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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. 3d ago
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  • Branch Relationship Banker - Denver, CO

    Banktalent HQ

    Finance representative job in Denver, CO

    At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, and play here. Consistently recognized as a Top Workplace by The Denver Post, we offer our customers and employees the best of both worlds: a broad reach and depth of financial resources alongside unparalleled personal attention. At Vectra, we think creatively to shape custom financial solutions for those raising a family or creating the next great local business. We are as passionate about business as we are about success. At Vectra, we're committed to making our company a great place to work and grow your career. We seek dedicated employees whose diversity, talent, drive and innovative ideas add value to our customers, our colleagues and to our communities. At Vectra, we actively listen to our employees and our customers, initiate contact, provide solutions, and proactively focus on building relationships - not increasing transactions. We do this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions. We personify this difference through our tagline: Big Enough to Count / Small Enough to Care. With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, Vectra is dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless - come for a job, stay for a career. We are looking for a Branch Relationship Banker to provide top notch customer service to our clients and customers at our Denver Downtown branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Looking for candidates that are available Monday thru Friday Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products. Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible to resolve customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $21.00- $29.00 hourly depending on job-related factors such as level of experience and location.
    $21-29 hourly 4d 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
  • 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
  • Investment Real Estate Rep

    Vertigo Real Estate Ventures

    Finance representative job in Denver, CO

    At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance. Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed. Why Join VREV? Uncapped commissions & bonus opportunities - your income is in your hands Merit-based culture - promotions and growth come from performance, not tenure Full training provided - no real estate license required One-on-one coaching and proven sales systems Wellness perks - discounted gym memberships & wellness apps What You'll Do Prospect and build relationships with local real estate investors Conduct in-person property walkthroughs and showings Maintain an organized sales pipeline with consistent follow-up Collaborate with managers on strategy and growth opportunities Participate in sales meetings to share wins and sharpen your edge What It Takes Hungry, driven, and competitive mindset - you want to win Strong interpersonal skills and confidence in sales conversations Resilience when facing objections or rejection Desire for life-changing financial growth Sales experience preferred, but not required The Details Driver's license required; must be able to commute Commission-only role OTE: $100,000-$200,000+ If you've been waiting for an opportunity where hard work truly equals high reward - this is it. Apply today and let's see if you have what it takes to join the top 2% at VREV.
    $28k-55k yearly est. Auto-Apply 60d+ ago
  • Summer 2024 Financial Services Internship

    Dev 4.2company rating

    Finance representative job in Greenwood Village, CO

    Jobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Empower Job Description Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Our interns experience a wide range of opportunities during our 10-week summer internship program. We are looking for candidates who have an interest in the financial services industry and bring with them enthusiasm and passion for working in a fast-paced, growth-centric environment. Each intern will be paired with a manager, mentor, and executive sponsor for the summer and will present on a summer project at the end of the program. Interns are given opportunities to interact with senior leadership, learn about our various business areas, and network with peers and staff. During the internship, you will develop essential business acumen and engage with virtually all aspects of our business. Our internship program includes professional and personal development training workshops. Interested candidates should be currently enrolled in a college or university and seeking a bachelor's or master's degree with a minimum GPA of 3.0. Interns should be planning on attending the fall semester/quarter following the internship. While we prefer candidates interning with us between their junior and senior years, we will consider candidates earlier in their college career depending on their coursework completed and business needs. The internship program begins on Tuesday, May 28th and concludes on Friday, August 2nd. This is an on-site and in-person internship based in our Greenwood Village, CO office. This is a 40-hour-per-week role and is a paid position. Hourly wages are between $19.00 and $23.00 based on the level of schooling completed. What you will do Our Financial Services Internships are within our Workplace Solutions area of the business. This segment covers all elements of how Empower works with other companies and their employees (who are the participants in the company-sponsored 401k plans). These internships will entail investments, relationship management, participant communications, operations and implementation, and participant services. During your internship, you will grow in your understanding of the financial industry and gain exposure to how our business works. What you will bring Currently enrolled in a college or university Minimum 3.0 GPA required Available for a 10-week internship from May 28th to August 2nd Desire to experience an in-person office environment as part of your internship and ability to work in Greenwood Village, CO Interest in learning what it takes to be successful in business, particularly financial services Strong partnership skills with an ability to work collaboratively within a team and develop solid working partnerships with colleagues Self-directed and comfortable working independently on an internship project Proactively ask questions and seek help in order to successfully achieve goals and objectives while in an autonomous environment Approach work with a sense of curiosity Work with a customer service mindset and comfortable providing input to achieve goals Ability to see the intern project to conclusion What will set you apart Preferred majors include Business Administration, Finance, Economics or other relevant field Expected graduation date between December 2024 and May 2025 Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. Thank you for your understanding. Due to the high volume of submissions we receive, we cannot contact each person who submits a resume for consideration. Identifying the right people for the right roles can take time, so we thank you in advance for your patience. Base Salary Range $28,100.00 - $38,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Onsite
    $28.1k-38.6k yearly 1d ago
  • Private Client Banker - Wadsworth and Belleview, Lakewood CO - Metro Southwest

