Boulder Banking & Financial Services Job Listings

Associate Advisor - Catalyst Retirement Advisors63499792417153120

Workable

Associate Advisor - Catalyst Retirement Advisors

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans. Responsibilities Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met. Actively participate in the development and implementation of financial plans. Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals. Research and analyze investment opportunities, provide market insights to advisors and clients. Build and maintain strong relationships with clients and act as a point of contact. Monitor and review client accounts, ensure that they are aligned with their financial objectives. Stay up-to-date on industry trends and best practices and share this knowledge with the team. Requirements Bachelor’s degree in finance, business, or a related field. Desire to earn CFP designation in 2-3 years A minimum of 2 years of experience in the financial services industry. Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire. Strong knowledge of financial products, markets, and procedures. Excellent communication and interpersonal skills. Detail-oriented and able to multi-task in a fast-paced environment. A passion for helping clients achieve their financial goals. Benefits Compensation will be based on experience and qualifications Quarterly bonus Revenue share Retirement plan with company match Unlimited vacation Health insurance offered Disability coverage Educational allowance for pursuing CFP designation

Denver, CO, USA

Accounting & Finance Intern63392040571521121

Workable

Accounting & Finance Intern

Job Opportunity at the National Western Center Accounting & Finance Intern Job Type: Internship Position Type: Part Time - Non-Exempt Location: Denver, CO The National Western Center (NWC) is a reimagined 250-acre campus in Denver, Colorado with a vision to be the global destination for food and agricultural discovery. It is the new home of the National Western Stock Show and Colorado State University’s Spur campus. But the future National Western Center isn’t just new buildings. It’s a destination unto itself. It’s a mission-oriented place that will be lively and active all year round — with new events and experiences around every corner. The opportunity: NWC is in search of an Accounting & Finance Intern that can assist with processing accounts payable and accounts receivable for the organization under the supervision of an actively licensed CPA. This internship is expected to last a year with the opportunity to convert to full time upon graduation. You’ll join a small, nimble, collaborative, creative, and entrepreneurial team as we accelerate growth of a new events hub and innovation campus in Denver, Colorado. Help us make the reimagined National Western Center campus among the most desirable event spaces in the Denver market! What you will do: Accounting & Finance Intern · Create new vendors and customers in QuickBooks. · Process accounts payable vouchers for payment to vendors. · Process accounts receivable invoices for clients. · Cash applications for client invoices and other sources. · Resolve vendor and client discrepancies. · Facilitate payment runs for vendor invoices. · Collection of past due invoices from clients. · Other duties as assigned. What you will bring along: · Knowledge and understanding of generally accepted accounting principles. · Excellent communication and time management skills; attention to detail. · High EQ and interpersonal skills. · Prior experience with QuickBooks strongly preferred. This job may be a great fit if: · You embrace the startup nature of the organization, and no job is below you. · You are detail and results oriented. · You act with respect, competency, and integrity. · You work well as part of a team. · You have great time management and prioritization skills. · You have a track record of being dependable. · You are excited about the opportunity to grow with the organization. Work location and hours: This position can be performed through a mix of on-site and remote work in Denver, Colorado. Compensation range: The starting salary range is: $20 to $23 per hour working 15 to 20 hours per week. What we can offer you: We offer flexible work hours to our employees and development opportunities. Get to know us: National Western Center is a reimagined 250-acre campus with new indoor and outdoor event venues, and more on the way! The brand-new Stockyards Event Center is a multipurpose space with two arenas, ample parking and views of the Rocky Mountains and the Denver skyline. An outdoor plaza connects it to 20 acres of hardscaped yards for outdoor concerts, festivals, large equipment trade shows, sporting events, drive-in movies and more. The center is just two miles from downtown Denver and adjacent to the RiNo Art District, with easy access from Denver International Airport via I-70. Home to CSU Spur and the National Western Stock Show, the National Western Center is an emerging urban hub for food and agriculture discovery. In 2018, the campus partners created the National Western Center Authority, a nonprofit organization responsible for operating, maintaining, programming, and promoting the National Western Center. The Authority is the primary entity responsible for ensuring the National Western Center achieves its mission. It is also responsible for developing a community investment fund benefiting the residents of the Globeville, Elyria and Swansea neighborhoods in which the campus is located. The Authority’s work is well underway in preparation for buildings being completed and the larger campus opening to the public. The Authority is guided by a 13-member board of directors. The Authority is doing business as (DBA) the National Western Center. Our mission is to convene the world at the National Western Center to lead, inspire, create, educate, and entertain in pursuit of global food solutions. Join us! We are dedicated to building a diverse community, one where employees feel a sense of belonging, and are valued for their contributions and the perspectives they bring. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. How to apply: Please submit your resume and cover letter online at: https://nationalwesterncenter.com/careers/ The application window is 45 days, but applicants are encouraged to apply as soon as possible after the posting date in order to ensure optimal consideration. The posting will be removed if the job is filled before the application window deadline.

Denver, CO, USA

$20-23

Commercial Portfolio Manager - To 100K - Boulder, CO - Job 343663392065959809122

Workable

Commercial Portfolio Manager - To 100K - Boulder, CO - Job 3436

Commercial Portfolio Manager – To $100K – Boulder, CO – Job # 3436 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Boulder, CO area. This selected candidate will be responsible for independently managing a Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $100K and a full benefits package. (This is not a remote position.) Commercial Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriate, and timely risk rated in accordance with the Bank’s loan policy. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrate a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Boulder, CO, USA

$0-100,000