Top 277 Investment Jobs in Castle Rock, Co

Senior Associate, Capital Markets - CO
Phoenix Energy One, LLC —Denver, CO
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Accounting
- US work authorization
- Profit sharing
- Health savings account
Quick Apply
Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred
Stronghaven —Greenwood Village, CO
- $67,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Credit Administration Officer
Native American Bank N.A. —Denver, CO
- $104,500 - $130,600 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Disability insurance
Quick Apply
1d
Financial Advisor - Denver Metro Area
Thrivent —Greenwood Village, CO
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Real Estate Agent: Listing Leads
The Baird Group —Denver, CO
- $65,926 - $129,616 a year
- Choose your own hours
- Sales
- Customer service
- No background check
- Flexible schedule
Quick Apply
Financial Advisor/Wealth Manager - Denver
Florida Financial Advisors —Greenwood Village, CO
- From $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- Dental insurance
Quick Apply
Real Estate Sales Agent (Investment Properties)
New Western —Denver, CO
- From $93,000 a year
- Full-time
- Hybrid work
- Customer service
- Office
- Real Estate License
Quick Apply
Rotational Analyst - Multifamily Real Estate (Apartments)
Monarch Investment and Management Group —Franktown, CO
- $62,000 - $67,000 a year
- Full-time
- Pass drug screening
- Office
- Finance
- Paid training
- Paid holidays
Quick Apply
11d
Director of Financial Planning and Analysis
Confidential —Denver, CO
- $140,000 - $160,000 a year
- Full-time
- Microsoft Excel
- Finance
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Advisor (Career Changers Encouraged To Apply)
Northwestern Mutual —Parker, CO
- $70,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sales (Financial service representative)
Llamas Brokerage —Denver, CO
- Part-time
- Background check
- Sales
- No experience needed
- Opportunities for advancement
- Flexible schedule
Quick Apply
Financial Advisor (Career Changers Encouraged To Apply)
Northwestern Mutual —Lone Tree, CO
- $70,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Enterprise Architect Sr (Business Solutions Architect)
PNC Financial Services Group —Denver, CO
- $112,000 - $249,600 a year
- Full-time
- Office
- Master's degree
- 8 years
- Wellness program
- Health savings account
Part Time Maintenance Technician Manufactured Housing Community
Investment Property Group —Castle Rock, CO
- $22,880 - $27,040 a year
- Part-time
- Apartments
- Power tools
- 1 year
- Paid time off
- Employee assistance program
Quick Apply
4d
Financial Advisor (Career Changers Encouraged To Apply)
Northwestern Mutual —Littleton, CO
- $70,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor (Recent Grads Encouraged To Apply)
Northwestern Mutual —Englewood, CO
- $70,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Office
- Health insurance
- Dental insurance
Quick Apply
Dealer Account Representative
Canvas Credit Union —Lone Tree, CO
- $75,000 - $87,000 a year
- Weekends as needed
- Hybrid work
- Microsoft Outlook
- Dealership
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Credit Analyst II
Native American Bank N.A. —Denver, CO
- $68,700 - $85,900 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Disability insurance
Quick Apply
1d
Advice Consultant - Workplace Branch
Charles Schwab —Lone Tree, CO
- $74,300 - $125,400 a year
- Mid-level
- Office
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
1d
Bakery Management - Shift Lead - Centennial, CO
WINPIN 85 INVESTMENTS LLC —Centennial, CO
- $21.00 - $21.50 an hour
- Overtime
- Mid-level
- Ability to lift 50 pounds
- Bakery
- Referral program
Quick Apply

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investment jobs near castle rock, co

Senior Associate, Capital Markets - CO

Phoenix Energy One, LLC
Denver, CO

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
In-person customer service
Series 7
Securities Industry Essentials
Accounting
Accounting and finance experience
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) and SIE? (Preferred)

Ability to Commute:

Denver, CO 80237 (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment jobs in castle rock, co

Senior Associate, Capital Markets - CO

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Credit Administration Officer

Financial Advisor - Denver Metro Area

Real Estate Agent: Listing Leads

Financial Advisor/Wealth Manager - Denver

Real Estate Sales Agent (Investment Properties)

Rotational Analyst - Multifamily Real Estate (Apartments)

Director of Financial Planning and Analysis

Financial Advisor (Career Changers Encouraged To Apply)

Sales (Financial service representative)

Financial Advisor (Career Changers Encouraged To Apply)

Enterprise Architect Sr (Business Solutions Architect)

Part Time Maintenance Technician Manufactured Housing Community

Financial Advisor (Career Changers Encouraged To Apply)

Financial Advisor (Recent Grads Encouraged To Apply)

Dealer Account Representative

Credit Analyst II

Advice Consultant - Workplace Branch

Bakery Management - Shift Lead - Centennial, CO

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