, and Abilities High School Diploma or GED. Exceptional customer service skills. Knowledge of banking services and products to offer solutions to meet our customers' needs. Maintain a current knowledge of all regulations, including BSA, along with demonstrating a knowledge and understanding of the Bank's policies and procedures. Ability to use various office equipment and become proficient in computer software programs including Excel, Word, Power Point and Publisher. Ability to stand for an extended period of time, move to various locations promptly, and lift coin boxes (approx. 50 lbs.). Excellent verbal and written communication skills. Proven people, prioritization, and organizational skills. Team player with a strong, team-focused attitude. Banking Specialist IISalary Range: $35,700 - $48,300Department: Deposit Operations LeaderStatus: Full-Time, Non-Exempt This position is responsible for providing quality customer service in processing customer transactions. Quality customer service includes accurate, efficient, courteous, and friendly transaction processing and cash handling. Adequate product knowledge is necessary to refer sales leads and to problem solve on an ongoing basis. Essential Duties and Responsibilities Must be proficient and able to perform all essential duties and responsibilities of the Banking Specialist I. In addition, this position will: Provide quality customer service promptly and courteously at all times. Primarily responsible for answering telephone calls with exceptional telephone etiquette. Process teller transactions accurately and efficiently. Meet the required standards established for cash handling and cash disbursement. Accurately meet policy requirements for teller drawer balancing. Maintain a calm demeanor during periods of high volume. Set up, maintain cleanliness of, and stock the coffee bar and make/serve coffee to customers and Bank visitors. Serve as the 1st floor kitchen monitor. Maintain and organize 1st floor storage/supply room. Responsible for branch supply orders for each department, inputting orders and delivering to proper departments upon arrival. Guide existing and prospective customers on live tours of our Timberline Bank Headquarters. Determine the customers' needs, offer solutions to meet those needs and problem solve on an ongoing basis. Assist customers with queries concerning Bank services. Performs various clerical duties related to lending such as filing/scanning loan papers and verifying collateral insurance and lien filings. Follow established audit, security, and compliance guidelines. Represents Timberline Bank in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility, and adaptability in meeting Bank and customer needs. Interact with other teams to collaborate and solve problems. Engage professionally in person, via email, and on the phone to assist with every customer's needs or issue. Work independently and in a team environment to maximize productivity in a most efficient manner. Actively seek opportunities to contribute to teams outside immediate area of responsibility. Adhere to Timberline Bank's Core Values. Perform research on fraudulent debit card transactions as well as placing debit card travel exceptions. Accurately complete debit card limit increases and decreases, placing Holds and Stop Payments, and more. Researching and completing disputes for fraudulent and unauthorized debit card transactions. Assist consumer and business customers with domestic and international wires, familiarity with wire procedures, fees, and customer inquiries, working with the Wire Team as needed to resolve issues. Under the direction of the Deposit Operations Leader, assist with global Deposit Operations duties as assigned. Strong professional integrity in compliance with company policy, and ethical and legal standards. Ability to practice discretion and handle confidential information in a professional manner. Acquire and maintain thorough understanding of security procedures. Opportunity to become a committee member within the Bank, some committees requiring Senior Cash Operations Officer and/or Board approval. Ability to meet goals for rocks as assigned by Deposit Operations Leader. Required to attend and actively participate in all Deposit Operations, Risk Management, and other trainings. Duties to be expanded on as experience and professional goals are achieved. Knowledge, Skills, and Abilities High School Diploma or GED. Exceptional customer service skills. Some banking experience preferred. Knowledge of banking services and products to offer solutions to meet our customers' needs. Maintain a current knowledge of all regulations, including BSA, along with demonstrating a knowledge and understanding of the Bank's policies and procedures. Excellent verbal and written communication skills. Strong attention to detail and organization/multitasking skills. Team player with a strong, team-focused attitude. Ability to work on a computer/stand/sit for extended periods of time, ability to move to various locations promptly. Ability to lift coin boxes (approx. 50 lbs.). Banking Specialist I and II Key Competencies: Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations; and follow up with others to ensure that agreements and commitments have been fulfilled. Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities. Establish and Maintain Personal Credibility: Consistently model behavior for employees and management that is perceived as responsible, reliable, and ethical. Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate employees' needs and concerns. Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Relationship Building: Ability to effectively build relationships with vendors, management, and staff. Time Management: Ability to effectively utilize available time for the completion of necessary job tasks. Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off. Equal Employer Opportunity Statement: Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. All job requirements in the provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.
    $35.7k-48.3k yearly 12d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Kevin Parks-State Farm Agent

