Financial Services Associate

5 days ago

Denver, Colorado, United States Oppenheimer & Co. Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our Private Client Group at our Cherry Creek branch office. As a key member of our team, you will support our sales, marketing, and day-to-day operations in a fast-paced environment.

Key Responsibilities
  • Produce high-quality analytical reports using various software programs
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages, and schedule appointments
  • Assist clients with various needs, including learning and adapting to service requirements
  • Develop knowledge of forms and account procedures to assist clients
  • Demonstrate initiative and desire to increase knowledge of rules, regulations, and concepts
  • Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations
  • Manage databases of contacts and associates
  • Oversee marketing efforts
  • Participate in special projects as assigned
  • Interact with other support members, Financial Advisors, and Management
Qualifications
  • Experience in Finance, Broker-Dealer, or Investment background is preferred
  • Bachelor's Degree in Business, Economics, Finance, Accounting, or willingness to become licensed will be considered
  • Must be a team player with a proactive, positive, problem-solving disposition
  • High proficiency with MS Office products, including Word, Excel, and Outlook
  • Ability to maintain confidentiality
  • Excellent communication skills: verbal, written, and interpersonal
  • Strong accuracy and thoroughness in all facets of daily work
  • Able to interface and articulate well with employees, vendors, and clients in a highly professional, timely, and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment
Compensation

A reasonable estimate of the current base salary range for this role is $45,000 to $55,000.00. Certain positions are eligible for additional forms of compensation, such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees, including Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.

  • Financial Operations Associate

    2 weeks ago

    Denver, Colorado, United States Forum Financial Full time

    Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with more than $7 billion in assets under management. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. We are seeking a highly skilled Client Service Associate to join our expanding...

  • Associate Financial Consultant

    3 weeks ago

    Denver, Colorado, United States Kestra Financial Independent Advisor Full time

    Job OverviewKestra Financial Independent Advisor is seeking a highly motivated and detail-oriented Associate Financial Consultant to join our team of experienced financial advisors. As an Associate Financial Consultant, you will play a key role in helping our clients achieve their financial objectives and providing them with peace of mind.Key...

  • Financial Services Representative

    2 weeks ago

    Denver, Colorado, United States UMB Financial Corporation Full time

    About the RoleAs a Personal Banker at UMB, you will play a key role in building strong relationships with customers and providing personalized financial solutions to meet their needs. You will be responsible for identifying opportunities to sell and recommend products and services, and for delivering exceptional customer service to drive business growth and...

  • Financial Services Professional

    2 weeks ago

    Denver, Colorado, United States IMA Financial Group Full time

    About IMA Financial GroupIMA Financial Group is a dynamic and entrepreneurial company that offers a unique ownership business model, allowing associates to develop lasting relationships, earn competitive benefits, and claim part ownership.Why Work at IMA?We prioritize our associates' growth and well-being, providing support systems and resources to enable...

  • Financial Services Professional

    3 days ago

    Denver, Colorado, United States IMA Financial Group Full time

    About IMA Financial GroupIMA Financial Group is a dynamic and entrepreneurial company that offers a unique ownership business model, allowing associates to develop lasting relationships, earn competitive benefits, and claim part ownership.Our CultureWe work in teams, sell in teams, and win and prosper as a team. Our support systems and resources enable each...

  • Financial Services Representative

    3 weeks ago

    Denver, Colorado, United States UMB Financial Corporation Full time

    About the Role:As a Personal Banker at UMB Financial Corporation, you will play a critical role in building and maintaining strong relationships with our customers. You will be responsible for identifying customer needs and providing personalized financial solutions to help them achieve their financial goals.Key Responsibilities:Ask personalized questions to...

  • Financial Services Assistant

    2 weeks ago

    Denver, Colorado, United States Trilogy Financial Full time

    Job SummaryTrilogy Financial is seeking a highly motivated and detail-oriented Financial Services Assistant to join our team. As a Financial Services Assistant, you will play a critical role in supporting our financial advisors and clients. This is an excellent opportunity for individuals who are passionate about finance and want to start their career in a...

