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  • Power Trader

    Guzman Energy

    Investment banker job in Denver, CO

    About the Role Short-Term Power Trader - Denver, CO Guzman Energy is seeking a Junior Cash/short-term Power Trader to support and strengthen our short-term trading operations. This role focuses on DA/cash and intraday trading, providing peer leadership, situational coordination, and tactical decision support to the Real-Time desk during fast-moving market conditions. While not a formal manager, the Cash Trader acts as a mentor, strategy driver, and first point of coordination on the desk when markets are active. The ideal candidate is an experienced RT or cash power trader who thrives under volatility, collaborates effectively, and leads by example. This role provides an opportunity to grow into future leadership positions within Guzman Energy while influencing the culture and performance of the short-term trading team. Base Compensation: Base salary of $120,000 per year, plus an annual targeted performance bonus. Responsibilities Desk Leadership & Team Support Serve as a peer-leader of the Real-Time desk, supporting traders during 24/7 operations. Provide daily mentorship, trade guidance, and constructive peer feedback to enhance performance and decision quality. Act as the coordinating point during periods of market volatility, ensuring clear communication and aligned trading responses. Promote a high-performance culture consistent with Guzman Energy's mission and trading principles. Cash & Real-Time Trading Operations Execute DA/cash, hourly, and intraday power trades across Western markets and applicable ISO/RTOs. Coordinate closely with Real-Time Traders to ensure alignment between cash, intraday, and real-time positions. Monitor system conditions, load deviations, and market signals to manage short-term risk and capture near-term opportunities. Support accurate transmission procurement, E-tagging, and scheduling, ensuring reliability and compliance with NERC, ISO/RTO, and Risk Management policies. Strategy, Optimization, & Market Alignment Work with RT and cash/term traders to align short-term strategy across DA and RT horizons. Identify, communicate, and execute value-enhancing opportunities within the cash and intraday windows. Provide actionable market insights, pricing perspectives, and feedback to the Manager of Real-Time Trading. Contribute to shaping desk processes, playbooks, and tactical trading approaches. Compliance, Reporting, & Performance Ensure all trades comply with applicable regulatory, market, and corporate standards. Support desk reporting, dashboards, market notes, and after-action reviews. Collaborate with peers on data-driven performance assessments and process improvements. Uphold high standards of operational discipline, reliability, and communication. Required Qualifications Bachelor's degree in business, Economics, Engineering, Finance, or a related quantitative discipline. 2-5 years of experience in real-time power trading, system operations, or energy market analytics. Proven ability to perform under pressure in a fast-paced, dynamic trading environment. Strong communication and leadership skills with the ability to direct a team in real-time. Proficiency with trading platforms such as OATI WebTrader, web SmartOASIS, and web SmartTag, as well as Microsoft Excel. Ability and willingness to work rotating 12-hour shifts (including overnights, weekends, and holidays) as part of a 24/7 operation. Preferred Qualifications Supervisory, peer-leadership, or team lead experience in a trading or operations environment. Familiarity with ISO/RTO markets such as CAISO, ERCOT, SPP, MISO, and PJM. Certifications such as NERC or PJM are a plus. Technical skills (Python, R, SQL, or dashboard tools) for data-driven decision making. Strong understanding of NERC reliability standards and energy scheduling protocols. Demonstrated ability to make fast, informed decisions in high-pressure settings. Alignment with Guzman Energy's mission to deliver innovative, equitable, and sustainable energy solutions. What the Guz Offers We offer a comprehensive pay package that includes competitive compensation, annual company and performance-based incentive bonuses, unlimited paid time off, medical benefits, 401(k) program with employer match, and nineteen company holidays in 2025. The position will be fully in-person in Guzman's Denver, CO office. Pay range and compensation package Base Compensation: Base salary ranging of $120,000 per year, plus an annual targeted performance bonus. Equal Opportunity Statement Guzman is an equal opportunity employer and hires without regard to race, color, religion, ancestry, sex, citizenship, national origin, marital, military and veteran status, age, disability, medical condition, genetic information, gender identity, gender expression, sexual orientation, family status, pregnancy, or any other characteristic protected by federal, state, or local law.
    $120k yearly 1d ago
  • Investment Banking Intern