    Jpmorgan Chase 4.8company rating

    Finance representative job in Lakewood, CO

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Lakewood,CO $22.50 - $30.29 / hour
    $22.5-30.3 hourly 40d ago
  • Financial Service Representative - $1000 Sign On Bonus

    Arapahoe Credit Union 3.6company rating

    Finance representative job in Centennial, CO

    Job Description Arapahoe Credit Union is seeking a full time (40 hour) Financial Service Representative (Member Service Representative) for Centennial and Englewood Branch locations, Monday - Friday. New account and Credit Union banking relationship proficiency is required; IRA background is a plus. The applicant must be skilled at building and strengthening relationships and creating member loyalty while anticipating and exceeding their financial needs through active promotion, sales and delivery of our products and services. The applicant suited for this position also must have superior in person, telephone, and written communication skills. Credit Union or Banking experience is required. Bilingual (Spanish) is preferred but not required. Hiring immediately - $1000 sign on bonus! Choice Pay Structure available - earn an extra $2.20 an hour. This pay structure is NOT eligible for paid time off or paid holidays. Duties The Financial Service Representative is primarily accountable for establishing and maintaining member relationships through active listening and matching credit union products and service to the members' needs while simultaneously handling a wide variety of duties and responsibilities, which include: Assists members and potential members with their credit union needs in person and over the phone Identifies cross sell opportunities and successfully cross sells ACU's products and services Assist members with IRA requests Identifies and makes recommendations regarding steps to improve the department's operating methods and procedures Identifies transactions/situations to which BSA documentation should be completed and submitted Assist teller line by receiving and processing member financial transactions, including deposits, withdrawals and loan payments. Maintains a high level of accuracy Qualifications The qualified applicant must have superior communication skills in person, over the phone, and through written form. They must provide friendly, prompt, professional and accurate service to all members and co-workers. The applicant is also expected to maintain a professional work environment and business-like appearance and represent the credit union in a professional manner at all times. Additionally, the applicant must maintain a dependable record of attendance and timeliness. At a minimum, the applicant needs to have one to twelve months of similar or related experience. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Benefits: Competitive salary Incentive opportunities Monday through Friday work week Health insurance including medical, dental and vision Retirement benefits Employer paid life insurance, short term and long-term disability policies Paid Time Off Flexible Spending Accounts (FSA) Tuition Reimbursement
    $26k-30k yearly est. 10d ago
  • Financial Services Representative

    Yield Solutions Group LLC

    Finance representative job in Englewood, CO

    Job Description Company Based in the Denver Tech Center, Yield Solutions Group/RefiJet is dedicated to providing exceptional finance solutions through transparency, security and education. Our vision is to deliver the most innovative experience through focus on service, technology, our corporate culture and core values. These core values drive our every decision: Integrity Respect Accountability Compliance Collaboration Passion Appreciation Job Summary We are seeking experienced Financial Services and Sales Representatives. You will ultimately be responsible for working with customers to help them refinance their automobiles. You will be discussing finance options with qualified leads (no cold calling required) and educating them in the financial risks of auto loans.
    $26k-37k yearly est. 28d ago
  • Financial Services Representative

    Adams Bank and Trust 4.0company rating

    Finance representative job in Colorado Springs, CO

    Job Description Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
    $29k-33k yearly est. 5d ago
  • Financial Services Representative - State Farm Agent Team Member

    Mike Wuest-State Farm Agent

    Finance representative job in Colorado Springs, CO

    Job DescriptionBenefits: Simple IRA Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development About the Agency: This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to make an impact, see immediate success, we could be the place for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Mike Wuest - State Farm Agent! Role Description: As a Financial Services Representative - State Farm Agent Team Member with Mike Wuest - State Farm Agent, you will successfully market the products that manage everyday risks. Your proficient knowledge of insurance reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Series 6/63/65 or 7 licenses and SIE designation preferred. 1+ years of experience in insurance.
    $26k-37k yearly est. 28d ago
  • Financial Services Representative

