Laboratory Services Manager Intermountain HealthLaboratory Services ManagerLafayette, CO$50.97–$78.69 / hourThis position reports directly to the Lab Shared Services System Operations Director and has responsibility to the CSS Laboratory Operations Officer, Intermountain Laboratory Shared Services and Facility Administrator. See Intermountain Health Terms & Conditions at https://intermountainhealthcare.org/terms-of-use and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewFinancial Planner Larson Financial Group, LLCFinancial PlannerDenver, COOur team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing team in Denver, CO. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.
Tax Senior Manager, Private Client & Family Office Services bdo consultingTax Senior Manager, Private Client & Family Office ServicesDenver, CO$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Tax Experienced Manager, Private Client & Family Office Services bdo consultingTax Experienced Manager, Private Client & Family Office ServicesDenver, CO$125,000–$150,000 / yearPresents well in one-on-one and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately. In addition, the PCS-FOS Experienced Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesDenver, CO$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Manager, Private Client & Family Office Services bdo consultingTax Manager, Private Client & Family Office ServicesDenver, CO$90,000–$125,000 / yearClient Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function: Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger. Understands tax planning considerations/concepts for various business entities: Comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients – helping clients navigate business decisions and their potential financial and tax implications.
Tax Manager, Core Tax Services - Corporate/ASC 740 bdo consultingTax Manager, Core Tax Services - Corporate/ASC 740Denver, CO$112,000–$150,000 / yearThe Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Managing Director, Core Tax Services - Corporate/ASC 740 Focus bdo consultingTax Managing Director, Core Tax Services - Corporate/ASC 740 FocusDenver, CO$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Senior Manager, Core Tax Services - Corporate/ASC 740 bdo consultingTax Senior Manager, Core Tax Services - Corporate/ASC 740Denver, CO$146,000–$200,000 / yearThe Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
NewCustomer Service Associate Fidelity InvestmentsCustomer Service AssociateDenver, CORemote$47,500–$50,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewDirector of Physician Services II Hca HealthcareDirector of Physician Services IIDenver, COWith a focus on meeting the needs of our patients at all access points, Physician Services is dedicated to implementing innovative, physician-driven, value-added solutions to assist physicians in providing high-quality, patient-centered care, aligning with our mission to care for and enhance human life. Supporting HCA Healthcares 186 hospitals and 2,400+ sites of care, Physician Services plays a crucial role as the main entry point for patients looking for high-quality healthcare within the HCA Healthcare system.
NewCustomer Service Representative - Greenwood Village, CO Fidelity InvestmentsCustomer Service Representative - Greenwood Village, CODenver, CORemote$47,500–$50,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewHospice Manager of Clinical Services RN HealthONE Hospice & Family CareHospice Manager of Clinical Services RNGreenwood Village, CO$74,089.60–$114,691.20Reviews electronically submitted documentation and provides feedback to clinicians regarding deficiencies or corrections to ensure the medical records reflect compliance with meeting criteria for hospice diagnosis as outlined in the Medicare local medical review policies. Provides ongoing case management of all patients assuring an accurate evaluation and treatment plan, maintaining our quality model, and utilizing services appropriately to achieve optimal outcomes.
Lead Retail Customer Service Associate FedExLead Retail Customer Service AssociateCastle Rock, Colorado$19.15–$22.52 / hourFull timeThe Lead Consultant’s time will be spent taking customer orders; coordinating store activities; providing pricing information; recommending the appropriate FedEx Office products and services; producing complex orders; operating equipment that requires advanced operational knowledge and expertise; managing, monitoring and facilitating all production processes. POSITION SUMMARY: The Lead Consultant is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping, and consistently delivers a positive customer experience to all customers.
NewRetail Customer Service Associate FedExRetail Customer Service AssociateDenver, Colorado$20.75–$24.37 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewBilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)Centennial, COThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewCustomer Relationship Associate Fidelity InvestmentsCustomer Relationship AssociateDenver, CORemote$47,500–$50,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewCustomer Experience Associate Fidelity InvestmentsCustomer Experience AssociateCastle Rock, CORemote$47,500–$50,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewCustomer Relationship Advocate Career Development Experience- Greenwood Village, CO Fidelity InvestmentsCustomer Relationship Advocate Career Development Experience- Greenwood Village, COWestminster, CORemote$47,500–$50,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewCustomer Relationship Representative Fidelity InvestmentsCustomer Relationship RepresentativeDenver, CORemote$47,500–$50,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewInsurance Sales Agent - Boulder, CO ACS Auto Club Services, Inc.Insurance Sales Agent - Boulder, COBoulder, COBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands.
Financial Services Associate (Future Role) Northwestern Mutual - DenverFinancial Services Associate (Future Role)Denver, COFull timeAs one of our Integrated Financial Planning (IFP) team members, you will play a critical role within our organization in helping our financial representatives grow their financial services practice. Culture is at the heart of the client experience, and you will help encourage, celebrate, and support our organization by fostering an enriching environment focused on providing a great experience for both internal and external clients.
Financial Services Associate (Future Role) - Northwestern Mutual DenverFinancial Services Associate (Future Role) - Northwestern MutualDenver, ColoradoAs one of our Integrated Financial Planning (IFP) team members, you will play a critical role within our organization in helping our financial representatives grow their financial services practice. Culture is at the heart of the client experience, and you will help encourage, celebrate, and support our organization by fostering an enriching environment focused on providing a great experience for both internal and external clients.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateCO$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Associate Director - Native American Financial Services PM Huntington Bancshares IncAssociate Director - Native American Financial Services PMDenver, CORemote$77,000–$154,000 / yearThe Associate Director - Corporate Specialty and Govt Banking Portfolio Manager will manage all aspects of a Native American Financial Services (NAFS) credit portfolio of tribal clients, and/or support a specialty area in a Commercial lending relationship, i.e. Government or Non-profit Finance. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers.