    GLC 4.4company rating

    Investment banker job in Denver, CO

    SUMMER INTERN, INVESTMENT BANKING COMPANY: GLC Advisors & Co., LLC Investment Banking Summer Intern EMPLOYMENT TYPE: Internship GLC is a leading independent investment banking firm that delivers objective, senior- level advice within a number of industries including: business services, consumer & retail, energy & power, financial services, gaming, general industrials, healthcare, media & telecom, metals & mining and technology. GLC was founded in 2009 and brings financial advisory experience from both Wall Street and specialized boutique investment banking firms. With over 60 professionals, we have worked through multiple economic cycles dating back to the 1980's and have led more than 900 transactions representing over $800 billion in total transaction value. Our comprehensive service offerings involve all aspects of sell-side and buy-side M&A, capital raising and restructuring. Our offices are in New York, Denver, Los Angeles and San Francisco. For more information visit ************* RESPONSIBILITIES: Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. Responsibilities include: Building financial models and performing valuation analyses Preparing presentations, company offering memorandums, management presentations, and other marketing materials Analyzing company historical financial statements and prospective financial information Conducting extensive industry and company research Collaborating within M&A execution teams PREFERRED QUALIFICATIONS: Current undergraduate or graduate student with an expected graduation date in Summer 2027 Prior experience in corporate finance, accounting, private equity, investment banking, or related financial services Pursuing a Bachelor's or Master's degree in Finance, Accounting, Business Administration or Management, Economics, or other degree from an accredited university or college Proficient in Excel and PowerPoint, as well as preferred experience with other financial information tools such as S&P Capital IQ and PitchBook Excellent written and oral communication skills with a high level of attention to detail Outstanding work ethic with ability to perform in a fast-paced environment Strong desire to develop modeling and financial statement analysis skills Ability and willingness to work hard beyond typical work week hours OFFERING: We offer an exciting work environment with an entrepreneurial spirit. This position offers the opportunity to gain in-depth and diverse work experience in investment banking. Please include in your cover letter why you are interested in our Denver team and Denver, CO more broadly.
    $76k-122k yearly est. Auto-Apply 60d+ ago
  • Investor Relations Associate

    Scale IR

    Investment banker job in Denver, CO

    Job Description Title: Investor Relations Associate Scale IR is hiring on behalf of a private investment sponsor raising capital under Rule 506(c). This firm is an alternative asset manager specializing in private real estate and private credit, focused on value-add multifamily properties. The platform offers institutional-quality investments, managing all aspects of property and construction in-house, and provides deal-by-deal access, as well as private fund offerings. The firm is looking for a full-cycle Investor Relations Associate with a proven track record in capital raising, who can own the investor relationship from first contact through to close. Key Responsibilities Own the full investor journey: from first contact through to commitment Qualify inbound and reengaged leads for timeline, liquidity, accreditation, and fit Educate prospects on the firm's investment thesis, offerings, and process Guide prospects through next steps: diligence, calls, document access, and Q&A Involve partners or senior IR professionals as needed to close high-potential leads Maintain pipeline tracking and reporting in CRM Follow up with leads throughout the funnel to maximize conversion and retention Hit activity and conversion goals aligned to meetings, movement, and closes Work with the IR and marketing teams to develop investor decks, case studies, and branded collateral What Were Looking For 3+ years in a client-facing role with measurable success across revenue or retention Proven ability to manage a sales or engagement pipeline end-to-end Comfortable navigating investor objections and managing complex conversations Familiar with CRM platforms (HubSpot, Salesforce, Active Campaign, etc.) Background in financial services, private equity, or high-ticket consultative sales is a plus Self-starter comfortable working remotely and meeting weekly performance goals Ongoing support with investors, feedback on products/collateral or industry/market research is all a plus Qualifications 3+ years of professional experience in investor relations with measurable success in capital raising, private equity, real estate investment, wealth management, or financial sales Familiarity with accredited investor and institutional sales processes Strong organizational skills with an ability to manage multiple priorities and follow through on details Skills & Competencies Excellent communication and presentation skills; comfortable interacting with investors and stakeholders at all levels Strong sales skills; comfortable with financial models, KPIs, forecasts, and performance metrics Financial acumen - comfortable discussing investment structures, returns, and performance metrics Proficient in CRM tools (e.g., HubSpot, Salesforce) and Microsoft Office Suite; experience with investor portals a plus Team-oriented with a proactive, self-starter mindset Why Join Work directly with a fast-growing investment platform and senior leadership team Gain hands-on exposure to both retail and institutional capital markets Career growth potential in a rapidly expanding IR function Competitive base salary, performance-based bonuses, and participation in project profit interests Hybrid work flexibility and a collaborative, entrepreneurial team culture in Denvers investment community
    $59k-104k yearly est. 15d ago
  • Residential Whole Loan Trader

