Financial Solutions Advisor
4 days ago
Join Bank of America's team of financial experts as a Merrill Financial Solutions Advisor. In this role, you will work with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.
Key Responsibilities:- Provide tailored advice to clients through reviews and presentations, assessing their financial goals and recommending investment strategies.
- Communicate solutions to clients that are best suited for their financial needs, such as core banking and investment solutions.
- Partner with financial advisor teams to build their network and promote portfolio growth.
- Develop and grow a book of business to meet and exceed pre-defined financial targets.
- A strong referral network from across the business to increase opportunities for affluent and high-net worth client acquisition.
- Marketing strategies to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
- Potential opportunities for professional growth and leadership roles.
At Bank of America, we are committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. We believe diversity makes us stronger and are dedicated to advancing our tools, technology, and ways of working to meet the evolving needs of our clients.
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Service Advisor
1 week ago
Englewood, Colorado, United States Advisor Employee Services Full timeService Advisor Job DescriptionWe are seeking a highly skilled and detail-oriented Service Advisor to join our team at Advisor Employee Services. As a Service Advisor, you will play a critical role in assisting our financial advisors with various tasks, ensuring the office runs efficiently and effectively.Key Responsibilities:Manage a personal client base as...
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Financial Planning Advisor
4 days ago
Englewood, Colorado, United States Charles Schwab Full timeUnlock Your Potential in Financial Planning and AdviceAre you passionate about helping individuals achieve their financial goals? Do you have a drive to succeed in a dynamic industry? The Schwab Advice Academy is a 12-month rotational program designed to prepare you for a role in financial planning and advice within the Wealth and Advice Solutions...
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Senior Financial Professional
2 days ago
Englewood, Colorado, United States Creative Financial Staffing Full time**Senior Financial Professional**Creative Financial Staffing is seeking a highly skilled Senior Financial Professional to join their dynamic team. This role offers an exciting opportunity for growth and collaboration with senior leadership.**Key Responsibilities:**Ensure accurate financial transactions through reconciliations and journal entries.Oversee...
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Tax Advisor
4 weeks ago
Englewood, Colorado, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax advice and guidance to our clients, ensuring they are in compliance with all tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to...
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Senior Financial Analyst
3 weeks ago
Englewood, Colorado, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionCreative Financial Staffing is seeking a highly skilled Senior Accountant to join our dynamic team. As a Senior Accountant, you will play a crucial role in ensuring the accuracy and compliance of our financial transactions.Key Responsibilities:Financial Reconciliation: Ensure accounts are balanced through reconciliations and...
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Product Advisor
4 weeks ago
Englewood, Colorado, United States Vizient Full timeAbout the RoleVizient is seeking a highly skilled and experienced professional to join our team as a Product Advisor. In this role, you will play a critical part in driving engagement and maximizing value from our analytic solutions.Key ResponsibilitiesProvide support for product delivery initiatives, ensuring seamless implementation and adoption of our...
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Financial Operations Specialist
3 weeks ago
Englewood, Colorado, United States Oxford Solutions, Inc. Full timeJob Title: AccountantOxford Solutions, Inc. is seeking an experienced and highly skilled Accountant to support financial operations on a short-term contract basis.The successful candidate will play a pivotal role in ensuring accuracy in financial reporting and supporting financial operations.Key Responsibilities:Support financial operations and ensure...
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Financial Client Associate
3 weeks ago
Englewood, Colorado, United States Benjamin F Edwards & Co Full timeJob Title: Financial Client AssociateWe are seeking a highly skilled and detail-oriented Financial Client Associate to join our team at Benjamin F. Edwards & Co. As a key member of our client service team, you will play a critical role in providing exceptional support to our financial advisors and clients.Key Responsibilities:Provide primary point of contact...
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Enterprise Solutions Architect
4 days ago
Englewood, Colorado, United States INSPYR Solutions Full timeJob Description:INSPYR Solutions is seeking a seasoned Enterprise Solutions Architect & Risk Consultant to spearhead the design and implementation of robust technical architecture while assessing and mitigating business risks.This role requires a strategic thinker with strong technical expertise capable of evaluating business processes, identifying risks,...
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Insurance Advisor
3 weeks ago
Englewood, Colorado, United States Comma Insurance Full timeJob Title: Insurance AdvisorComma Insurance is seeking a highly motivated and customer-focused Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing exceptional service to our clients, helping them navigate the complexities of insurance, and delivering tailored solutions to meet their unique needs.Key...
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Insurance Advisor
3 weeks ago
Englewood, Colorado, United States Comma Insurance Full timeJob DescriptionComma Insurance is seeking a highly motivated and customer-focused Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing exceptional service to our clients, helping them navigate the complexities of insurance and ensuring they have the right coverage to protect their assets.Key...
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Corporate Counsel
2 days ago
Englewood, Colorado, United States City Light & Power, Inc. Full timeCorporate Counsel - Strategic AdvisorCity Light & Power, Inc. is seeking an experienced Corporate Counsel to serve as a Strategic Advisor, ensuring legal conformity and protecting the interests of the company and its affiliates by managing risk, liability, and financial exposure.Key Responsibilities:Draft, review, and negotiate contracts, agreements, and...
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Financial Planning and Analysis Professional
3 weeks ago
Englewood, Colorado, United States Dutch's Masonry Construction Full timeAbout UsDutch's Masonry Construction is a leading provider of exterior cladding solutions in Denver. With a strong commitment to craftsmanship and integrity, we have completed over 250 projects with an annual volume of $20M. Our company culture is built on strong relationships with employees, clients, and suppliers, and we foster a supportive and enjoyable...
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Middle Market Relationship Banking Advisor
3 days ago
Englewood, Colorado, United States Umpqua Bank Full timeAbout UsUmpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to grow to over $50B in assets under management, while maintaining our commitment to our associates, customers,...
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Financial Representative Trainee
3 weeks ago
Englewood, Colorado, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a comprehensive...
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Financial Representative Trainee
3 weeks ago
Englewood, Colorado, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a comprehensive...
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Financial Services Trainee
2 weeks ago
Englewood, Colorado, United States Mutual of Omaha Full timeFinancial Representative TraineeAs a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured...
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Financial Services Trainee
2 days ago
Englewood, Colorado, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Opportunity OverviewAre you driven to succeed in the financial services industry? We're seeking a motivated individual to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a...
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Financial Representative
2 days ago
Englewood, Colorado, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial RepresentativeAre you driven, self-motivated, and eager to launch your career in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a dynamic trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...
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Financial Representative Trainee
20 hours ago
Englewood, Colorado, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? Mutual of Omaha is seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel as a Financial Representative. Through a...