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
...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$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- A leading insurance brokerage is looking for a qualified candidate to manage high net worth and affluent client accounts in Denver, Colorado. This role involves maintaining client relationships, providing technical insurance expertise, and achieving high retention rates...SeniorHigh net worth
- ...Tax Manager / Senior Tax Manager / Tax Director - High-Net-Worth Focus (Hybrid - Greenwood... ...often comes with big firm life? One of my client firms in Greenwood Village, CO is adding... ...public accounting experience, ideally with HNW, trust, or estate exposure ~ Comfortable...SeniorHigh net worthWork at officeFlexible hours
$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- Bank of Montreal is seeking a Senior Private Banker in Denver to develop and manage relationships with high-net-worth clients. This role involves providing expert advice on complex... ...development skills, to become a trusted advisor. #J-18808-Ljbffr Bank of MontrealSeniorHigh net worth
- 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
- ...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
- ...Aurora, Colorado, is looking for experienced Financial Advisors or Private Bankers to join as senior partners. This role offers the opportunity to work... ...have a proven ability to build relationships with HNW/UHNW clients and must hold the necessary financial licenses....SeniorHigh net worthWork at office
- ...Tax Senior - Public Accounting Firm | Greenwood Village, CO Flexible • Hybrid • Family-... ...role that values quality of life as much as client service? Our Greenwood Village-based... ...client base is approximately 55% Individual/HNW Individuals, 25% trusts, 15% businesses, and...SeniorHigh net worthWork at officeRemote workFlexible hours
- ...Job Description Job Description 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...SeniorHigh net worthFlexible hours
$125k - $180k
...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- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry Non-Profit Organization Management Type Non Profit Founded 2017 Employees 11-50 Categories ~ Non-Profit &...SeniorHigh net worth
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior... ...a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra-high net worth ("UHNW... ...directly with Financial Advisors and their clients. What will you...SeniorHigh net worthTemporary workFlexible hours- RubinBrown LLP in Denver is seeking a Private Client Services Tax Manager to provide exceptional service to high net worth individuals and manage a dedicated team. The successful candidate will possess a CPA and a Bachelor’s degree in Accounting, along with at least five...SeniorHigh net worth
$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 implement... ...between clients and outside advisors (i.e., attorneys, CPAs) to...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
- EisnerAmper is actively seeking a Tax Senior Manager in Denver to lead the Private Client Services practice. This role involves overseeing multiple client engagements, demonstrating strong leadership skills, and ensuring high-quality tax compliance for ultra-high net worth...SeniorHigh net worthPrivate practice
$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- ...Tax Staff / Tax Senior Location: Denver Metro - Denver Tech Center (Hybrid) A growing CPA firm in the Denver Tech Center area... ...approximately 30 employees this year due to strong demand and continued client growth. This is a great opportunity for someone looking to...SeniorHigh net worth
$90k - $110k
...Description GHJ is looking for a Tax Senior / Supervising Senior Associate... ...At GHJ we help our people and clients pursue their passions, build... ...; we want to be true advisors and collaborators with our clients... ...developing a high net worth (HNW) practice to address the needs...SeniorHigh net worthLocal areaWorldwideDay shift$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$130k - $140k
...Job: Manage and lead team of primarily remote 7+ CPA's, Tax professionals and Accountants providing bookkeeping Manage client relationships Analyze, research and provide tax planning for clients. Strategy/planning is currently 60% of the firm's work Review...SeniorHigh net worthWork at officeRemote workFlexible hours$102k - $190k
...We're seeking a Senior Private Banker to join our team in Denver. The ideal... ...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...SeniorHigh net worthContract workPart timeLocal areaShift work- 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
- ...Job Description Job Description Senior Tax Manager Public Accounting | Leadership Opportunity... ...strong middle-market and high-net-worth client base while playing a key role in... ...Client Leadership Serve as a primary advisor to business owners and individual clients...SeniorHigh net worth
- 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
$90k - $95k
A wealth management firm is seeking a Senior Tax Associate to support high-net-worth clients. Responsibilities include preparing tax returns, developing estimates, and direct client communication. This role offers a collaborative culture and strong support for CPA/EA pursuits...SeniorHigh net worthRemote job
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