    Janus Henderson Group 4.8company rating

    Investment banker 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 the end of November, 2025. 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 8d ago
  • Commercial Banking Intern - Summer 2026 (Denver, CO) (Denver, CO, US, 80202)

    Bok Financial Corp 4.6company rating

    Investment banker job in Denver, CO

    Areas of Interest: Commercial Banking Pay Transparency Salary Range: 45760 Application Deadline: 01/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Not Bonus Eligible Summary Start your career in financial services by gaining broad knowledge of our industry and organization. Our Internship program is designed to benefit students completing their Junior year of college. Your training will combine classroom sessions, on-the-job training, computer and technical training, and group projects. Your training will take place in your specific market location and will include a 10 week immersive experience in the line of business. Following successful completion of the Internship, you will be considered for a role in our Associate rotational development program after graduation. Job Description The Accelerated Career Track Intern is primarily responsible for a variety of assigned duties, responsibilities, and studies throughout the bank in a competitive 10-week internship program designed to develop financial, analytical and sales skills to prepare for a career within the organization as determined through the training and rotational process. Participates in internal training programs and self-study courses in order to develop skills to be used on the job; specific focus on the Bank's operations, markets and strategies. Team Culture We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships. How You'll Spend Your Time * You will participate in classroom, self-study, and hands-on curriculum. * You will build relationships with managers, mentors, and peers. * You will participate in special projects, present data, analyze situations, draw conclusions, and make recommendations when required. * You will participate in Battle of the Interns on a project team. Education & Experience Requirements This level of knowledge is normally acquired through work towards completion of a Bachelor's degree. Working Conditions & Physical Requirements Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $44k-65k yearly est. Easy Apply 60d+ ago
  • Summer 2026 Commercial Banking Intern Denver, CO

    Southstate Bank

    Investment banker job in Denver, CO

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! Program Overview:Our Commercial Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to Commercial Banking operations, strategies, and career opportunities. Interns will collaborate with seasoned professionals within our Commercial Banking team, gaining hands-on exposure to market-leading financial solutions and industry insights that drive client success and community impact.Throughout the program, we prioritize your professional growth, equipping you with the skills and knowledge needed to advance your career. You'll develop a deep understanding of our corporate and credit culture while engaging in professional development, analytical training, networking, and community involvement. Key program components include: Onboarding Week: Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our business. Hands-On Experience: Work alongside high-performing teams, participating in daily activities to build analytical skills and gain insight into critical banking processes. Mentorship & Support: Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally. Speaker Series: Hear from senior leaders about industry trends and how to maximize your internship experience. Networking Opportunities: Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives. In This Role, You Will: Participate in internship program activities, including workshops, training sessions, and special projects. Conduct market research and financial analysis to identify client needs and recommend tailored banking solutions. Assist with financial spreads, due diligence on potential borrowers or guarantors, and loan document reviews to support client transactions. Collaborate with relationship managers, credit analysts, and team leaders to contribute to real-time business initiatives. Support marketing activities to enhance client engagement and promote banking services. Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment. Qualifications and Education Requirements: Education: 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor's degree in Business Management, Mathematics, Accounting, Finance, or a related field; Rising Senior graduating in 2027. Skills: Proficient in Microsoft Excel and Word; strong analytical mindset and eagerness to learn. Attributes: Detail-oriented, proactive, and able to work effectively under pressure. Training Requirements: Complete mandatory new hire compliance training and New Employee Orientation. Physical Demands: Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This internship provides a unique opportunity to immerse yourself in Commercial Banking, build a professional network, and develop skills that will propel your career forward. Join us to make a meaningful impact while gaining invaluable experience!WORK ENVIRONMENTThis position is onsite in an office environment 5 days a week: 40hours a week. In accordance with Colorado law: Colorado pay for this position is anticipated to be between $33,743.00 - $50,614.00 , actual offers to be determined based on applicant's skills, experience and education.While the anticipated deadline for the job posting is 11-07-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date. Benefits | SouthState Careers Equal Opportunity Employer, including disabled/veterans.
    $33.7k-50.6k yearly Auto-Apply 60d+ ago
  • Private Client Banker - Pearl and 30th - Boulder, CO - CO METRO NORTHWEST

