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Corporate financial analyst Jobs in Longmont, CO

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Corporate financial analyst • longmont co

Last updated: 2 days ago
Financial Advisor

Financial Advisor

AlerusColorado, US
Full-time
We are looking for an established Financial Advisor to join our growing team.Candidate must possess all qualifications listed below to be considered. Open to candidates located in Phoenix, AZ or Den...Show moreLast updated: 30+ days ago
Financial Planning analyst

Financial Planning analyst

Indotronix International CorporationColorado
$60.00–$65.00 hourly
Remote
Financial Planning analyst Remote, Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, K...Show moreLast updated: 30+ days ago
Corporate Sales Manager

Corporate Sales Manager

American Express Global Business TravelUnited States, Colorado
$65,500.00–$124,000.00 yearly
Full-time
Amex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We’re here to help our colleagues achieve success a...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

Creative Financial StaffingLongmont, CO, US
$60,000.00–$80,000.00 yearly
About the Financial Analyst role : .Work with a group of highly motivated individuals.Growing organization, expansion into new product markets. Tight-knit and friendly, casual culture.Primarily work o...Show moreLast updated: 30+ days ago
Financial Services Representative

Financial Services Representative

Adams Bank and TrustFirestone, CO, USA
$15.00–$23.00 hourly
Quick Apply
We are searching for a positive, initiative driven, customer oriented individual to join our team.This position is a combination of teller and personal banking responsibilities which includes, but ...Show moreLast updated: 30+ days ago
Benefits Analyst

Benefits Analyst

ClearesultColorado
$62,700.00–$94,100.00 yearly
Remote
Full-time
At CLEAResult, we lead the transition to a sustainable, equitable, and carbon-neutral energy-efficient future for our communities and our planet. We do that by creating a people-first culture built ...Show moreLast updated: 11 days ago
The North Face : Financial Analyst (Americas)

The North Face : Financial Analyst (Americas)

VF CorporationColorado, US
$60,480.00–$75,600.00 yearly
Full-time
Now that you’ve found the job description, what’s next?.At The North Face we dare to lead the world forward through Exploration. We were born to Explore, Disrupt and to Lead.We were born to Love Wil...Show moreLast updated: 30+ days ago
Lead Financial Analyst

Lead Financial Analyst

Highmark HealthCO, Working at Home, Colorado
$124,800.00 yearly
Full-time
This job performs financial and business related research and analysis such as the preparation of forecasts and / or analysis of financial reports, records and trends. develops and maintains spreadsh...Show moreLast updated: 30+ days ago
Financial Analyst - Longmont, CO

Financial Analyst - Longmont, CO

D.R. HortonLongmont, CO
Financial Analyst - Longmont, CO-2501499.Show moreLast updated: 9 days ago
  • Promoted
Senior Corporate Paralegal

Senior Corporate Paralegal

Cooley LLPColorado, CO, United States
$104,000.00–$124,800.00 yearly
Senior corporate paralegals provide legal support with general corporate maintenance and complex transactions for both private and public company clients and have the technical skills and professio...Show moreLast updated: 19 days ago
  • Promoted
Director, Financial Planning & Analysis

Director, Financial Planning & Analysis

United States Olympic & Paralympic CommitteeColorado, United States
$115,000.00–$150,000.00 yearly
Are you mission-driven and passionate about helping others succeed? .Do you strive to lead, follow, and act with integrity? . Are you the one who honors your commitments? .Is building...Show moreLast updated: 8 days ago
Financial Advisor - Northern Colorado

Financial Advisor - Northern Colorado

ThriventCO,Longmont
Full-time
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You’ll enjoy the satisfaction of making a difference in the lives of the people you ser...Show moreLast updated: 30+ days ago
PROGRAM ANALYST

PROGRAM ANALYST

Defense Intelligence AgencyColorado
The incumbent serves as a Program Analyst and advisor to management regarding the planning, implementing, and coordinating a variety of analysis, and evaluation of assigned programs.As such, the in...Show moreLast updated: 30+ days ago
Sr Financial Analyst

Sr Financial Analyst

Stem US Operations Inc.Colorado Remote
$96,250.00–$134,850.00 yearly
Remote
Full-time
Stem’s leading AI-driven enterprise software platform, Athena®, enables organizations to deploy and unlock value from clean energy assets at scale. Powerful applications, including AlsoEnergy’s Powe...Show moreLast updated: 30+ days ago
Sr, Financial Analyst

Sr, Financial Analyst

Lockheed MartinColorado
$84,900.00–$147,085.00 yearly
Full-time
Space is a critical domain, connecting our technologies, our security and our humanity.While others view space as a destination, we see it as a realm of possibilities, where we can do more— we can ...Show moreLast updated: 2 days ago
  • Promoted
Director, Corporate Quality

Director, Corporate Quality

PTA PlasticsLongmont, CO, United States
Full-time
We are seeking a highly experienced and strategic Director of Corporate Quality in our Longmont, CO facility to lead and oversee our organization’s quality and regulatory compliance functions withi...Show moreLast updated: 23 days ago
Exclusive Financial Specialist

