Investment Advisor - Senior at Kforce Inc in Denver, Colorado

Job Description:

RESPONSIBILITIES:

Kforce has a client that is seeking an Investment Advisor - Senior in Denver, CO.

Key Tasks:

• Proactive calling on deposit clients and prospects with mindset of stabilizing the book to stop outflow and growing balances by leveraging Private Bank rate offers to capture assets held away


• Working current book - Largest depositors to smallest


• Loss deposit report to try and regain deposits that left


• Mortgage only report to increase share of wallet


• CD Maturities


• Mining for loan and investment opportunities


• Relationship contact, being introduced as part of the banking team; When servicing needs come up, looping in partners/WA to fulfill

REQUIREMENTS:

• Candidate must engage with clients in a meaningful way, and be excited about the opportunity to work with clients directly on a daily basis to ensure we are aligned with their best interests


• Previous experience with Microsoft suite


• Understanding of basic banking transactions, how banks function


• Excellent communication skills, confidence, and active listening will be key


• Ability to prioritize and execute

Nice to Have Skills:

• Previous experience at a Financial Institution


• Previous experience with Salesforce

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless
and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

By clicking "Apply Today" you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.

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