    JPMC

    Investment banker job in Boulder, 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: **************************************************************************
    $25k-42k yearly est. Auto-Apply 60d+ ago
  • Private Client Banker - Wadsworth and Belleview, Lakewood CO - Metro Southwest

    Jpmorgan Chase 4.8company rating

    Investment banker 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 3d ago
  • Summer 2026 Commercial Bank Internship - Denver (Credit)

    Keybank 4.4company rating

    Investment banker job in Denver, CO

    If you are interested in more than one KeyBank Internship opportunity, please consider applying for your top 3 internship roles within 12 months to ensure you are not duplicating efforts and obtaining the best candidate experience. The Commercial Bank internship will provide an experience to understand the Commercial Banking landscape and how the various line of business functions collaborate to provide clients/prospects with the insights and solutions they need to operate their business more effectively. Program Duration: MAY 27, 2026 - AUGUST 7, 2026 What does our Internship Program offer? Key's Enterprise Internship is a 10.5-week program that provides meaningful work that matters, offers feedback and coaching, and creates engaging events and conversations that will spark excitement and interest in bringing one's full-time career to Key. Interns are involved in a host of line of business specific projects that directly impact and benefit Key's business and strategic pillars. The program includes networking with Key teammates across all levels of the organization, a series of Learning Labs where internal and external speakers provide insight on Key's competitive landscape, financial wellness, and professional development best practices, and an assigned mentor who shares knowledge, experience, and advice. Commercial Banking Commercial at Key offers a comprehensive suite of financial solutions tailored to support the growth, liquidity, and risk management needs of middle market and institutional clients. What differentiates us from competitors is our ability to seamlessly deliver comprehensive industry expertise, unique insight and capital markets solutions. This includes services such as lending, commercial payments (treasury), and advisory support. As a core component of Key's strategic priorities, the Commercial Bank plays a vital role in driving client success and contributing to the company's overall performance. About the Internship As an intern, you will gain valuable experience by contributing to a variety of projects and collaborating closely with seasoned professionals. This role offers a focus on credit/lending (relationship management) specifically within the Denver Market. You will engage directly with senior-level bankers and Commercial Analysts, providing hands-on exposure to the Commercial Lending business. You will receive exposure to various segments within the Commercial Bank, as well. Job Responsibilities Learn to analyze commercial loan requests via loan requests including but not limited to reviewing financial statement spreads; calculation of key financial ratios; analysis of the borrowers' business and financial integrity Work closely with designated teams to ensure accuracy of credit system data. Work with clients to ensure timely collection of financial statements needed to monitor performance Work with support partners to perform system maintenance to ensure proper portfolio assignments and with Relationship Managers to ensure accurate pipeline activities within Salesforce Complete a Capstone Project leveraging learnings from the Internship to include credit, business analytics, and client facing deliverables / pitches Perform other duties as necessary to support the goals and objectives of the relationship management teams Qualifications Must have completed at least two years toward a four-year, undergraduate degree program with coursework in finance, accounting, economics and/or data science (preferred) with an anticipated graduation in or before May of 2027 Outstanding academic achievement (minimum undergraduate 3.3 GPA) Demonstrated leadership and teamwork from past work experience and/or extracurricular activities Strong quantitative and critical thinking abilities Highly motivated with a strong work ethic Outstanding interpersonal, communication and presentation skills Proficiency in Excel and PowerPoint Professional conduct Compensation and Benefits This position is eligible to earn an hourly rate of $27 per hour. Compensation also includes a $2,000 Summer Internship Sign-on Bonus. KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.00 - $22.60 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Please note: While a base pay range is referenced above, this position is compensated at a fixed rate of $27 hourly and is eligible to receive a $2,000 sign-on bonus. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/15/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $18-22.6 hourly Auto-Apply 60d+ ago
  • Investment Real Estate Rep

