Senior Wealth Advisor Manager - Hybrid, Client‑Driven Growth
Charles Schwab
Charles Schwab is seeking a Sr. Manager, Wealth Advisor located in Lone Tree, Colorado. In this role, you'll manage client relationships, provide tailored investment guidance, and collaborate with your advisory team to ensure clients achieve their long-term financial goals. The ideal candidate has strong abilities in client experience, time management, and financial planning, alongside essential qualifications like the CFP® or CFA® designation. This position emphasizes in-office collaboration and offers a robust benefits package. #J-18808-Ljbffr Charles Schwab
- Our client is a private equity-backed, multi-entity services organization... ...experiencing significant growth through both acquisition and... ...opportunity to join a mission‑driven organization whose services positively... ...‑paced, evolving environment Hybrid work environment (average 2...SuggestedWork at office2 days per week
- ...strong leadership skills, working within a hybrid environment that encourages remote work... ...ensuring alignment between media strategies and client goals. Employee benefits include... ...insurance, 401k matching, unlimited PTO, and a culture of growth. #J-18808-Ljbffr CactusSeniorRemote work
$68k - $110.4k
Merkle Schweiz is hiring a Senior Account Manager in Colorado to lead marketing strategies for major retail clients. The role involves managing client relationships, ensuring... ...client presentations. The position supports a hybrid work model offering flexibility and...Senior- ...quo and help clients achieve what matters... ...most. Schwab Wealth Advisory is a... .... As a Sr. Manager, Wealth Advisor , you’ll... ...relationship‑driven environment, communicates... ...a senior learning mindset... ...champion your growth through meaningful... ...lasting impact. Our Hybrid Work and...SeniorWork at office
- OrthoFi in Denver, CO, is seeking a Senior Product Manager to lead eligibility automation within Insurance... ...financial experiences through AI-driven strategies and collaborate cross-... ...on healthcare data environments. This hybrid role demands local presence at our Denver...SeniorWork at officeLocal area2 days per week
- ...loans. Ideal candidates will have over 5 years of experience in commercial lending and a bachelor's degree. The position offers opportunities for growth within the organization. We value equity, diversity, and inclusion as central to our culture. #J-18808-Ljbffr CobnksSeniorRemote job
- ...is seeking an Associate Partner - AI-Driven Customer Growth & Marketing Transformation to lead customer... ...shaping IBM’s offerings, developing client relationships, and driving measurable... ...selling. This role offers a hybrid work model with flexibility in location...Senior
- ...orthodontic technology firm is seeking a Senior FP&A Operations Analyst to drive ARR growth and improve service profitability.... ..., forecasting, and providing data-driven insights to senior leadership. The opportunity offers flexible hybrid work options and comprehensive...SeniorFlexible hours
$80k - $92k
Golftec is seeking a Senior Accountant based in Englewood, CO, with a focus on technology-driven finance. The role includes ensuring compliance with US GAAP, managing multi-state tax, and leveraging AI tools... ...$80,000 to $92,000, with a hybrid work environment and...Senior- Care for All Children is searching for a Tax Manager in Englewood, CO, to oversee tax compliance, reporting, and planning. This hybrid position involves coordinating federal and... ..., and liaising with external tax advisors. The ideal candidate is expected to have a...Senior
$110k - $159k
Ibotta, Inc. in Denver, Colorado, is looking for a Senior Account Manager to join their innovative team. In this hybrid role, you'll manage strategic client relationships, ensuring revenue growth and campaign success. Ideal candidates will have over 5 years of relevant...SeniorRemote jobFlexible hours- Mercer Advisors is seeking a Relationship Manager in Denver, Colorado. This role involves managing... ...-high-net-worth (UHNW) clients, ensuring world-class service and identifying growth opportunities. Candidates... ...will work closely with the Wealth Management Team to optimize...
