Senior Financial Advisor: Equity & Autonomy in HNW MFO
Nbutexas
Nbutexas in Aurora, Colorado, is looking for experienced Financial Advisors or Private Bankers to join as senior partners. This role offers the opportunity to work with high net worth and ultra-high net worth families in a multi-family office environment. The ideal candidate should have a proven ability to build relationships with HNW/UHNW clients and must hold the necessary financial licenses. This position provides both autonomy and equity ownership, allowing advisors to truly build their own practice while receiving full operational support. #J-18808-Ljbffr
- ...office is seeking seasoned Financial Advisors or Private Bankers to join as senior partners in serving high net worth (HNW) and ultra‑high net worth... ...opportunity to earn meaningful equity ownership in the firm.... ...environment with equity, autonomy, and full support for complex...Employment EquityHigh net worthWork at office
- ...Description Job Description Tax Manager / Senior Tax Manager – Denver, CO (Hybrid)... ...Industry: Public Accounting | Client Focus: HNW, Trusts & Estates, Family Wealth... ...leadership team that values mentorship, autonomy, and input. Flexible Workplace: Based...SeniorHigh net worthFlexible hours
- ...Representative for their Executive Services Trading Team. The role requires 3-5 years of financial experience and active FINRA licenses, focusing on assisting high-profile clients with their equity compensation transactions. The successful candidate will interact with...Employment EquitySeniorHigh net worth
$102k - $190k
...Alliance for Career Enhancement is seeking a Senior Private Banker in Denver to build and... ...exceptional relationship management and financial planning skills. Key responsibilities... ...client banking relationships, serving as an advisor, and leading a deal team. The...SeniorHigh net worth$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, estate planning, and investments. This role offers a hybrid work model, allowing...SeniorHigh net worth$125k - $180k
...recent public accounting experience, including strong exposure to HNW individuals and complex entities ~ Proven leadership and... ...schedule (Greenwood Village office) Boutique firm culture with autonomy and collaboration High-quality clients and meaningful relationships...SeniorHigh net worthWork at officeFlexible hours- Bank of Montreal is seeking a Senior Private Banker in Denver to develop and manage relationships... ...providing expert advice on complex financial needs and collaborating in a team... ...business development skills, to become a trusted advisor. #J-18808-Ljbffr Bank of MontrealSeniorHigh net worth
- ...s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes... ...situations. About The Role We are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis...Employment EquitySenior
- BCG Attorney Search is seeking a project finance or tax equity associate/senior associate in Denver, CO. The ideal candidate will have 4+ years of relevant experience in debt project finance or tax equity, particularly in renewable or clean energy infrastructure. You will...Employment EquitySenior
- ...Tax Senior - Public Accounting Firm | Greenwood Village, CO Flexible • Hybrid • Family-Friendly Environment Are you looking for... ...work. This firms client base is approximately 55% Individual/HNW Individuals, 25% trusts, 15% businesses, and remaining in gift tax...SeniorHigh net worthWork at officeRemote workFlexible hours
$102k - $190k
...de patrimoineWe’re seeking a Senior Private Banker to join our team... ...relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (... ...of becoming their trusted advisor.Leads a deal team to meet... ...knowledge and understanding of financial planning principles, incorporating...SeniorHigh net worthTemporary workShift work- Job Overview A law firm seeks a senior-level tax credit finance associate in Denver, CO.... ...structuring of tax credit transactions. Review financial projections and negotiate business and... ...issues. Draft, review, and negotiate tax equity and loan documents. Conduct necessary due...Employment EquitySeniorTemporary work
$102k - $190k
...We're seeking a Senior Private Banker to join our team in Denver... ...relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (... ...of becoming their trusted advisor. Leads a deal team to meet... ...knowledge and understanding of financial planning principles, incorporating...SeniorHigh net worthContract workPart timeLocal areaShift work- ...Job Description Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Location:... ...individual who values flexibility, autonomy, and meaningful client relationships... ...with clients, attorneys, and financial advisors Conduct technical research and...SeniorHigh net worthFull timeRemote work
- ...Job Description Job Description Tax Manager / Senior Tax Manager / Tax Director – High-Net-Worth Focus (Hybrid – Greenwood Village... ...candidate) ~6+ years of public accounting experience, ideally with HNW, trust, or estate exposure ~ Comfortable reviewing returns,...SeniorHigh net worthWork at officeFlexible hours
