Sr. Wealth Advisor
Career Development Partners
Senior Financial Wealth AdvisorOpportunitySeeking an experienced Wealth Advisor with an established book of business and approximately $1MM+ in Assets Under Management (AUM).Opportunity for an advisor who is ready for greater flexibility, autonomy, and ownership.Potential for firm equity and increased control over the P&L.Ideal opportunity for an advisor who wants to have greater ownership and control over the business they have built.CompensationCompensation is based directly on the value of the AUM the advisor brings to the firm.Earning potential is tied to the advisor's established book of business and contribution to the firm.Candidate RequirementsMust be an experienced Wealth Advisor with a proven track record.Must have approximately $1MM+ in AUM to bring to the firm.Must currently be established in the Boulder, Colorado area.Local candidates only — relocation candidates will not be considered.Ideal CandidateSuccessful advisor looking to take the next step toward greater independence and ownership.Values flexibility and increased influence over business operations and financial performance.Interested in building long-term equity and ownership in the business rather than simply managing a book of clients.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Sr. Wealth Advisor in Boulder, CO vacancy
- Senior Financial Wealth AdvisorOpportunitySeeking an experienced Wealth Advisor with an established book of business and approximately $1MM+ in Assets Under Management (AUM).Opportunity for an advisor who is ready for greater flexibility, autonomy, and ownership.Potential...SeniorLocal areaRelocation
$168k - $252k
...Model Serving platform in partnership with the engineering manager, bringing a product-oriented mindset to infrastructure decisions.(P4) Sr. SDE Basic Qualifications6+ years of related work experience in software development, with a focus on building and operating large-...SeniorFull timeWork experience placementWork at officeRemote workHome officeFlexible hours- ...below the details of this career opportunity and how it fits into our organization’s success. Summary Of The Job The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical...SuggestedContract workTemporary workWork at officeLocal area
$97.75k - $115k
...Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families... ...face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
Boulder, CO11 days ago$114k - $130k
Senior FP&A Analyst We are currently seeking a Senior FP&A Analyst who will report to the Director of Finance and will assist with month-end close and monthly forecast processes, financial analysis, management reporting, cost accounting, annual budget, long-term strategic...SeniorTemporary workWork experience placementShift work- Grey Matters Defense Solutions, LLC in Boulder, CO seeks a Principal/Senior Principal Algorithms Software Engineer to design, develop, and deploy advanced software and mathematical algorithms for tracking and state estimation in defense applications. The role emphasizes...Senior
- Job-ID31658840Reference25-04706 Responsibilities: Support the Senior Director in developing and executing regional regulatory strategies for QOL initiatives within specific regions. Contribute to providing strategic oversight and leadership to the regulatory team, ensuring...Senior
- Grey Matters Defense Solutions, LLC seeks a Principal/Senior Principal Algorithms Software Engineer in Boulder, CO to design, develop, test, and document advanced software and mathematical algorithms for missile tracking applications. You will work in a fast-paced R&D ...Senior
$200k - $250k
...and operational implications and communicate proactively with internal teams and customers. Serve as a technical expert and trusted advisor to customers and sales prospects, including leading executive-level discussions, supporting strategic account conversations, and...Work at officeRemote workFlexible hoursAfternoon shift- Grey Matters Defense Solutions is seeking a Principal/Senior Principal Algorithms Software Engineer in Boulder, CO to design, develop, test, and document advanced software and mathematical algorithms for DoD/IC applications. You will work in a fast-paced research environment...Senior
- ...Davidson seeks a Principal/Sr. Principal Algorithms Software Engineer in Boulder, CO. You will design, implement, test, and document advanced mathematical algorithms for missile tracking, using Python and C++ in a Linux environment. You’ll contribute to cross-disciplinary...Senior
- Job-ID32273559Reference26-00607 Job Description: We are seeking a highly motivated and qualified individual to join our Clinical Department as a Senior Statistical Programmer and work as part of a team to drive success. Ideal candidates will be self-motivated, independent...SeniorShift work
- Job-ID32483116Reference26-01053Remote50% Remote Job Description: Manager is looking for a Sr R&D Engineer that would perform test method dev and validation, fixture and tooling design using SolidWorks, updates to product drawings using SolidWorks, as well as creation of...SeniorContract workRemote work
