Top 209 Sr analyst, finance Jobs in Windsor, Co

Senior Relationship Manager
Acorn Creek Capital —Fort Collins, CO
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
Quick Apply
Senior Quantitative Analyst - AI Trainer
DataAnnotation —Colorado
- $50 - $100 an hour
- Part-time
- Remote
- Computer Science
- English
- Mid-level
- Flexible schedule
Quick Apply
Financial Advisor
Northwestern Mutual - Weld County —Greeley, CO
- $52,197.38 - $135,195.36 a year
- Choose your own hours
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Registered Branch Associate
Edward Jones —Loveland, CO
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
11d
Registered Branch Associate
Edward Jones —Loveland, CO
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Wealth Management Trainee (CO)
Bankers Life —Fort Collins, CO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (CO)
Bankers Life —Fort Collins, CO
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Sales Representative - Entry Level
Yoder District - Northwestern Mutual —Fort Collins, CO
- $65,000 - $85,000 a year
- Full-time
- High school
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
5d
Financial Case Coordinator
UCHealth —Fort Collins, CO
- $22.14 - $28.78 an hour
- Full-time
- Hospital
- Mid-level
- High school diploma or GED
- 403(b) matching
- Health savings account
6d
Banner Staffing Services Patient Financial Services Representative Loveland Outpatient Rehab
Banner Health —Greeley, CO
- Part-time
- Background check
- Word processing
- Pass drug screening
- Wellness program
- Employee assistance program
8d
Manager or Senior Manager, Financial Reporting and Budget
Platte River Power Authority —Fort Collins, CO
- $147,504 - $203,611 a year
- Full-time
- CPA
- Office
- 3 years
3d
Business Manager
Colorado State University —Fort Collins, CO
- $125,000 - $150,000 a year
- Extended hours
- Background check
- CPA
- 5 years
Senior Business Analyst
Platte River Power Authority —Fort Collins, CO
- $137,015 - $198,748 a year
- Full-time
- Research
- Office
- Finance
7d
FP&A Analyst
Vitesse Systems —Longmont, CO
- $100,000 - $130,000 a year
- Full-time
- ERP systems
- Mid-level
- Office
- Continuing education credits
- Paid holidays
Quick Apply
11d
Patient Financial Services Representative Johnnstown
Banner Health —Johnstown, CO
- $18.02 - $27.03 an hour
- Full-time
- Vital signs
- Word processing
- High school diploma or GED
- Opportunities for advancement
6d
Patient Financial Services Representative Family Medicine Fort Collins
Banner Health —Fort Collins, CO
- $18.02 - $27.03 an hour
- Full-time
- Vital signs
- Word processing
- Internal Medicine
2d
Patient Financial Services Representative Neuro Surgery Greeley
Banner Health —Greeley, CO
- $18.02 - $27.03 an hour
- Full-time
- Vital signs
- Surgery
- Word processing
- Health insurance
3d
FINANCIAL CONTROLLER
PRECISION MACHINED PRODUCTS —Fort Collins, CO
- Full-time
- CPA
- Office
- Finance
Quick Apply
Finance Controller
Dyno Nobel —Fort Collins, CO
- $115,000 - $145,000 a year
- Microsoft Excel
- CPA
- Finance
- Paid parental leave
- Health savings account
Corporate FP&A Analyst
Vitesse —Longmont, CO
- $100,000 - $140,000 a year
- Full-time
- ERP systems
- Pass drug screening
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply

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Senior Relationship Manager

Acorn Creek Capital
Fort Collins, CO

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year

Benefits

Profit sharing
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Series 65
Experience practicing in the securities industry

Full Job Description

Job Description: Wealth Management Senior Relationship Manager

Work Location: In Office

Regular Schedule: Full-Time

Salary: $80k-$100k with up to 30% bonus opportunity

Reports to: President

FLSA Status: Non-Exempt

About Us: At Acorn Creek Capital, we set the bar high for exceptional client service with our "white glove service" approach. As a team of highly skilled professionals, we are deeply committed to integrity, excellence, and innovation in everything we do. We’re always looking for ways to grow and improve, with a focus on delivering results that exceed expectations. By staying proactive and forward-thinking, we not only understand our clients' unique needs but anticipate them, ensuring we’re always a step ahead. Every interaction is guided by our core values of dedication, trust, and a relentless pursuit of excellence. The company is an Equal Opportunity employer and values diversity in its workforce.

Role Overview: As a Senior Relationship Manager at Acorn Creek Capital, your role is pivotal in making sure that our clients hear from us proactively and that we are regularly updated on their lives. This role will develop and maintain client relationships on behalf of the wealth management firm. Responsibilities include managing client relationships, extremely prompt and thorough follow-through, understanding the client’s investment goals, and working with our team to help provide tailored investment recommendations.

Main Duties and Responsibilities:

Address client requests, provide support, and offer financial investment advice incorporating feedback from the wealth manager to deliver our team philosophy.
Handle client reviews and any follow-up items.
Administer our team’s proactive service model by calling clients regularly.
Create and maintain each client’s financial plan.
Stay current on market conditions as it relates to the client’s objectives.
Maintain a deep understanding of our team’s investment matrix to explain to the client our philosophy as it relates to their Financial Plan.
Track and maintain client information using CRM (salesforce).
Participate in team meetings and strategic projects.
Other duties as assigned.

Required Qualifications

3+ years in a financial advisory role.
FINRA Series 65 license required.
Bachelor's degree and/or four years related experience and/or training; or equivalent combination of education and experience.

Preferred Background:

Experience working with both affluent and high net worth clients.
Additional certifications like CPWA, CFP or CRPC preferred.
Proficiency in trading and financial planning software. Experience in Orion and/or Money Guide Pro is a plus.
Proficiency in Microsoft Office and strong technical skills.
Proficiency in computer use, especially Excel.

Skills/Elite Attributes:

Self-motivation, effective time management, and relationship-building skills.
Positive, adaptable, and capable of managing a demanding workload.
Attention to detail, high accuracy levels, and excellent organizational skills.
Collaborative mindset with a focus on teamwork.
Strong multitasking and problem-solving abilities.
Simplify and explain complex financial information.
Outstanding communication skills.
A commitment to confidentiality and integrity.
Team Oriented, Client Focused, Professionalism, adaptability, and time management.

Benefits:

Competitive salary and performance-based bonus structure.
Positive work environment.
Comprehensive benefits package including but not limited to: Paid Holidays, PTO, Sick Time, Medical, Dental/Vision, disability and life insurance, FSA/HSA, 401(k) with profit sharing.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Pay: $80,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Paid time off
Parental leave
Retirement plan
Tuition reimbursement
Vision insurance

License/Certification:

Series 65 License (Required)

Work Location: In person

Quick Apply

Refine Your Search

sr analyst, finance jobs in windsor, co

Senior Relationship Manager

Senior Quantitative Analyst - AI Trainer

Financial Advisor

Registered Branch Associate

Registered Branch Associate

Wealth Management Trainee (CO)

Financial Services Professional - Hybrid Remote (CO)

Sales Representative - Entry Level

Financial Case Coordinator

Banner Staffing Services Patient Financial Services Representative Loveland Outpatient Rehab

Manager or Senior Manager, Financial Reporting and Budget

Business Manager

Senior Business Analyst

FP&A Analyst

Patient Financial Services Representative Johnnstown

Patient Financial Services Representative Family Medicine Fort Collins

Patient Financial Services Representative Neuro Surgery Greeley

FINANCIAL CONTROLLER

Finance Controller

Corporate FP&A Analyst

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