    Intellitec College-Colorado Springs

    Finance representative job in Colorado Springs, CO

    Job Description Financial Aid Representative IntelliTec College - Colorado Springs Full-Time IntelliTec College is recruiting for a full-time Financial Aid Advisor at our Colorado Springs campus. The Financial Aid Representative is responsible for assisting students throughout the financial aid process and updating student files and associated records. Essential Duties: Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options Follow-up with new and prospective students to ensure all necessary paperwork is completed Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility Determine student eligibility for FSA funds based on ISIR (Institutional Student information Report), resolve issues that arise, and complete all necessary paperwork Complete all established Financial Aid processes, such as verification, award letters, loan originations, etc. to allow for accurate and timely payment of Federal Student Aid Funds Handle the yearly refinancing process with students to ensure timely receipt of second-year funding Establish student work study eligibility and work with HR liaison to complete new hire paperwork Meet with students prior to graduation for exit counseling and to review student loan repayment information Develop and maintain current working knowledge of all applicable financial aid regulations Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting any student as needed Secondary Duties: Present at new student orientations and attend meetings for Financial Aid Lead/Manager when needed Other duties as assigned Minimum Qualifications: Education: Associate's degree in Finance, Accounting, Business Administration, or a related field. Two (2) years of additional experience may be substituted in lieu of a formal degree Experience: 1+ year(s) of experience in Finance, Accounting, Education, Customer Service, or related field License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems Working Hours: Schedule may vary between the hours of 8:00 AM - 7:30 PM Monday - Thursday and 8:00 AM - 5:00 PM on Friday in order to meet departmental and student needs. Physical Demands and Working Conditions: This position requires light work, occasionally lifting up to 20 pounds while frequently lifting up to 10 pounds. Administrative work requires sitting for long periods of time and consistent use of a computer. Position is required to express complex topics through speech and written communication. The worker is not substantially exposed to chemicals or adverse environmental conditions. This position may require driving to satellite campus locations. 40 hours a week, Monday - Friday 40 hours a week, Monday - Friday
    $26k-37k yearly est. 29d ago
  • Financial Services Representative - State Farm Agent Team Member

    Weston Leake-State Farm Agent

    Finance representative job in Arvada, CO

    Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Dental insurance Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Position Overview: Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities: Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain compliance with financial and insurance regulations Train and mentor team members on customer needs analysis and sales conversations Preferred Qualifications: Active Life & Health license (required or ability to obtain quickly) FINRA Series 7 and 63 licenses preferred Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor If youre ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers lives, wed love to hear from you.
    $26k-37k yearly est. 6d ago
  • Financial Services Specialist

    Worldventure 3.5company rating

    Finance representative job in Englewood, CO

    The purpose of the Financial Services Specialist is to assist in / serve keeping missionaries on the field by allocating funds to and from missionary accounts in a timely and accurate manner via the traditional Accounts Receivable (AR) and Accounts Payable (AP) roles. The qualified candidate will be assigned a primary role (either AR or AP) where they will work a majority of the time and be cross-trained to back up the secondary role. The responsibilities of this position “turns the wheels” of the financial operations at WorldVenture, because they are responsible for processing incoming contributions and depositing the funds that are then used to accomplish our mission around the world. The Financial Services Specialist will also process payment of expense reports and vendor invoices in accordance with set schedules so that the work of the mission around the world is able to be accomplished in a timely manner. This role serves the missionary, donor, and staff at WorldVenture by providing friendly financial support. The qualified candidate will experience a good mixture of task-accomplishment and helping others in the organization as they carry out their daily responsibilities. Position Responsibilities: Receive all inbound phone calls to WorldVenture for set hours during the day. Assist WorldVenture global workers, giving partners, churches and prospects with financial case related issues like, but not limited to, website navigation, financial transactions, account maintenance and problem resolution in a timely manner with a relational and servant mindset Proactively make outbound calls to WorldVenture giving partners conveying a sense of sincere gratitude so that they are aware of the impact of their generosity and value of their partnership with WorldVenture Record, deposit, and balance donor contributions on a daily basis Reconcile donor commitment records against monthly contribution aging reports and donor contributions Update donor information (name, address, and other changes) in accounting software Identify and return checks that cannot be processed by the organization Respond accurately to donor and global worker phone inquiries, with attention to donor authentication and confidentiality Process contribution mail delivered to the Financial Services Office; accurately identifying, sorting, and batching donor checks and other mail into defined categories Process returned donor mail, using available resources to attempt to locate a current address, and update donor accounts as appropriate Prepare, file, and archive contribution documentation. Dispose of backup receivable documentation based on defined schedules and document retention policies. Process and pay all WorldVenture bills and expense reports Process corporate credit card statements Create general ledger journal entries as needed Correspond with staff regarding questions on corporate expense policy, practices, and guidelines Process benefit and life insurance payments Dispense and account for petty cash File and maintain Accounts Payable records Perform other duties as required or assigned Essential Knowledge, Skills and Abilities: Detail-oriented and organized and able to work independently in a high volume environment that requires a work product that is highly accurate and timely Excellent listening, written, and verbal communication skills Can effectively use a computer, basic office equipment, and office software, such as email and Microsoft Office Software Thrives while working in a team environment Flexible and adaptable to change, unexpected demands, and interruptions Maintain a pleasant and helpful phone presence, even when under pressure Able to organize and prioritize work to meet deadlines and maintain a highly productive work environment Personal Qualifications: Proven commitment to a personal relationship with God and a desire to serve Him in global ministry Christian character that reflects our values as an organization and dedication to WorldVenture's ministries Affirmation of the doctrinal statement, sexual conduct policy, and child safety policy Demonstrated warmth, empathy, and trustworthiness in relationships Respect for those from nations and cultures other than their own Service-oriented attitude toward others Team player displaying humility and a learner's attitude Education and Formal Training: High school diploma or equivalent. Prior experience in Accounts Payable, Accounts Receivable, or data processing preferred. Work Environment/Physical Activities: Office Benefits: Medical, dental and vision insurance; life insurance; Flexible Spending Account; long-term disability insurance; and Aflac Insurance offered Vacation, sick leave, bereavement, jury duty, and 11 paid holidays Job descriptions are not intended, and should not be construed, to be exhaustive lists of responsibilities, skills, efforts or working conditions associated with a job. They are meant to be accurate reflections of the principal job elements essential for making fair pay decisions.
    $27k-36k yearly est. 60d+ 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 45d ago
  • Summer 2024 Financial Services Internship