Director - Native American Financial Services PM Huntington Bancshares IncDirector - Native American Financial Services PMDenver, CORemote$102,000–$208,000 / yearSummary: The Director -Native American Financial Services - Portfolio Manager will manage all aspects of a Native American Financial Services (NAFS) credit portfolio of tribal clients, and/or support a specialty area in a Commercial lending relationship, i.e. Government or Non-profit Finance. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers.
ASSOCIATE, CFO SERVICES Cresset Capital Management LLCASSOCIATE, CFO SERVICESDenver, COThis position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity.
Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director PricewaterhouseCoopers LLPManaged Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - DirectorDenver, CO$155,000–$410,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director, you will specialize in enhancing the efficiency and effectiveness of financial operations within organizations.
Insurance and Financial Services Position - State Farm Agent Team Member Baille Barbour - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberErie, COSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Insurance and Financial Services Position - State Farm Agent Team Member Becky Ledbetter - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberBroomfield, COSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Before becoming an agent, I gained invaluable experience working at the corporate office as an Agency Field Specialist, where I helped launch the company’s internal sales and escalation teams.
Financial Services Representative - State Farm Agent Team Member Stephanie Sponder - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberDenver, COROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Stephanie Sponder - State Farm Agent, you will successfully market the financial products that manage everyday risks. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Senior Auditor Financial Services (Insurance) Wipfli LLPSenior Auditor Financial Services (Insurance)Denver, CO$72,900–$109,300 / yearWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. The actual salary at the time of offer depends on business-related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Solutions Architect, Financial Services, Google Cloud Universal Ledger Google LLCSolutions Architect, Financial Services, Google Cloud Universal LedgerCOThe Google Cloud Universal Ledger (GCUL) GTM team leads the early-stage rollout of our blockchain built for financial services that is currently in private preview. From concept design and testing to data analysis and support, you will oversee the technical execution and business operations of Google"s online advertising platforms and/or product partnerships.
Associate Director - Native American Financial Services PM Huntington National BankAssociate Director - Native American Financial Services PMDenver, ColoradoRemoteThe Associate Director – Corporate Specialty and Govt Banking Portfolio Manager will manage all aspects of a Native American Financial Services (NAFS) credit portfolio of tribal clients, and/or support a specialty area in a Commercial lending relationship, i.e. Government or Non-profit Finance. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers.
NewFinancial Services Compliance Lead Gusto IncFinancial Services Compliance LeadDenver, CO$148,085–$182,638 / yearAt Gusto, Legal & Compliance operates as an AI native team, and you''ll help shape how AI enabled compliance workflows support smarter monitoring, stronger controls, faster regulatory change management, and more proactive risk identification, always with appropriate human in the loop controls for accuracy and accountability. Here's what you'll do day-to-day: Serve as a strategic compliance partner to Product, Engineering, and business stakeholders on financial services regulations across lending, embedded finance, deposit products, payments, and money movement, covering launches, partnerships, product changes, and marketing collateral.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerDenver, CO$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Insurance and Financial Services Position - State Farm Agent Team Member Jennifer Tinsley - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberParker, COAs a State Farm team member for Jennifer Tinsley - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including financial services, liability insurance, disability insurance and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesCO$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Director - Native American Financial Services PM Huntington National BankDirector - Native American Financial Services PMDenver, ColoradoRemoteThe Director –Native American Financial Services - Portfolio Manager will manage all aspects of a Native American Financial Services (NAFS) credit portfolio of tribal clients, and/or support a specialty area in a Commercial lending relationship, i.e. Government or Non-profit Finance. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerCO$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerDenver, CO$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Insurance and Financial Services Position - State Farm Agent Team Member Hunter Roach - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberLittleton, CORemoteHunter Roach State Farm is looking for a dynamic Insurance Producer who excels at turning leads into loyal customers and thrives in a fast-paced, rewarding environment. Using your deep knowledge of insurance products and market trends, you’ll build long-term relationships and help clients protect what matters most.
Insurance and Financial Services Position - State Farm Agent Team Member Scott BrownInsurance and Financial Services Position - State Farm Agent Team MemberCastle Rock, ColoradoEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Insurance and Financial Services Position - State Farm Agent Team Member Scott Brown - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberCastle Rock, COEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Senior Advisor, Financial Services | Forensic and Litigation Consulting FTI Consulting IncSenior Advisor, Financial Services | Forensic and Litigation ConsultingCOWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Financial Services Specialist - Payables WorldVentureFinancial Services Specialist - PayablesEnglewood, ColoradoThe purpose of the Financial Services Specialist – Payables role is to assist in keeping global workers on the field by making timely reimbursements to global workers and payments to vendors. Position Responsibilities: Receive all inbound phone calls from global workers and address inquiries with a relational and servant mindset Update vendor information (name, address, and other changes) in accounting software .
Financial Services Representative GavinHeathFinancial Services RepresentativeParker, COThis individual will be responsible for developing new client relationships, supporting investment planning activities, opening and servicing accounts, and helping clients identify financial and insurance solutions aligned to their goals. The ideal candidate will bring a blend of sales ability, customer relationship management, and financial services knowledge, along with the ability to operate in a fast-paced, client-facing environment.
Financial Services Specialist – Colorado All Financial FreedomFinancial Services Specialist – ColoradoDenver, CO$38,000–$70,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.