NewInvestment Strategist - PW Bok FinancialInvestment Strategist - PWDenver, COYou will manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans. You will manage investment portfolios to maximize investment returns commensurate with an acceptable level of risk; analyze portfolios, and asset allocation to ensure adherence to investment objectives and maximize investment returns within client and investment management group guidelines.
NewSenior Home Lending Advisor - Silverthorne CO JPMorganChaseSenior Home Lending Advisor - Silverthorne COSilverthorne, COJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Lead Investment Advisor RubinBrown LLPLead Investment AdvisorDenver, COPart timeRubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise.
Lead Investment Advisor RubinBrown Family Office Services GroupLead Investment AdvisorDenver, CORubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise.
Lead Investment Advisor RubinBrown CareerLead Investment AdvisorDenver, ColoradoRubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise.
Lead Investment Advisor RubinBrownLead Investment AdvisorDenver, CORubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise.
Investment Advisor, Wealth & Retirement (Remote) NFP CorpInvestment Advisor, Wealth & Retirement (Remote)Denver, CORemote$70,000–$110,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants.
Investment Advisor The PNC Financial Services Group IncInvestment AdvisorArvada, CO$57,750–$96,250 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewInvestment Advisors Analyst – Hybrid SS&CInvestment Advisors Analyst – HybridDenver, ColoradoExperience with Python, workflow automation, financial data platforms, or AI-enabled research tools is preferred, along with a strong desire to learn about passive and active ETFs, trading, and portfolio management. Conduct macroeconomic, market, sector, security-level, and ETF industry research to support passive and active investment strategies and help portfolio managers make data-driven decisions.
NewInvestment Advisors Analyst - Hybrid SS&C Technologies Holdings IncInvestment Advisors Analyst - HybridDenver, CO$67,500–$97,000 / yearExperience with Python, workflow automation, financial data platforms, or AI-enabled research tools is preferred, along with a strong desire to learn about passive and active ETFs, trading, and portfolio management. Conduct macroeconomic, market, sector, security-level, and ETF industry research to support passive and active investment strategies and help portfolio managers make data-driven decisions.
Financial Solutions Advisor - Consumer Investments - Ocean Market Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Ocean MarketLakewood, ColoradoKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Wealth Advisor, Investments Centura Wealth AdvisoryWealth Advisor, InvestmentsCentennial, COThe 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.
Senior Investment Consultant (Mountain Region) Thornburg Investment Management IncSenior Investment Consultant (Mountain Region)Denver, COThe SIC will be responsible for selling Thornburg's mutual funds, SMA products, ETFs, and Private offerings to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
Wealth Advisor Curi CapitalWealth AdvisorDenver, ColoradoAs a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Investment Consultant City National BankInvestment ConsultantCORemote$101,231–$172,355 / yearWorking knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
Alternative Investments Internal Consultant - RRB T. Rowe Price Group IncAlternative Investments Internal Consultant - RRBColorado Springs, CO$108,000–$184,000 / yearThe Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions for our diverse client base, which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform providers throughout the United States. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorDenver, COThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Compliance Manager, Broker-Dealer & Investment Adviser GustoCompliance Manager, Broker-Dealer & Investment AdviserDenver, CO$110,640–$136,456 / yearIt requires someone who can move fluidly between strategic oversight and hands-on execution, who understands what it means to carry a compliance program in a regulated financial services environment, and who can serve as a supervisory principal over compliance and AI, ensuring tools are deployed lawfully, outputs are validated, and the program evolves alongside regulatory expectations. Here's what we're looking for: 5+ compliance experience at a FINRA-registered broker-dealer and SEC-registered investment adviser, with deep working knowledge of FINRA Rules, the SEC Rules (including the Marketing Rule, Reg S-P and Reg S-ID), GLBA, and Bank Secrecy Act.
Advisor, CFP Moneta Group LLCAdvisor, CFPDenver, COCustomized Financial Reports and Presentations: Utilizing firm platforms including Orion and Money Guide Pro, generate detailed reports and presentations tailored to each client's technical requirements, providing clear explanations of complex financial concepts. Estate and Inheritance Planning: Work closely with the Estate Planning Team to provide guidance on estate planning, including the creation of wills, trusts, and other vehicles to protect and distribute assets according to the client's wishes.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Colorado Springs, CO Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Colorado Springs, COColorado Springs, ColoradoThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.