    Finance representative job in Delta, CO

    Job DescriptionBenefits: Bonus based on performance Competitive salary Employee discounts Free uniforms Opportunity for advancement Paid time off Training & development Wellness resources ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Kevin Parks - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. Responsibilities: Establish customer relationships and follow up with customers, as needed. Serve as the first point of contact for clients, providing friendly and professional assistance in person, over the phone, and via email. Assist clients with policy inquiries, claims processing, and policy changes, ensuring accuracy and efficiency. Conduct needs assessments to identify appropriate insurance coverage for clients and provide them with personalized recommendations. Collaborate with the team to process insurance applications and policy renewals, ensuring accuracy and adherence to company guidelines. Maintain and update client records, ensuring confidentiality and data accuracy. Assist clients with billing inquiries, payment processing, and resolve any issues or discrepancies. Provide exceptional customer service by actively listening to clients' concerns and resolving them in a timely manner. Stay updated on product knowledge and industry trends to effectively educate clients on insurance options and benefits. Collaborate with State Farm Associates to facilitate policy changes, endorsements, and cancellations. Qualifications: High school diploma or equivalent; additional education or certifications in insurance or related fields is a plus. Knowledge of insurance products and services is a plus, but not required. Property and Casualty license (must be able to obtain), Already licensed is a plus Life and Health license (must be able to obtain), Already licensed is a plus Prior experience in customer service or office administration is preferred. Excellent communication skills written, verbal, and listening Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) is a plus. Experience managing client relationships is preferred Strong attention to detail and organizational skills. Ability to multitask and prioritize tasks effectively in a fast-paced environment. Strong problem-solving skills and ability to handle difficult situations with empathy and professionalism. Spanish Speaking is a plus Join our team at Kevin Parks State Farm as an Office Representative and be part of a dynamic and customer-centric environment where your skills and dedication will be valued. Apply now to take the first step towards a rewarding career with a trusted insurance company. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.
    $33k-42k yearly est. 18d ago
  • Sales Representative

    Bartlett Roofing

    Finance representative job in Sandy, UT

    Sales Representative / Project Manager Schedule: Hybrid (Field & Office Work) | Full-Time (40+ Hours Weekly) Compensation: Commission-Based + Paid Training Expected Earnings: $75,000 - $300,000+ Annually About Bartlett Roofing As we close out a strong year, we're gearing up for even more growth in 2026! New markets, new opportunities, and new leadership roles are opening as we continue building elite teams. If you're ready to start the new year with momentum, now's the time to join us. At Bartlett Roofing, we believe in continuous self-improvement. We provide high-quality roofing solutions while creating a work environment where every team member is inspired to grow both personally and professionally. That same mindset carries into how we serve our communities. When homeowners face uncertainty around their roof, our team steps in as a trusted resource - guiding them through the restoration process with ease, transparency, and genuine care. What Sets Us Apart Uncapped Commission - top reps earn $200K+ annually Paid Sales Training - get paid to learn Annual All-Inclusive Top Performers Trip - (Cancun, Cabo, Costa Rica, Jamaica) 401(k) with up to 3% match Medical, Dental & Vision Insurance Clear Path to Leadership in a company that's scaling fast A Winning Culture - supportive, competitive, and focused on growth What You'll Do Own the full sales cycle - from initial inspection to closing the deal Identify leads and generate new prospects (in-office & door-to-door) Knock on doors and offer free roof inspections Conduct roof inspections & represent clients at insurance adjuster meetings Educate homeowners about our services and the insurance claims process Thrive in a fast-paced, autonomous environment while maintaining clear, professional communication Accurately document all sales activities through our mobile tools and CRM Who Thrives Here 1-2 years of sales experience preferred Highly driven, confident, and self-motivated Great with people-able to build rapport quickly and communicate clearly Organized, detail-oriented, and tech-savvy Bilingual and/or insurance experience is a huge plus! We're Especially Interested If You've Worked In SDR, outside/inside sales, call centers, retail, customer service Construction, project management, former business owner/operator Solar sales, pest control, alarm sales, insurance, mortgage, real estate Apply Now! If you're ready to take control of your future, earn what you're worth, and grow with a company that rewards effort and ambition, we want to hear from you. #Pleasantgrove PandoLogic. Category:Sales, Keywords:Sales Representative, Location:Sandy, UT-84070
    $35k-60k yearly est. 2d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Finance representative job in Greeley, CO