- Job-ID31545712Reference25-04520 Responsibilities: To support the Biostatistics team by carrying out programming activities of statistical programmers and overseeing external vendors (as required), and to ensure timely and accurate programming and validation activities for...Senior
- Job-ID31525696Reference25-04487 Responsibilities: Provide leadership, strategic planning, direction and implementation of clinical systems for data collection which may include vendor selection, budgeting, resource planning, vendor oversight, EDC build and study timelines...Senior
$100k - $130k
Senior Financial AnalystSalary: $100-130K base compSenior Financial Analyst – Why This Opportunity Stands OutWe are seeking a Senior Financial Analyst to join a global, technology-driven advanced manufacturing organization in the Boulder area. This role offers a strong...SeniorWork at officeWork from homeCreative Financial Staffing
Boulder, CO2 days ago$140k - $170k
Description About the Role: We are seeking a highly skilled Senior Software Engineer with deep expertise in FreeBSD and low-level systems programming. The ideal candidate will have significant experience integrating hardware with the FreeBSD operating system,...SeniorFull timeLocal areaFlexible hoursSpectra Logic
Boulder, CO11 hours ago$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship?Full-time student; juniors and seniors...Full timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Boulder, CO3 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at officeUnavailable
Boulder, CO2 days ago$117.68k - $175.05k
OverviewSRI's Applied Physics Laboratory, in Boulder, CO, has an opportunity for a Sr Photonics Research Engineer with experience as a technical leader in photonic integrated circuits to execute on a variety of projects ranging from optical phased arrays to microwave photonic...SeniorContract work$88k - $132k
We anticipate the application window for this opening will close on - 14 Sep 2026Careers that change lives start here. Medtronic is a global leader in healthcare technology with a Mission to alleviate pain, restore health, and extend life. Our 95,000 employees work across...SeniorFull timeH1bWork at officeLocal areaImmediate startFlexible hours$225k - $280k
Remote, United States / Boulder, CO.Clinical - Clinical Development /Full-time /RemoteEnveda is looking for a Clinical Development, Sr. Director to join our team!Remote | Full-Time | Monthly-travel | $225,000-$280,000Everyone says they're reinventing drug discovery. We...SeniorFull timeLocal areaRemote workFlexible hours- Job-ID31668223Reference25-04725 Responsibilities: Lead the development, validation, and documentation of CDISC-compliant SDTM and ADaM datasets for CNS clinical trials, ensuring traceability from raw data through analysis outputs. Program and QC tables, listings, and figures...SeniorInterim roleRemote workShift work
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship?Full-time student; juniors and seniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Boulder, CO2 days ago$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Boulder, CO1 day ago- Company Description We spend a great deal of our time online. Whether it’s for information, commerce, or entertainment, each of us has come to depend on what we research, discover, and share. Publishers – those who create and curate content – are what makes the Internet...SeniorFull time
Sovrn
Boulder, CO11 hours ago $206.11k - $283.4k
...mission-ready throughout space.We are mission-driven, and together, we are an extraordinary team.About the RoleSierra Space is seeking Sr Principal Guidance, Navigation & Control Engineer to lead the development, integration, and innovation of advanced GNC systems for...SeniorFull timeContract workWork experience placement$77k - $108k
Job Description Job Description AVP, Senior Credit Analyst Location: Boulder, CO (In-Office) Job Type: Full-Time Exempt Salary: $77,000 - $108,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should...SeniorFull timeWork at officeFlexible hoursFirst Western
Boulder, CO10 days ago- Python Software DeveloperSciTec, a wholly owned subsidiary of Firefly Aerospace, is a dynamic non-traditional defense contractor that delivers advanced technologies in support of U.S. National Security. For over forty-five years, we have supported Department of Defense...SeniorFor contractorsImmediate startRemote work
SciTec
Boulder, CO2 days ago $196.35k - $292.6k
Senior Product ManagerWe are hiring a Senior Product Manager to own strategy, roadmap, and lifecycle for NetApp's ONTAP systems platforms, the unified data-management platforms at the core of our Enterprise Storage business.This is a strategic, cross-functional product ...SeniorLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr. Wealth Advisor. Be the first to apply!
Related searches
- finance associate Boulder, CO
- financial counselor Boulder, CO
- associate corporate finance Boulder, CO
- financial consultant Boulder, CO
- estate planning consultant Boulder, CO
- financial planning assistant Boulder, CO
- financial planner Boulder, CO
- financial advisor associate Boulder, CO
- financial associate Boulder, CO
- financial advisor Boulder, CO