  • Financial Services Professional

    7 days ago

    Denver, Colorado, United States IMA Financial Group Full time

    About IMA Financial GroupIMA Financial Group is a dynamic and entrepreneurial company that offers a unique ownership business model, allowing associates to develop lasting relationships, earn competitive benefits, and claim part ownership.Why Work at IMA?We prioritize our associates' growth and well-being, providing support systems and resources to enable...

  • Financial Services Professional

    3 weeks ago

    Denver, Colorado, United States IMA Financial Group Full time

    About IMA Financial GroupIMA Financial Group is a dynamic and entrepreneurial company that values its associates and provides a unique ownership business model.Why Work at IMA?Teamwork and Collaboration: We work in teams, sell in teams, and win and prosper as a team.Support and Resources: We provide support systems and resources that enable each of our...

  • Financial Services Professional

    2 weeks ago

    Denver, Colorado, United States Corebridge Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Corebridge Financial, we're passionate about helping Americans plan for and enjoy a secure retirement. As a Financial Advisor, you'll play a critical role in providing personalized retirement and financial planning experiences for our customers and their families.Your Key Responsibilities:Meet with existing and...

  • Financial Services Associate

    5 days ago

    Denver, Colorado, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Client Service Associate

    2 weeks ago

    Denver, Colorado, United States Cerity Partners Full time

    About the RoleCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in supporting our endowment and foundation clients, as well as senior members of our Client Service team.Key ResponsibilitiesClient Support: Provide exceptional support to clients, responding to...

  • Financial Services Assistant

    2 weeks ago

    Denver, Colorado, United States Trilogy Financial Full time

    Job SummaryTrilogy Financial is seeking a motivated and ambitious individual to join our team as a Wealth Management Assistant. This entry-level position offers a rewarding career path towards becoming a licensed advisor.Key ResponsibilitiesStudy and obtain necessary licenses within a specified timeframeUtilize training materials and adhere to the...

  • Service Associate

    3 weeks ago

    Denver, Colorado, United States Truist Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Service Associate to join our team at Truist Financial. As a Service Associate, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesSet up new client accounts and complete customer data entry according to procedures.Process...

  • Senior Financial Analyst

    3 weeks ago

    Denver, Colorado, United States Creative Financial Staffing Full time

    Job Description**Senior Financial Analyst - Financial Insights**We are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing. As a Senior Financial Analyst, you will play a critical role in providing financial insights and strategic planning to support business growth and stability.Key ResponsibilitiesPerform...

  • Senior Registered Client Service Associate

    1 week ago

    Denver, Colorado, United States Raymond James Financial Incorporated Full time

    Job SummaryRaymond James Financial Incorporated is seeking a highly motivated and detail-oriented Registered Client Service Associate to join our team. This role provides critical administrative support to Financial Advisors, clients, and branch staff members. The ideal candidate will possess excellent communication skills, be able to manage multiple tasks,...

  • Associate, Financial Advisory Services

    3 weeks ago

    Denver, Colorado, United States Intrinsic LLC Full time

    About Intrinsic LLCWe are a leading provider of transaction advisory services, valuation advice, and accounting and finance support to private equity firms, their portfolio companies, and the office of the CFO. Our team of experts is dedicated to delivering exceptional service and building strong relationships with our clients.About the PositionWe are...

  • Financial Professional

    19 hours ago

    Denver, Colorado, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Advisors, we're dedicated to empowering individuals to achieve their financial goals and transform their lives. We're seeking a highly motivated and analytical individual to join our team in Colorado.Build lasting relationships with clients, fostering trust and understandingDevelop comprehensive...

  • Financial Services Representative

    2 days ago

    Denver, Colorado, United States Global Financial Impact - Lorraine Emperador Full time

    Unlock Your Earning PotentialAs a Financial Professional with Global Financial Impact - Lorraine Emperador, you'll have the opportunity to develop a fulfilling career with unlimited earning potential. Our company is seeking highly motivated and competent individuals to join our team as Financial Professionals.About the RoleWe offer a 100% remote work...

  • Bilingual Spanish Banking Associate

    4 weeks ago

    Denver, Colorado, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryAt PNC Financial Services Group, we recognize that our employees are our most valuable asset and key to our success in the financial sector. We are committed to creating an inclusive environment where every team member feels appreciated and empowered to contribute to our mission. As a Full-Time Banking Associate within our Retail...