$80k - $110k
We are hiring a Senior Finance Associate to handle the execution layer of venture fund accounting... ...schedules, tracking PCAP inputs from sub-advisors, assisting with quarterly valuation... ...-tier), or fund operations at a private equity, venture capital, or growth-equity firm...Employment EquitySeniorWeekend work$96k - $144k
As a Financial Due Diligence Senior Associate, you’ll focus on middle‑market transactions, serving dynamic organizations with experienced professionals... ...carve‑outs and similar services to clients, private equity investors, and asset‑based lenders. Help organizations realize...Employment EquitySeniorWork experience placementWork at office- ...public Accounting firm with FANTASTIC CULTURE is seeking a Tax Senior. They are looking for a person who loves complex tax work and... ...performing team that works on Emerging Market Clients, Private Equity and Venture Backed firms, Startups and ultra-high net worth Clients...Employment EquitySeniorHigh net worthSummer workWork at officeHome office
$87.4k - $123.4k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform... ...achieve financial freedom. Empower Yourself. The Senior Wealth Advisor, Practice Lead plays a vital role in helping clients achieve...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$130k - $160k
...Senior Backend Software Engineer Location: Gaithersburg, Maryland; Alexandria, VA; Chantilly... ...place. You make it your own by embracing autonomy, seizing opportunity, and being trusted... ..., and abilities, as well as internal equity, alignment with market data, applicable bargaining...Employment EquitySeniorFull timeRemote work$150k
...Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments,... ...of the financial services industry – including equity ownership. Come build your business within the CAPTRUST...Employment EquityTemporary workWork at officeLocal areaFlexible hours$170k - $185k
...A construction company is seeking a financial leader to oversee all accounting and financial operations. The role requires 10–15 years... ...with GAAP, and developing budgets. Competitive salary range of $170,000–$185,000 plus bonuses and equity offered. #J-18808-Ljbffr...Employment EquitySenior$95k - $130k
...specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-... ...to your work location or schedule whenever possible. As a Senior in our Tax service line, you will be responsible for the following...Employment EquitySeniorHigh net worthWork experience placementWork at officeRemote work$96k - $144k
Financial Due Diligence Senior Associate As a Financial Due Diligence Senior Associate, you’ll focus on middle‑market transactions, serving dynamic... ...providing carve‑outs and similar services to clients, private equity investors, and asset‑based lenders. Help organizations...Employment EquitySeniorWork experience placementInternshipSeasonal workWork at officeLocal area- ...Colorado, is seeking an AI/ML Engineer III to serve as the technical lead for AI/ML development. You will drive projects focused on autonomy and advanced analytics while mentoring fellow engineers. Responsibilities include designing scalable AI/ML systems and leading the...Senior
- A prominent financial institution is looking for a Private Wealth Advisor in Denver, Colorado. The ideal candidate will build and deepen client relationships, providing holistic financial advice across investments and estate planning. This role requires a Bachelor's degree...SeniorHigh net worth
- Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term client relationships... ...track record in client acquisition, and a background in financial advising. Successful candidates will excel in developing...SeniorHigh net worth
$130k - $185k
...CEOs, CFOs, Boards, Private Equity and Governments every step of... ...side and sell‑side transaction advisors bring deep sector expertise... ...Your key responsibilities As a Senior Associate - Consultant with... ...Finance areas (e.g., accounting, financial reporting, planning and...Employment EquitySeniorWork experience placementSummer holidayWork at officeImmediate startFlexible hours$125k - $175k
...Business Development Financial Advisor CAPTRUST is seeking a dynamic Business Development Financial Advisor who will assist in bringing... ...are at the top of the financial services industry – including equity ownership. Come build your business within the CAPTRUST framework...Employment EquityTemporary workWork at officeLocal areaImmediate startFlexible hours$160k - $230k
...specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-... ...your work location or schedule whenever possible. As a Tax Senior Manager / Principal with HCVT you will have the opportunity to...Employment EquitySeniorHigh net worthWork at officeRemote work
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