Wealth Management Advisor
The Well
Compensation: 150k-200k base + Performance Bonus + New Business Incentive (10-25%) Our client - a growing, faith-driven family office based in the Golden, CO area - is adding a Wealth Advisor to their team. This firm serves a select group of entrepreneurs, business owners, and multi-generational families with an average net worth north of $40 million, delivering integrated planning across investments, tax strategy, estate planning, philanthropy, and family governance. This isn't a production-driven sales seat - it's an opportunity to become a trusted, long-term advisor to extraordinary families, working inside a values-led, endowment-style investment philosophy rather than a trade-driven one. Why this role? Step into an established book. You won't be asked to build a client base from scratch - you'll inherit relationships and go deep, not wide. Work alongside firm leadership. Close, hands-on collaboration with the founder and a tight-knit, high-trust team. Be the quarterback. Coordinate investments, tax, estate, and philanthropic planning for each family, partnering with their outside CPAs and attorneys. Join a genuinely values-first culture. Faith-forward, relationship-driven, and refreshingly not about beating a benchmark. Enjoy real balance. A team culture where most people are done by early afternoon on Fridays. Live and work in one of Colorado's best locations. Golden offers immediate access to hiking, mountain biking, whitewater, and Red Rocks - a huge draw for outdoor-minded candidates. What you bring: 3+ years of experience in wealth management, financial planning, private banking, or family-office services Series 65 (or ability to obtain promptly) A warm, steady, trust-building presence - clients should feel like you're the calm, capable leader in the room Strong grasp of investments, tax concepts, and estate/financial planning fundamentals CFP®, CFA®, CPWA®, or similar designation is a nice-to-have What we offer: A competitive base salary plus performance bonus A new-business incentive of 10-25% for any client relationships you originate A collaborative, faith-aligned culture built around long-term client relationships, not transactions Bonus: Fridays the office closes at 2pm ! Cheers to a work life balance #J-18808-Ljbffr
$57.75k - $70.5k
...Hours : Full-time Position Mission As a key contributor to the mission of FOCUS and the FOCUS Mission Foundation, the Senior Grants Manager plays a vital role in winning significant grant program funding in this exciting new area of development at the Focus Mission...SuggestedFull timeContract workTemporary workPart timeLive outWork at office$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are... ..., campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...tailored to every client's unique needs Manage your client's financial plans to help... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Advisor Our client is one of the top lending institutions in the USA. Over the past 8 years, we have assisted this client... ...appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential...Suggested
- ...bonuses and other incentives. Modern Woodmen is an equal opportunity employer. Seniority level Associate Employment type Full-time Job function Finance, Business Development, and Sales Industries Financial Services, Insurance, and Investment Management #J-18808-Ljbffr...Full timeLocal area
$65k - $72k
...Property Manager Apartment Management Consultants (AMC) is a leader in the property management industry. Our passion for helping people... ...~ Empower 401K and Roth IRA- Including Free Financial Advisors and Employer Match ~9 Paid Holidays per year ~ Employee Referral...Full timeTemporary workPart time- ...direct and mentor your team of professionals Be a continued problem solver, assisting residents and your team alike As a Property Manager, you will lead and lead well. Go above and beyond for your team and in turn, they'll go above and beyond for your residents....Immediate startMonday to FridayWeekend work
- ...Week:* S2 Residential onboarding training program* Compliance training courses* Mentorship by peer who has graduated our Property Manager mentor program* Drive sales, measurably increase revenue, improve resident satisfaction, and boost our reputation within the community...Immediate startMonday to FridayWeekend work
- ...guidelines. Perform daily physical inspections of the property and coordinate with the maintenance team. Maintain direct supervision of all staff, including work schedules, the delegation of duties, and conflict Property Manager, Manager, Property, Property Management...
$21 - $22 per hour
...performance metrics while balancing competing priorities. Learn and execute core banking processes such as transactions, cash drawer management, and completing bank documentation in accordance with industry and legal standards. Other job duties as assigned. Receive...Hourly payLocal areaFlexible hoursAfternoon shift$21 - $22 per hour
...competing priorities • Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently... .... #LI-JH1 Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members,...Local areaFlexible hoursAfternoon shift$21 - $22 per hour
...networks Achieving your daily key performance metrics while balancing competing priorities Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards Other...Local areaFlexible hoursAfternoon shift- ...regularly. Knowledge of WFG products, services and company policies and procedures. Maintain transparent communication with Escrow Manager. Interact with clients, real estate agents/brokers, attorneys, consumers, lenders and any other parties involved in transactions. Complete...Full timePart timeWork experience placementSeasonal workWork at officeLocal areaImmediate startMonday to Friday
$57k - $62k
...Job Description Job Description PROPERTY MANAGER Base Salary: $57,000.00 - $62,000.00 with potential for additional compensation up to $10,000. About Us RENOSY by Renters Warehouse is a technology-enabled property management service and platform focused...Work at officeLocal area$20.34 - $24.43 per hour
Title Clerk As a Title Clerk you will primarily be responsible for handling information regarding motor vehicle registration and process legal documents and other state-required documents. Title clerks must be organized, and detail oriented in handling files and maintaining...Hourly payFull timePart timeWork at officeLocal area$20.99 - $29.38 per hour
...residents deserve. If you’re ready to be a part of our team, we encourage you to apply. Overview Job Description Assists the Property Manager with the general administration of the property and performs related management functions with the daily operations of an apartment...Hourly payInterim roleLive inWork at office$147.54k - $182.8k
...never ask for sensitive information via email. If you have concerns, contact us through official channels. Mesa seeks a Portfolio Manager that will be responsible for the overall management of groups of projects and programs, provides customer leadership to groups of Project...Contract work$147.54k - $182.8k
...Overview Mesa seeks a Portfolio Manager responsible for the overall management of groups of projects and programs, provides customer leadership to groups of Project Managers, is accountable for maintaining solid customer financial targets, rapport, and relationships, and...Contract work$110k - $120k
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Investor Relations Manager Exempt - FT Management Lakewood, CO, US Salary Range: $110,000.00 To $120,000.00 Annually GENERAL PURPOSE The Investor Relations...For contractorsWork at office- ...Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy. Most experienced... ...a successful practice. What You'll Do Client Relationship Management Develop and maintain long-term client relationships Conduct comprehensive...Remote work
$80k - $100k
...financial services organization? Join Covenant Trust as a Financial Advisor! At Covenant Trust, you will be the ambassador and primary... ...and community by leveraging Covenant Trust’s investment management, trust administration, and gift planning services. Enhance client...$1,000 per month
...opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this... ...athlete, campus orgs, student government, etc) Excellent time‑management skills Interest in financial literacy and planning tools...Full timeInternshipLocal areaFlexible hours$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time‑management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeInternshipLocal area$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities... ...independence, create long-term wealth, and enjoy unlimited growth opportunities... ...Financial Advisor ↓Senior Financial Advisor ↓Managing Advisor ↓Regional Director ↓Executive...Immediate startRemote work$45k - $100k
...contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns....TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals...Work at office$50k
...contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns....Work at officeWork from homeHome officeFlexible hours- Northwestern Mutual seeks College Financial Representatives for their internship program in Lakewood, Colorado. This role provides a platform to build a financial planning practice while receiving guidance and support from experts. Interns will learn to prospect clients...Full timeInternship
- ...leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed...
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