    Vertigo Real Estate Ventures

    Investment banker 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 27d ago
  • Personal Banker Bilingual Preferred - Iris Branch Boulder, CO

    Firstnational 3.8company rating

    Investment banker job in Boulder, CO

    At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys. About This Role: ROLE DESCRIPTION At FNBO, we always put the customer first - which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they're saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers. We're looking for someone who takes pride in helping people - no matter how big or small the task. THE GREAT BIG SMALL BANK FNBO has been privately held for more than 160 years, and we believe in doing what's right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity. PRIMARY RESPONSIBILITIES Make every customer feel welcome in your FNBO branch Help customers with transactions like deposits and withdrawals Gain an understanding of your customer's unique financial needs Make personalized recommendations to support them Help guide your customers toward greater financial well-being Deepen your relationship with customers through outreach Comply with all bank policies, regulations and laws BENEFITS AND PERKS All full-time and part-time employees are eligible for the following benefits: Competitive pay and an incentive plan for helping clients 401(k) match Paid time off and paid holidays Medical/Dental/Vision/Life/Disability/Flex Plans Employee Wellness Program Career development training and coaching Tuition Assistance Program Employee banking benefits and other discounts Culture of recognition and rewards from executive leadership/managers/peers/business partners The Ideal Candidate for This Role: Outgoing and enjoys engaging with people Friendly with a positive attitude A solution-oriented critical thinker Excited to learn and take on new challenges A team player Motivated to do what's right Collaborative and supportive QUALIFICATION REQUIREMENTS High School Diploma or GED Bachelor's degree or equivalent work experience preferred Retail banking experience preferred Bilingual in Spanish preferred #IND123 Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: Starting pay for Personal Banker positions is $23/hour. Final compensation offer to candidate may vary from posted hiring range based upon significant lending experience, education, and/or skill level. We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251375 Registration Requirement: This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results. Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $23 hourly Auto-Apply 9d ago
  • Financial Representative Career Changer

    Yoder District

    Investment banker job in Fort Collins, CO

    Benefits: Retirement Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact-both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back. We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning. Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact. Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Our Thriving Offices are Located: District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525 Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001 Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072 Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631 Expansion across Jackson, WY. A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE as one of the ā€œWorld's Most Admiredā€ life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business:Haley Stevens - Chief Operating Officer: How long with NM? Joined Northwestern Mutual 7 years ago. Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM. Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family. Bailey Bergstrom - Director of Recruitment and Selection: How long with NM? Been with Northwestern Mutual for 2 years. Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM. Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train. Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 29 years. Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM. Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men's Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance. Cory Schroeder - Managing Partner, Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 5 years. Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM. Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members. Josh Schilt - Financial Advisor: How long with NM? Been with Northwestern Mutual for a year and a half. Prior Experience? Former college student and also worked on a fencing crew building fences for cattle. Passionate About? Loves spending time with family as well as hunting and hiking in the mountains. Brian Campbell - Growth and Development Director: How long with NM? Been with Northwestern Mutual for 19 years. Prior Experience? Began his career with NM as an intern while attending Colorado State University. Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively. About the Financial Representative Role:As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Compensation: $65,000.00 - $85,000.00 per year
    $26k-39k yearly est. Auto-Apply 21d ago
  • Financial Representative Career Changer

    Yoder District-Northwestern Mutual

    Investment banker job in Fort Collins, CO

    Job DescriptionBenefits: Retirement Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back. We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning. Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact. Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Our Thriving Offices are Located: District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525 Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001 Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072 Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631 Expansion across Jackson, WY. A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Haley Stevens - Chief Operating Officer: How long with NM? Joined Northwestern Mutual 7 years ago. Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM. Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family. Bailey Bergstrom - Director of Recruitment and Selection: How long with NM? Been with Northwestern Mutual for 2 years. Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM. Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train. Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 29 years. Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM. Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance. Cory Schroeder - Managing Partner, Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 5 years. Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM. Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members. Josh Schilt - Financial Advisor: How long with NM? Been with Northwestern Mutual for a year and a half. Prior Experience? Former college student and also worked on a fencing crew building fences for cattle. Passionate About? Loves spending time with family as well as hunting and hiking in the mountains. Brian Campbell - Growth and Development Director: How long with NM? Been with Northwestern Mutual for 19 years. Prior Experience? Began his career with NM as an intern while attending Colorado State University. Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $26k-39k yearly est. 22d ago
  • Personal Banker