    Dev 4.2company rating

    Finance representative job in Greenwood Village, CO

    Company DescriptionJobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Empower Job Description Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Our interns experience a wide range of opportunities during our 10-week summer internship program. We are looking for candidates who have an interest in the financial services industry and bring with them enthusiasm and passion for working in a fast-paced, growth-centric environment. Each intern will be paired with a manager, mentor, and executive sponsor for the summer and will present on a summer project at the end of the program. Interns are given opportunities to interact with senior leadership, learn about our various business areas, and network with peers and staff. During the internship, you will develop essential business acumen and engage with virtually all aspects of our business. Our internship program includes professional and personal development training workshops. Interested candidates should be currently enrolled in a college or university and seeking a bachelor's or master's degree with a minimum GPA of 3.0. Interns should be planning on attending the fall semester/quarter following the internship. While we prefer candidates interning with us between their junior and senior years, we will consider candidates earlier in their college career depending on their coursework completed and business needs. The internship program begins on Tuesday, May 28th and concludes on Friday, August 2nd. This is an on-site and in-person internship based in our Greenwood Village, CO office. This is a 40-hour-per-week role and is a paid position. Hourly wages are between $19.00 and $23.00 based on the level of schooling completed. What you will do Our Financial Services Internships are within our Workplace Solutions area of the business. This segment covers all elements of how Empower works with other companies and their employees (who are the participants in the company-sponsored 401k plans). These internships will entail investments, relationship management, participant communications, operations and implementation, and participant services. During your internship, you will grow in your understanding of the financial industry and gain exposure to how our business works. What you will bring Currently enrolled in a college or university Minimum 3.0 GPA required Available for a 10-week internship from May 28th to August 2nd Desire to experience an in-person office environment as part of your internship and ability to work in Greenwood Village, CO Interest in learning what it takes to be successful in business, particularly financial services Strong partnership skills with an ability to work collaboratively within a team and develop solid working partnerships with colleagues Self-directed and comfortable working independently on an internship project Proactively ask questions and seek help in order to successfully achieve goals and objectives while in an autonomous environment Approach work with a sense of curiosity Work with a customer service mindset and comfortable providing input to achieve goals Ability to see the intern project to conclusion What will set you apart Preferred majors include Business Administration, Finance, Economics or other relevant field Expected graduation date between December 2024 and May 2025 Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. Thank you for your understanding. Due to the high volume of submissions we receive, we cannot contact each person who submits a resume for consideration. Identifying the right people for the right roles can take time, so we thank you in advance for your patience. Base Salary Range $28,100.00 - $38,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Onsite
    $28.1k-38.6k yearly 60d+ ago
  • Private Client Banker (New Build) - Woodland Hwy - Woodland Park, CO