- Ericsson is seeking a Senior Business Development Manager to drive growth across the Mobile Financial Services portfolio in North America. This hybrid role involves generating new business through strategic outreach and managing complex, high-value deals. You will engage...Senior
$139.23k - $163.8k
U.S. Bank is hiring a Private Wealth Advisor (PWA) based in Denver, Colorado. The PWA will manage relationships with High and Ultra High Net Worth clients, providing services in wealth management... ...investments. This role offers a hybrid work model, allowing flexibility in...Senior$29.28 - $55.29 per hour
...compliance with financial regulations. The position offers a competitive pay range of $29.28 - $55.29 per hour, along with benefits like a 401(k) plan, paid time off, and continuous learning opportunities to support your professional growth. #J-18808-Ljbffr FairygodbossSeniorHourly pay$150k - $170k
Lightsource bp seeks a Senior Renewable Energy Asset Manager to oversee the financial performance of utility-scale solar projects. The role requires 7... ...annually, plus a 20% annual bonus. The position offers a hybrid work environment and comprehensive health benefits from...Senior$80k - $92k
GOLFTEC Intellectual Property, LLC. is seeking a highly analytical Senior Accountant focused on modernizing financial workflows. The role is hybrid in Englewood, CO, with a compensation range of $80,000 - $92,000. The ideal candidate will possess strong accounting expertise...SeniorFlexible hours- A leading accounting firm is seeking an Assurance Manager based in Denver, Colorado. In this role, you will supervise audit teams, ensure... ...an attractive salary range and opportunities for professional growth within a dynamic work environment. #J-18808-Ljbffr ACM LLPSenior
- ...a Regional Leader for Wealth Advisory in Lone Tree,... ...delivering comprehensive wealth management solutions. The ideal... ...Series 7 license. This senior role will focus on... ...and developing teams for growth and retention goals. The position offers a hybrid work model and a...
- A2Z in Denver is seeking a Senior Accountant to manage day-to-day accounting processes, ensuring compliance... ...cloud accounting system. A2Z offers a hybrid work model with competitive benefits... ...a team committed to innovation and growth in the automotive retail sector. #J-18...Senior
- Enova International is seeking a Senior Lead for Small Business Collections in Denver, CO. This hybrid role focuses on driving operational strategy and performance for... ...through strategic mentorship and data-driven process optimization. The ideal candidate will have...Senior
- EisnerAmper LLP is seeking a Tax Senior Manager in Denver to lead the Private Client Services team. This role entails supervising a dynamic team, ensuring tax... ...Agent Certification. The position offers remote/hybrid options and significant opportunities for professional...SeniorRemote job
- ...focus on AI integration and a commitment to supporting families, this is a critical role in a mission-driven company. Benefits include competitive compensation, hybrid work flexibility, stock options, and comprehensive health benefits. Join us in making a difference! #J...Senior
- A leading ecommerce SaaS company is seeking a Customer Growth Account Executive based in Denver. In this role, you will take ownership... ...motivated to help creators succeed. The position offers a competitive base salary with a hybrid work model. #J-18808-Ljbffr Klaviyo Inc.
- EY is seeking a Real Estate Tax Senior Manager in Denver, Colorado, who will lead tax projects,... ...providing strategic advice for a diverse client base. The ideal candidate should possess... ...benefits package, including a hybrid work model and flexible vacation policy....SeniorFlexible hours
- A leading data technology firm is looking for a Commercial/Mid-Market Account Executive in Denver, CO. This hybrid role includes daily prospecting and executing sales cycles while working collaboratively in a fast-paced environment. Ideal candidates will have 3-4 years...Senior
- ...motivated and detail-oriented Senior Financial Analyst to join our... ...strategic decisions, drive growth, and ensure financial objectives... ..., and annual reporting for management, investors, and the Board of... ...experience is required. ***This is a Hybrid position*** Company...Senior
$88k - $145k
Senior Product Analyst The Senior Product Analyst position... ...thinker who can manage the technical aspects of... ...profitability, improve growth and improve customer experience... ..., Product. In this hybrid role, you will be... ...experience providing customer-driven solutions, support or...SeniorContract workWork at officeRelocationRelocation package$148k - $221k
...is seeking an experienced tax professional with over 10 years in HNW tax planning. You will manage complex tax returns and lead engagements while providing exceptional client service. Requirements include an active CPA license and a Bachelor's or Master's degree in Accounting...Senior- Green Key Resources is seeking a Senior Accountant for a high-growth technology company in Denver, CO. This role involves month-end close, financial reporting, and contributing to accounting process improvements. The ideal candidate will have 2-5 years of public accounting...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor Manager - Hybrid, Client‑Driven Growth. Be the first to apply!
- associate corporate finance Littleton, CO
- financial planner Littleton, CO
- estate planning consultant Littleton, CO
- financial counselor Littleton, CO
- financial advisor development program Littleton, CO
- financial consultant Littleton, CO
- financial associate Littleton, CO
- financial planning assistant Littleton, CO
- financial advisor associate Littleton, CO
- financial planning associate Littleton, CO