    Performance Bankers

    Investment banker job in Loveland, CO

    Who we are We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the communities we serve. We take great pride in the relationships we built and the lives we impact. We offer the strength of a big bank combined with local decision-making and hometown involvement, setting our community bank apart from the rest. Our mission Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience. Our values Passion: We have an unrelenting drive to be great. Quality service is our #1 priority. Commitment: We do not shy away from accountability. We together as a team and embrace the spirit of service. Leadership: We are competitive leaders in our markets and a go-to source for finance and lending. Community: We're proud to support each other and our local communities. We win when our customers win. To learn more about us, visit **************************** About the role The Personal Banker is responsible for ensuring customer satisfaction and making decisions on behalf of the bank by assisting with a wide variety of duties including opening new accounts. This role supports efforts to maximize revenue, deposit growth, sales, customer satisfaction, and minimize operational losses. Position is located in Loveland, CO. It is not a remote position. Salary Range $20.00-$27.00/hour, dependent upon applicant's prior experience. What you will do Provides courteous attention to customers promoting satisfied and long-term financial relationships while contributing to the overall profitability of the bank. Ensures customers receive timely and high-quality customer service. Greets and addresses customers with respect and by name. Participates and shows initiative towards sales and promotion of bank products and services. Possesses the knowledge to assist customers in a variety of areas, including new accounts, updating accounts, electronic banking, ACH and wire transfers and is able to offer solutions that fit specific customer needs. Develops an understanding of internal bank policies, as well as a strong understanding of banking regulations. Acts as an escalation point for customer inquiries, and is able to use a combination of critical thinking and an understanding of existing policies to answer questions and problem-solve. Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits. Demonstrates leadership in bringing bank staff together to meet strategic goals. Other duties as assigned. What you will need Bachelor's degree in Accounting, Finance, Business Administration, or related field of study preferred. 2+ years Banking experience preferred. Understanding of banking regulations required, training provided. Experience with electronic banking desired. What we offer Health Insurance Dental Insurance Vision Insurance Paid Vacation, Sick, and Holiday time A competitive 6% 401k match And more! Candidate must pass a pre-employment screening including credit history and criminal record check. Our company provides equal employment opportunities (EEO) to all employees and applicants for employment and 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.
    $20-27 hourly 23d ago
  • Personal Banker

    First National_Pierre

    Investment banker job in Loveland, CO

    Job Description Who we are We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the communities we serve. We take great pride in the relationships we built and the lives we impact. We offer the strength of a big bank combined with local decision-making and hometown involvement, setting our community bank apart from the rest. Our mission Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience. Our values Passion: We have an unrelenting drive to be great. Quality service is our #1 priority. Commitment: We do not shy away from accountability. We together as a team and embrace the spirit of service. Leadership: We are competitive leaders in our markets and a go-to source for finance and lending. Community: We're proud to support each other and our local communities. We win when our customers win. To learn more about us, visit **************************** About the role The Personal Banker is responsible for ensuring customer satisfaction and making decisions on behalf of the bank by assisting with a wide variety of duties including opening new accounts. This role supports efforts to maximize revenue, deposit growth, sales, customer satisfaction, and minimize operational losses. Position is located in Loveland, CO. It is not a remote position. Salary Range $20.00-$27.00/hour, dependent upon applicant's prior experience. What you will do Provides courteous attention to customers promoting satisfied and long-term financial relationships while contributing to the overall profitability of the bank. Ensures customers receive timely and high-quality customer service. Greets and addresses customers with respect and by name. Participates and shows initiative towards sales and promotion of bank products and services. Possesses the knowledge to assist customers in a variety of areas, including new accounts, updating accounts, electronic banking, ACH and wire transfers and is able to offer solutions that fit specific customer needs. Develops an understanding of internal bank policies, as well as a strong understanding of banking regulations. Acts as an escalation point for customer inquiries, and is able to use a combination of critical thinking and an understanding of existing policies to answer questions and problem-solve. Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits. Demonstrates leadership in bringing bank staff together to meet strategic goals. Other duties as assigned. What you will need Bachelor's degree in Accounting, Finance, Business Administration, or related field of study preferred. 2+ years Banking experience preferred. Understanding of banking regulations required, training provided. Experience with electronic banking desired. What we offer Health Insurance Dental Insurance Vision Insurance Paid Vacation, Sick, and Holiday time A competitive 6% 401k match And more! Candidate must pass a pre-employment screening including credit history and criminal record check. Our company provides equal employment opportunities (EEO) to all employees and applicants for employment and 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.
    $20-27 hourly 25d ago
  • Financial Services Representative

