div>The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed.
The Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or their practices to various Raymond James Financial divisions. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Denver, Colorado30+ days ago In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. Parker, Colorado30+ days ago In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools. li>Drive Value Realization & Expansion: On the biggest of accounts, partner with Customer Success and Account teams to define realized value post-sale, quantify outcomes, and translate those results into expansion, renewal, and cross-sell motions. Scale Methodologies: Leverage AI-first thinking - identify and implement initiatives to improve our business value deliverables, contributing to methodologies and tools that scale business value quantification beyond just high-touch engagements. Centennial, CO14 days ago p>Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. p>Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. li>Educational expectations can be replaced with approximately two years of related experience and/or training in a client support or internal sales role and two years of experience in the mutual fund/financial services industry and/or training; or an equivalent combination of education, experience and training. - Initiate outbound sales telephone calls to clients and prospective clients to position, promote and sell Janus Henderson products and to communicate company updates, applying knowledge of company products in an effort to develop business (45%).
p>The purpose of this position is to: This position exists to be the Staff Authority to the Division of Child Support Services in a variety of assigned programmatic areas, which may include: Intake, Current and Enforcing, Review and Adjustment, Post Order Change of Physical Care, Enforcement, Income Withholding, Bankruptcy, Locate, Financial, Case Closure, Administrative Reviews, and/or Emancipation. This position has three main areas of responsibility: Serving as the key staff lead in developing, implementing, and maintaining Division policy, procedure, and regulation; Providing technical expertise and direction to Division and county Child Support Services staff on activities related assigned subject matter areas; and.
Greenwood Village, CO17 days ago li>Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. - Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Centennial, CO30+ days ago p>The Wealth Advisor, Investments serves as the investment lead within the Diamond Team, responsible for driving Assets Under Management (AUM) growth, portfolio strategy, and ongoing investment management for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Analyze current and prospective client portfolios to identify gaps, risks, and opportunities; develop customized, tax-aware investment strategies aligned with client goals, liquidity needs, and risk tolerance. Littleton, CO30+ days ago p>The legal practice at the Consolidated Legal Center (CLC) Florence, Colorado, covers a wide variety of issues focusing on correctional law and litigation, either through administrative or litigation channels and includes but is not limited to such matters as inmates reasonable access to the courts (through access to legal materials, legal correspondence, and attorney-client visits), conditions of confinement, medical care, diet and religious accommodations, housing assignments, hygiene and sanitation, discipline, civil commitment, and other mental health matters. Special Conditions of Employment Section: Congress generally prohibits agencies from employing non-citizens within the United States, except for a few narrow exceptions as set forth in the annual Appropriations Act (see, https://www.usajobs.gov/Help/working-in-government/non-citizens/). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services. Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services. Back to search results Financial Solutions Advisor Registration Candidate - Aurora Plaza Financial Center - Spanish Preferred Aurora, Colorado; Aurora, Colorado; Aurora, Colorado Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services. p>At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Educational/Previous Experience Requirements: - Bachelor's degree (B.A.) from four-year college or university, and a minimum of three (3) years' experience in a financial services firm / supervision.
Englewood, CO30+ days ago ul>5+ years of securities law experience, including significant work with private securities offerings, venture capital financing, startup counseling, Regulation D, A, and S, and private fund formation. This role is designed for an experienced attorney with expertise in private securities offerings, private fund formation, and advising registered investment advisers (RIAs) and their principals. Englewood, CO30+ days ago As one of the nations largest nonprofit Catholic healthcare organizations, CommonSpirit Health delivers more than 20 million patient encounters annually through more than 2,300 clinics, care sites and 137 hospital-based locations, in addition to its home-based services and virtual care offerings. CommonSpirit has more than 157,000 employees, 45,000 nurses and 25,000 physicians and advanced practice providers across 24 states and contributes more than $4.2 billion annually in charity care, community benefits and unreimbursed government programs. Boulder, Colorado4 days ago Denver, Colorado16 days ago Qualifications: - Preferred 4+ years experience in Sales, Retail, Hospitality or similar fields highly preferred (top tier, premium brands, direct to consumer models, commission-based environments and/or automotive experience a plus). Responsibilities:
- Consistently achieve or exceed monthly and quarterly sales targets and other key performance indicators such as demo drive volume, pipeline management, sales conversion, take rate on trade-ins and financial solutions, customer satisfaction and NPS..
Lone Tree, Colorado11 days ago Pay Disclosure: The salary range for this role is $38,300 to $47,900 for Colorado based applicants. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian’s service providers, including providers of background checks, staffing services, and cloud services. . Denver, Colorado30 days ago p>Financial Advisor with an investment/trust/estate planning focus is responsible for providing exemplary member service and has demonstrated ongoing proficiency in delivering solutions to members in areas such as life insurance, investments, trust services, estate planning and retirement planning, through branch, telephone, and/or digital delivery channels. They must be knowledgeable of operational procedures in their platform areas, have shown continual growth in their ability to deliver FAS solutions, and have begun to act in an advisory capacity, more proactively helping members to manage their investments and other financial products to fit their overall plan. li>You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry. This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. Castle Rock, CO30+ days ago Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. |