Exclusive Financial Specialist

Allstate BenefitsStatewide, CO, US
Would you like to own a meaningful financial services practice under the Allstate brand?.Scale your existing practice with proven support, flexibility and access to new customers.We’re looking for ...Show moreLast updated: 30+ days ago
Temporary Corporate Paralegal

Temporary Corporate Paralegal

Gibson Arnold & AssociatesColorado
$40.00–$60.00 hourly
We are looking for talented temporary.Corporate experience should include knowledge of contracts, transactional matters, mergers and acquisitions, and securities. Duties can include drafting agreeme...Show moreLast updated: 30+ days ago
Corporate Communications, Renewables

Corporate Communications, Renewables

The AES CorporationUS, Colorado
Full-time
Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE : AES), a. AES is committed to shaping a future through innovat...Show moreLast updated: 30+ days ago
  • Promoted
Collections Analyst

Collections Analyst

BrightSpring Health ServicesLongmont, CO, United States
$18.00 hourly
Full-time
PharMerica's Collections Policy and Procedures and the Consumer Credit Protection Act of 1977.Our finance and accounting departments focuses on the organization's financial management strategies an...Show moreLast updated: 4 days ago
Financial Advisor

Financial Advisor

AlerusColorado, US
30+ days ago
Job type
  • Full-time
Job description

We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. Open to candidates located in Phoenix, AZ or Denver, CO.

Position Summary :

Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals. Financial Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately.

Essential Responsibilities :

Job Function 1 : Client Consultation & Service - 50%

  • Effectively manage, analyze, and grow a portfolio of high net worth clients such as executives, professionals, entrepreneurs, and business owners to provide knowledgeable advanced advice and solutions to accomplish a high level of financial wellness.
  • Assist portfolio of clients in selection of financial solutions by serving as the primary point of contact.
  • Learn client’s financial objectives and provide comprehensive financial guidance & planning utilizing the complete Alerus product offering.
  • Perform regular proactive relationship reviews based on complexity and product or service level on assigned portfolio.
  • Evaluate a client’s financial needs and determine the appropriate service team to meet those needs including advisors, associates and product experts.
  • Update CRM software to capture client activity, schedule required follow-up actions, and effectively onboard clients.
  • Serve consumer clients’ financial needs holistically across all solutions, utilizing the Alerus playbook approach.

Job Function 2 : New Business & Client Development - 30%

  • Proactively solicit new business opportunities with existing clients through the relationship review process including opportunities identified by CRM software.
  • Place calls to prospective clients to discuss their financial needs and objectives by making outside sales calls, channel contacts, and through other forms of network building.
  • Actively represent Alerus in the marketplace by establishing a network of influencers, active involvement in community organizations Chamber, Rotary, etc.) and participation in networking organizations.
  • Utilize CRM software to track new opportunities and schedule prospecting follow-up communication.

    • Job Function 3 : Professional & Personal Development - 20%

  • Maintain an advanced level of knowledge encompassing the financial services industry, stay current on trends that impact Alerus’ relevancy in its competitive space.
  • Maintain an advanced understanding of complex financial planning concepts including loans, depository products, investments, protection planning, and liquidity planning.
  • Develop an understanding and knowledge of estate planning, charitable giving, trusts, and tax management.
  • Assume responsibility for career growth and development. Actively pursue continuing education, reading, and self-development to enhance skills.
  • Build solid working relationships with team members, acting as a resource for others including a commitment to professional development of personal financial guides, business advisors, and associates.

    • Position Requirements :

    Qualifications :

  • Bachelor’s degree in Business, Finance or related field or equivalent work experience required.
  • Minimum 5 years of financial services experience, working with high net worth clients.
  • Demonstrated ability to attract and retain high net worth clients.
  • Defined plan to achieve or completion of professional and / or financial services accreditation(s) CFP, CFA, CPA.
  • Maintain an active financial services license Insurance, Investment, and / or Brokerage.
  • Demonstrated expertise in assessing a client’s financial needs and making proactive recommendations.
  • Previous experience utilizing CRM software to track and manage sales opportunities.
  • Demonstrated record of proven sales ability and client service abilities.
  • Proven written and verbal communication skills.
  • Established interpersonal and negotiating skills.
  • Advanced math proficiency.

    • Personal Characteristics :

  • Self-motivated with demonstrated initiative, creativity and enthusiasm to develop sales strategy, prospects and client relationships.
  • Effective communication skills and willingness to work with a team.
  • Strong organizational and time management skills.
  • Ability to manage multiple phases of the sales process.
  • Passionate about serving clients to positive impact their financial wellness.
  • Proven problem-solver.
  • Ability to manage the stressful nature of the work and maintain professional composure, attitude, and behavior at all events.

    • Physical Demands - Must be met with or without a reasonable accommodation :

  • Extended periods of time at a desk and using office equipment.
  • Ability to operate a personal computer / laptop for approximately 8 hours per day.
  • Extended time is spent reviewing physical and electronic documents.
  • The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
  • Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
  • Will spend most of time in an indoor environment.
  • Ability to travel as needed to other markets and locations.

    • Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.