    Fort Collins, Colorado;Greeley, Colorado **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Can be flexible to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _This job will be open and accepting applications for a minimum of seven days from the date it was posted._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $28k-33k yearly est. 2d ago
  • Residential Whole Loan Trader

    Janus Henderson Investors 4.8company rating

    Finance representative job in Denver, CO

    Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure. Key Responsibilities Behavioral Modeling & Forecasting + Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans. + Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors. + Conduct scenario and stress testing to assess portfolio resilience under varying market conditions. Portfolio Analytics & Structuring + Perform levered cash flow modeling for whole loan pools and securitization structures. + Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models. + Support portfolio managers in trade structuring, hedging strategies, and P&L attribution. Data Management & Integration + Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows. + Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau. + Collaborate with technology teams to enhance automation and scalability of analytical processes. Risk & Performance Monitoring + Track portfolio performance against expectations and market benchmarks. + Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk). Market & Research + Track all recent whole loan market activity and color. + Stay current on mortgage market trends, regulatory developments, and investor behavior. + Contribute to research initiatives on borrower behavior, housing economics, and securitization structures. What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field). + Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency. + Technical Skills: + Proficiency in cash flow modeling and loan-level analytics. + Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms. + Strong programming skills in Python, R, or SQL for data manipulation and model development. + Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization. + Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures. + Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset. Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through February 28, 2026. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
    $180k-210k yearly 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance representative job in Grand Junction, 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.
    $53k-93k yearly est. Auto-Apply 17d ago
  • Sales Representative

    Bartlett Roofing

    Finance representative job in Provo, UT

    Sales Representative / Project Manager Schedule: Hybrid (Field & Office Work) | Full-Time (40+ Hours Weekly) Compensation: Commission-Based + Paid Training Expected Earnings: $75,000 - $300,000+ Annually About Bartlett Roofing As we close out a strong year, we're gearing up for even more growth in 2026! New markets, new opportunities, and new leadership roles are opening as we continue building elite teams. If you're ready to start the new year with momentum, now's the time to join us. At Bartlett Roofing, we believe in continuous self-improvement. We provide high-quality roofing solutions while creating a work environment where every team member is inspired to grow both personally and professionally. That same mindset carries into how we serve our communities. When homeowners face uncertainty around their roof, our team steps in as a trusted resource - guiding them through the restoration process with ease, transparency, and genuine care. What Sets Us Apart Uncapped Commission - top reps earn $200K+ annually Paid Sales Training - get paid to learn Annual All-Inclusive Top Performers Trip - (Cancun, Cabo, Costa Rica, Jamaica) 401(k) with up to 3% match Medical, Dental & Vision Insurance Clear Path to Leadership in a company that's scaling fast A Winning Culture - supportive, competitive, and focused on growth What You'll Do Own the full sales cycle - from initial inspection to closing the deal Identify leads and generate new prospects (in-office & door-to-door) Knock on doors and offer free roof inspections Conduct roof inspections & represent clients at insurance adjuster meetings Educate homeowners about our services and the insurance claims process Thrive in a fast-paced, autonomous environment while maintaining clear, professional communication Accurately document all sales activities through our mobile tools and CRM Who Thrives Here 1-2 years of sales experience preferred Highly driven, confident, and self-motivated Great with people-able to build rapport quickly and communicate clearly Organized, detail-oriented, and tech-savvy Bilingual and/or insurance experience is a huge plus! We're Especially Interested If You've Worked In SDR, outside/inside sales, call centers, retail, customer service Construction, project management, former business owner/operator Solar sales, pest control, alarm sales, insurance, mortgage, real estate Apply Now! If you're ready to take control of your future, earn what you're worth, and grow with a company that rewards effort and ambition, we want to hear from you. #Pleasantgrove PandoLogic. Category:Sales, Keywords:Sales Representative, Location:Provo, UT-84603
    $35k-60k yearly est. 2d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Finance representative job in West Valley City, UT

