Senior HNW Client Advisor
USI Insurance Services
A leading insurance brokerage firm in Denver is seeking a skilled insurance professional to manage high-net-worth and affluent clients. The ideal candidate will have at least 8 years of experience in personal lines property and casualty insurance, and possess strong communication skills. This role includes responsibilities such as maintaining client retention, providing technical expertise, and preparing insurance proposals. The company offers competitive pay, comprehensive benefits, and a supportive work environment. #J-18808-Ljbffr USI Insurance Services
- Description and Requirements General Description: Responsible for independently and proactively managing Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing, handling client questions and requests, and completing an annual client review...SeniorHigh net worthTemporary workLocal areaFlexible hours
$70k - $100k
...Description and Requirements General Description: Responsible for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to renewal marketing, handling client questions and requests, completing...SeniorHigh net worthTemporary workLocal areaFlexible hours- ...Tax Manager / Senior Tax Manager - Denver, CO (Hybrid) Industry: Public Accounting | Client Focus: HNW, Trusts & Estates, Family Wealth Experience Level: 7+ Years | CPA Required Join a well-established, Denver-based public accounting firm with over 50 years...SeniorHigh net worthFlexible hours
$102k - $190k
BMO is seeking a Senior Private Banker in Denver. The ideal candidate must have strong relationship management skills and a proven track record with high-net-worth clients. Responsibilities include developing profitable banking relationships and providing expert, personalized...SeniorHigh net worth$102k - $190k
...Alliance for Career Enhancement is seeking a Senior Private Banker in Denver to build and maintain relationships with high-net-worth clients. This role requires at least 7 years of... ...banking relationships, serving as an advisor, and leading a deal team. The compensation...SeniorHigh net worth$140k - $160k
A leading advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This role offers flexibility with remote, hybrid, or onsite options. Candidates should have at least 6 years of tax experience and be...SeniorHigh net worthRemote job$75k - $100k
A leading CPA firm in Denver, CO seeks an experienced Tax Senior Associate to oversee tax compliance and client relationships for high-net-worth individuals. The ideal candidate will have a Bachelor’s degree in Accounting or Finance, along with a CPA license or advanced...SeniorHigh net worth$60k - $200k
World Insurance As in Denver, CO is seeking a Private Client Sales Executive to serve affluent individuals and families. The successful candidate will identify and cultivate new personal lines opportunities, providing tailored risk management solutions. Responsibilities...High net worth$70k - $130k
RBC Capital Markets, LLC is seeking a Senior Associate Wealth Strategist based in Denver,... ...high net worth and ultra-high net worth clients. Responsibilities include consulting on tax... ...Wealth Strategists and Financial Advisors. The ideal candidate should possess a Bachelor...SeniorHigh net worth- ...Originator for full-time positions in Denver or Boulder, CO. This role involves delivering exceptional customer service, advising clients on mortgage options, and managing the loan process from start to finish. The ideal candidate will have over five years of experience...SeniorHigh net worthFull time
- A reputable CPA firm is seeking a Tax Manager or Senior Tax Manager. This fully remote role focuses on high-net-worth taxation and offers... ...a CPA. Join a supportive environment that values quality service and client relationships. #J-18808-Ljbffr Solid Rock Recruiting LLCSeniorHigh net worthRemote jobFlexible hours
$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- First Western is looking for a Senior Loan Associate in Denver, Colorado. This role is crucial for supporting credit and lending processes, managing loan documentation, and ensuring client satisfaction. Candidates should have 3-5 years of relevant experience, a bachelor...SeniorHigh net worthWork at office
- ...Job Description Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Location: Denver... ...Manager to join their growing private client group. This is a fully remote... ...clients, attorneys, and financial advisors Conduct technical research and advise...SeniorHigh net worthFull timeRemote work
- ...into a leadership-focused role within a small firm that values client relationships, mentorship, and modernization. The firm offers a... ...recent public accounting experience, including strong exposure to HNW individuals and complex entities Proven leadership and communication...SeniorHigh net worthWork at officeFlexible hours
- ...Description About the Role Lead multiple client engagements across corporate, partnership... ...tax returns (1120, 1120S, 1065, 1040 HNW) Manage client deliverables, deadlines,... ...support Supervise and mentor tax staff, seniors, and managers across multiple engagements...SeniorHigh net worthRemote job
$70k - $130k
...Our team continues to grow! The Senior Associate Wealth Strategist position... ...a primary component of the core client experience at RBC for its high net worth (HNW) and ultra-high net worth (UHNW)... ...collaborate directly with Financial Advisors and their clients. What will you...SeniorHigh net worthTemporary workFlexible hours$200k - $240k
...to doing what’s right for our clients. At CIBC, we embrace your strengths... ...What you'll be doing As a Senior Wealth Strategist, you are... ...Managers and high net worth (HNW) clients to develop and... ...bridge between clients and outside advisors (i.e., attorneys, CPAs) to implement...SeniorHigh net worthRemote work- 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 compliance, and delivering proactive insights for ultra-high net worth individuals. The ideal candidate must have...SeniorHigh net worthRemote job
$102k - $190k
...Gestion de patrimoineWe’re seeking a Senior Private Banker to join our team in... ...with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region. We’re also open to... ...objective of becoming their trusted advisor.Leads a deal team to meet client needs...SeniorHigh net worthTemporary workShift work$145k - $175k
Sorren, located in Denver, CO, is seeking a seasoned Tax Manager to lead complex tax engagements and provide strategic advisory to clients. Ideal candidates should have 8+ years of tax preparation experience and a CPA license. Responsibilities include managing high-net-...SeniorHigh net worth- ...manage and grow complex trust relationships. You will ensure adherence to compliance and assist with estate planning for high-net-worth clients. The ideal candidate has a Juris Doctor (JD) or CTFA, with at least 7-10 years of relevant experience in trust administration. This...SeniorHigh net worth
$102k - $190k
...Sales & Service We're seeking a Senior Private Banker to join our team... ...relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region. We're also open to... ...objective of becoming their trusted advisor. Leads a deal team to meet...SeniorHigh net worthContract workPart timeLocal areaShift work- Publicis Groupe ANZ is seeking an Advisor in Client Leadership to lead a team of Account Executives in Westminster, Colorado. This position... ...years of experience and an ability to cultivate strong relationships with senior management. #J-18808-Ljbffr Publicis Groupe ANZSenior
- Publicis Groupe Holdings B.V is seeking an Advisor in Client Leadership. This role involves leading a team focused on data-driven solutions for nonprofit partners. The ideal candidate will exceed sales targets, drive client success, and ensure operational efficiency. With...SeniorFlexible hours
- Epsilon is seeking a dynamic Advisor in Client Leadership located in Westminster, Colorado. In this role, you will lead a team of data-focused Account Executives, focusing on fostering client relationships within the nonprofit sector. Your strategic leadership will drive...SeniorFlexible hours
- Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term client relationships. This role requires at least 5 years of experience, a proven track record in client acquisition, and a background in financial...SeniorHigh net worth
- 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
- Publicisgroupe is seeking an Advisor, Client Leadership in Westminster, Colorado, to lead a team of Account Executives focused on nonprofit fundraising. The ideal candidate has over 8 years of leadership experience and expertise in data-driven marketing. This role involves...SeniorFlexible hours
- ...succeed and the autonomy to reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation... ...skills who thrives in a growing environment and providing clients with exceptional services. What it Means to Work forEisnerAmper...SeniorHigh net worthLocal area
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