    Jpmorgan Chase 4.8company rating

    Finance representative job in Woodland Park, CO

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Woodland Park,CO $20.00 - $27.88 / hour
    $20-27.9 hourly 12d ago
  • Financial Services Representative

    Adams Bank and Trust 4.0company rating

    Finance representative job in Colorado Springs, CO

    Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust! 💼 Full-Time Financial Services Representative (Universal Banker) 💡 Why You'll Love Working Here: Work in a supportive, team-focused environment Build lasting relationships with customers Professional growth opportunities Competitive pay + benefits package About the Role We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and Personal Banker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier. What You'll Do: Greet customers and process transactions quickly and accurately Balance and maintain your cash drawer daily Open and close accounts (checking, savings, CDs, NOW accounts, etc.) Provide exceptional customer service and build long-term relationships Cross-sell banking products and services based on customer needs Perform basic loan administration as needed Follow all policies, procedures, and regulations What We're Looking For: Cash handling experience Strong customer service & communication skills Ability to multitask and pay close attention to detail Professional appearance and demeanor Sales experience preferred (but not required) College degree may be substituted for experience - we'll train the right person Perks & Benefits: Competitive pay Health, dental, and vision insurance 401(k) with employer match after one year Paid time off & holidays Ongoing training and career growth opportunities Ready to Join Our Team? Apply now with your resume - we can't wait to meet you!
    $29k-33k yearly est. 6d ago
  • Summer 2024 Financial Wellness Internship

    Dev 4.2company rating

    Finance representative job in Greenwood Village, CO

    Company DescriptionJobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Empower Job Description Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Our interns experience a wide range of opportunities during our 10-week summer internship program. We are looking for candidates who have an interest in the financial services industry and bring with them enthusiasm and passion for working in a fast-paced, growth-centric environment. Each intern will be paired with a manager, mentor, and executive sponsor for the summer and will present on a summer project at the end of the program. Interns are given opportunities to interact with senior leadership, learn about our various business areas, and network with peers and staff. During the internship, you will develop essential business acumen and engage with virtually all aspects of our business. Our internship program includes professional and personal development training workshops. Interested candidates should be currently enrolled in a college or university and seeking a bachelor's or master's degree with a minimum GPA of 3.0. Interns should be planning on attending the fall semester/quarter following the internship. While we prefer candidates interning with us between their junior and senior years, we will consider candidates earlier in their college career depending on their coursework completed and business needs. The internship program begins on Tuesday, May 28th and concludes on Friday, August 2nd. This is an on-site and in-person internship based in our Greenwood Village, CO office. This is a 40-hour-per-week role and is a paid position. Hourly wages are between $19.00 and $23.00 based on the level of schooling completed. What you will do Our Financial Wellness Internship gives interns exposure to the key teams that support customers at Empower. You will analyze data and collect qualitative insights to provide proposed strategies, provide perspective and broad recommendations about how to help customers make important decisions that will improve their financial health, and learn about products and communication strategies. What you will bring Currently enrolled in a college or university Minimum 3.0 GPA required Available for a 10-week internship from May 28th to August 2nd Desire to experience an in-person office environment as part of your internship and ability to work in Greenwood Village, CO Interest in learning what it takes to be successful in business, particularly financial services Strong partnership skills with an ability to work collaboratively within a team and develop solid working partnerships with colleagues Self-directed and comfortable working independently on an internship project Proactively ask questions and seek help in order to successfully achieve goals and objectives while in an autonomous environment Approach work with a sense of curiosity Work with a customer service mindset and comfortable providing input to achieve goals Ability to see the intern project to conclusion Proficient skills in PowerPoint, Word, and Excel What will set you apart Preferred majors include Business Administration, Finance, Economics, Marketing, Communication, or other relevant field Expected graduation date between December 2024 and May 2025 Excellent oral and written communication skills Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. Thank you for your understanding. Due to the high volume of submissions we receive, we cannot contact each person who submits a resume for consideration. Identifying the right people for the right roles can take time, so we thank you in advance for your patience. Base Salary Range $28,100.00 - $38,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Onsite
    $28.1k-38.6k yearly 60d+ ago
  • Financial Services Representative

    Adams Bank and Trust 4.0company rating

    Finance representative job in Longmont, CO

    Job Description Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust! Financial Services Representative
    $29k-33k yearly est. 14d ago

Learn more about finance representative jobs

How much does a finance representative earn in Lone Tree, CO?

The average finance representative in Lone Tree, CO earns between $21,000 and $48,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Lone Tree, CO

$32,000
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