Westlake or Greenwood Village or Covington or Jacksonville or Salt Lake City or Durham or Merrimack or Smithfield
$48k-$50k/yrHybridFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Strong client relationship, consultative, communication, technology, and time-management skills; inbound/outbound customer engagement experience; ability to complete SIE, Series 7, and Series 66 upon hire.
Baird: Employee-owned financial services firm providing wealth and asset management.
5+ YOERequires 5+ years of industry experience, active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses, Microsoft Office proficiency, communication, analytical, math, compliance, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, LinkedIn, X
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Requires Series 7 and either Series 66 or Series 65/63; provides operational and administrative support to Financial Advisors and services clients in an office environment.
TransamericaNYSE: AEG: Provides insurance, retirement solutions, and investment products to customers.
High school required; willing to obtain SIE, Series 6, Series 63, Series 7 and life insurance licenses; organized, resourceful, and customer-focused with basic computer skills.
Salesforce, Microsoft Office, Outlook, Word, Excel
Denver or Thornton or Littleton or Wheat Ridge or Erie
$53k-$96k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree and 2+ years of relevant experience preferred. Requires FINRA Series 7 and 66, or Series 7 with Series 63 and 65, plus Life and Health Insurance licenses.
Health Savings Account, Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), Financial Industry Regulatory Authority (FINRA)
Baird: Global employee-owned firm providing wealth management and investment banking.
5+ YOE5+ years industry experience; active SIE, Series 7, and Series 66 or Series 63 and 65 required; strong communication, analytical and compliance knowledge; proficient with Microsoft Office and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
5+ YOE5+ years experience; registrations: SIE, Series 7, Series 63 OR 66, Series 9/10 or 4/24/53; ability to obtain Mass Registration & Trader Certification; bachelor's degree preferred.
RobinhoodNASDAQ: HOOD: Provides a commission-free platform for investing and financial services.
3+ YOE3+ years of customer experience in financial services; active Series 7 & 63, Series 3 within 90 days; Series 4 bonus; cross-functional collaboration; CRM tools; financial markets interest.
Bayesian Statistician (Data Scientist) - Aurora, CO
Aurora, Colorado, United States
$79k-$237k/yrOnsiteFull Time
ICR: Independent analytics provider.
2+ YOETop Secret/SCI eligible; Bayesian statistics and time series; MS in statistics or PhD; programming in Python/R/C++/MATLAB; experience with ML models and data extraction.
Corebridge FinancialNYSE: CRBG: Provides retirement solutions, life insurance, and investment management services.
2+ YOEHigh school diploma/GED; ideally 2+ years as a financial advisor; active FINRA Series 7, Series 63 and Series 65 or 66; active state variable life & health license; proven sales track record.
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
2+ YOEHigh school diploma/GED, ideally 2+ years as a financial advisor, proven sales track record, active Series 7 and Series 63 plus Series 65 or 66, and an active state variable life and health license.
Financial Planning Consultant - Greenwood Village, CO
Greenwood Village, Colorado, United States
$85k-$121k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOERequires Series 7, Series 63 and 65 or Series 66, insurance license within 90 days, and 5+ years of financial services experience. CFP preferred; strong communication, practice management, and digital planning skills required.
1–3 years experience preferred; strong analytical, communication, and project skills; strong Excel and general computer proficiency; FINRA Series 52 required within 90 days, SIE, Series 7 and Series 63 required within 6 months.
Lynker: Provides scientific and technical services for environmental and climate data.
2+ YOEMaster's in related field or Bachelor's plus 2 years model training experience; strong Python and PyTorch skills; experience with large gridded/time-series data, Git, and Linux; background in hydrology.
Python, PyTorch, NeuralHydrology, dHBV, Git, Linux, Next Generation Water Resource Modeling Framework
Ares ManagementNew York Stock Exchange: ARES: Global alternative investment manager specializing in credit and private equity.
Bachelor's degree, FINRA Series 7 and Series 63, prior financial services experience; knowledge of 1031/721 exchanges, strong communication, organizational skills, and ability to travel.
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
2+ YOEBachelor's degree, 2–4 years of client service or financial industry experience, strong communication and organization skills, and required SIE, Series 7, and Series 63 credentials.
MissionSquare Retirement: Manages retirement plans and investments for public sector employees.
3+ YOESeries 65 required, 3+ years financial services or related experience preferred, strong retirement/investment knowledge, sales and presentation skills, proficiency with Windows and Microsoft Office, excellent communication and time management.
Windows, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
FMI: Provides consulting and investment banking for the built environment.
Bachelor's degree, strong Excel, PowerPoint, and Word proficiency, analytical and communication skills, and willingness to obtain FINRA Series 79 and Series 63 licenses. Investment banking internship preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, DealCloud, Capital IQ (CapIQ), FactSet, PitchBook