    Riverton, Utah;West Jordan, Utah; Sandy, Utah; West Jordan, Utah; Taylorsville, Utah **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** **Responsibilities:** + **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance + **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $26k-30k yearly est. 5d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance representative job in Grand Junction, CO

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 19d ago
  • Sales Representative

    Bartlett Roofing

    Finance representative job in Lehi, UT

    Sales Representative / Project Manager Schedule: Hybrid (Field & Office Work) | Full-Time (40+ Hours Weekly) Compensation: Commission-Based + Paid Training Expected Earnings: $75,000 - $300,000+ Annually About Bartlett Roofing Bartlett Roofing is entering 2026 with huge momentum and a clear vision for growth! As we expand into new markets and develop our future leaders, we're continuing to build high-performing teams across the country. At our core, we believe in continuous self-improvement. We develop people who take ownership, compete with integrity, and are committed to growing both personally and professionally. While delivering high-quality roofing solutions, we foster a culture rooted in professionalism, clarity, and genuine care - for our teams and the homeowners we serve. What Sets Us Apart Uncapped Commission - top reps earn $200K+ annually Paid Sales Training - get paid to learn Annual All-Inclusive Top Performers Trip - (Cancun, Cabo, Costa Rica, Jamaica) 401(k) with up to 3% match Medical, Dental & Vision Insurance Clear Path to Leadership in a company that's scaling fast A Winning Culture - supportive, competitive, and focused on growth What You'll Do Own the full sales cycle - from initial inspection to closing the deal Identify leads and generate new prospects (in-office & door-to-door) Knock on doors and offer free roof inspections Conduct roof inspections & represent clients at insurance adjuster meetings Educate homeowners about our services and the insurance claims process Thrive in a fast-paced, autonomous environment while maintaining clear, professional communication Accurately document all sales activities through our mobile tools and CRM Who Thrives Here 1-2 years of sales experience preferred Highly driven, confident, and self-motivated Great with people-able to build rapport quickly and communicate clearly Organized, detail-oriented, and tech-savvy Bilingual and/or insurance experience is a huge plus! We're Especially Interested If You've Worked In SDR, outside/inside sales, call centers, retail, customer service Construction, project management, former business owner/operator Solar sales, pest control, alarm sales, insurance, mortgage, real estate Apply Now! If you're ready to take control of your future, earn what you're worth, and grow with a company that rewards effort and ambition, we want to hear from you. #Pleasantgrove PandoLogic. Keywords: Sales Representative, Location: Lehi, UT - 84043
    $35k-60k yearly est. 1d ago

Learn more about finance representative jobs

How much does a finance representative earn in Grand Junction, CO?

The average finance representative in Grand Junction, CO earns between $22,000 and $47,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Grand Junction, CO

$32,000
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