    Adams Bank and Trust 4.0company rating

    Investment banker job in Fort Collins, CO

    Job Description Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust! Financial Services Representative
    $29k-33k yearly est. 20d ago
  • Personal Banker (Colorado)

    First Fidelity Bank 4.8company rating

    Investment banker job in Greenwood Village, CO

    At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun! SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank. PRIMARY DUTIES/RESPONSIBILITIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Client Relations and Sales * Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services. * Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions. * Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first. * Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say "yes" to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business. * While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand. * Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs. * Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank. Teller Transactions As needed, opens new accounts and assists with Teller transactions: * Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks. * Assists clients with questions on accounts and researches to identify and resolve problems. * Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement. * Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions. * Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards. Other Duties * Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service. * Complies with all policies, procedures and regulatory banking requirements. * Demonstrates good work habits, attendance and follows policies and procedures. * Performs other relevant duties as assigned. * Regular and reliable attendance at work is an essential function of the job.
    $32k-36k yearly est. 2d ago
  • Spanish Speaking Financial Representative

    The Us Marketing Group

    Investment banker job in Denver, CO

    Stop Scrolling Life Licensed Agents! Take a look at this I am so excited that you are reading this We have been in business for over 20 years mentoring agents into becoming partners with us. Established offices all over Colorado. Yes, you have an office to work from, without the office expense. You service the clients who come to the office. (Who can honestly say that? WE CAN!) This is for you if you are either someone who wants to become a licensed agent, is a rookie agent or has been in the business for a long time but hasn't been able to scale. If you are already thinking "Yes, yes, yes! I want to learn more." Then I invite you to APPLY ... AND if you want to learn things like: How to have success in a lucrative business What it looks like to be supported every step of the way Build a business, within a business Are you in? Apply and book your interview now Si hablas espaƱol, tenemos una oportunidad muy grande para ti, atendiendo a la comunidad hispana en el Estado de Illinois.
    $26k-40k yearly est. 60d+ ago
  • Immediate Banking Opening

    Xtended Resources

    Investment banker job in Denver, CO

    We are seeking a Bank Operations Specialist to join our team! You will perform clerical and administrative functions in order to drive company success Duties: Responsible for processing all aspects related to incoming and outgoing cash funds such as wire transfers, ACHs, and checks. Works on functions such as processing incoming funds, processing outgoing wire / ACH/ and check files, handling exception items as required, as well as helping to actively identify, recommend, and implement ways to improve processes to ensure Gold Standard service Works on various projects at the request of the Cash Settlement Supervisor. Any Banking experience will work - We will train in ACH department! Qualifications: 3 years of financial experience Preferred working knowledge of trust accounting systems, IRAs, and alternative assets IRA/IRS rules and regulations knowledge and experience is preferred
    $25k-42k yearly est. 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Erin Levan-State Farm Agent

    Investment banker job in Fort Collins, CO

    Job DescriptionBenefits: 401(k) matching Competitive salary ROLE DESCRIPTION: As a financial services representative with , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office
    $26k-37k yearly est. 21d ago

Learn more about investment banker jobs

How much does an investment banker earn in Boulder, CO?

The average investment banker in Boulder, CO earns between $72,000 and $255,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Boulder, CO

$136,000
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