Registered Client Service Associate StifelRegistered Client Service AssociateGreenwood Village, ColoradoFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Client Service Associate - Non-Registered StifelClient Service Associate - Non-RegisteredGreenwood Village, ColoradoFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
HVAC/Plumbing Account Executive ModigentHVAC/Plumbing Account ExecutiveBroomfield, ColoradoThird-Party Recruitment Policy Modigent and its wholly-owned operating companies will not pay any fees for candidate introductions, resumes, or placements from recruiters, employment agencies, or staffing firms without a prior, signed recruitment agreement specifically authorizing submission for a designated position. Identify opportunities, present tailored solutions, and close deals on service contracts, retrofits, and new installations—working with decision-makers to deliver sustainable, efficient building performance.
Territory Channel Account Manager - NW Rockies Region ThreatDownTerritory Channel Account Manager - NW Rockies RegionDenver, ColoradoThis quota-carrying individual contributor will play a critical role in delivering new Annual Recurring Revenue (ARR) by recruiting, developing, and managing high-performing channel partners. Such employment practices include, but are not limited to, the following: hiring, upgrading, demotion, transfer, recruitment or recruitment advertising, selection, layoff, disciplinary action, termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship.
Sales Representative & Trainer R.I.S.E. FinancialSales Representative & TrainerWestminster, Colorado$80,000–$110,000 / yearIf you're driven by success, eager to make an impact, and excited to help others succeed, we encourage you to apply today and become a part of our thriving team! to find out more about us please check us out at https://rise-financial-group.com/homepage . Coaching & Mentorship: Provide one-on-one coaching to new hires and junior sales staff, helping them develop their skills and achieve success in sales.