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
...Job Title Responsible for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Job Description Activities include, but not limited to renewal marketing, handling client questions and requests, completing an annual...SeniorHigh net worthTemporary workLocal areaFlexible hours- ...Senior Wealth Strategist opportunity in Denver to serve sophisticated HNW clientele with deep expertise in estate planning, tax strategies... ...Relationship Managers and clients to develop comprehensive... ...between clients and external advisors (attorneys, CPAs) Develop written...SeniorHigh net worth
$185k - $250k
...SENIOR ATTORNEY WITH 8+ YEARS OF EXPERIENCE Tuthill & Hughes LLP seeks a senior-level attorney to join our private wealth practice in... ...combines the technical expertise and complexity of a leading private-client practice with the direct client relationships, professional...SeniorHigh net worthFull timePrivate practiceWork at office$200k - $240k
...to doing what’s right for our clients.At CIBC, we embrace your strengths... ....comWhat you'll be doingAs 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 implement...SeniorHigh net worthFull timeRemote work- ...Senior Attorney OpportunityWhat if you could choose how many hours you bill and still do the most sophisticated wealth-transfer work in Colorado? A top-tier Denver private-client practice is adding a senior attorney who wants both.The OpportunityYou'd work directly with...SeniorHigh net worthPrivate practice
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$90k - $110k
...Tax Senior / Supervising Senior Associate At GHJ we help our people and clients pursue their passions, build thriving businesses, and... ...accountants; we want to be true advisors and collaborators with our... ...developing a high net worth (HNW) practice to address the needs...SeniorHigh net worthLocal areaWorldwide- ...Company are proud to be exclusively retained by our client, a prominent commercial real estate investor, to appoint a Senior Director of Investor Relations/Investment... ...major financial institutions, family offices, and HNW investors.Proficient in crafting technical materials...SeniorHigh net worthInterim role
- ...team. 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...SeniorHigh net worthWork at officeRemote workFlexible hours
- ..., and local tax returns for individuals, partnerships, S corporations, and corporations Assist with tax planning strategies and client advisory projects Research tax issues and prepare technical tax memos Work directly with clients to gather information and answer...SeniorHigh net worthLocal areaFlexible hours
- ...Senior Wealth Advisor – Multi-Family Office About the Opportunity A premier, rapidly growing Multi-Family Office is seeking an experienced... ...is a unique opportunity for an Advisor with an established client base to transition into a high-caliber firm that offers the...SeniorHigh net worthWork at office
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...management advice and building long‑term relationships with clients. The role partners closely with high–net‑worth individuals...SeniorHigh net worth
$100k - $175k
...Senior Advisor/ Director of Sales | Stealth Wealth Management Onsite (Denver, CO) | Full Time We is seeking an accomplished Senior Advisor... ...someone who can personally develop and manage high-net-worth client relationships while coaching other advisors, reinforcing sales...SeniorHigh net worthFull timeWork at office10 hours per week- ...office overseeing a diverse portfolio of business, investment, trust, nonprofit, and foundation-related activities in the search for a Senior Tax Manager . The family office supports approximately 140 entities across a broad range of asset classes and industries...SeniorHigh net worthWork at office
- Finance Pals is seeking experienced tax professionals to support trusts and estates (1041), nonprofits (990), and high-net-worth individual returns (1040). This role offers part-time, remote work with autonomy and a flexible schedule, plus the option to keep your own practice...SeniorHigh net worthRemote jobPart timeFlexible hours
- ...the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Associate to join the Affordable Housing practice. We are looking... ...setting and demonstrates a commitment to delivering exceptional client services. What it Means to Work for EisnerAmper: You will get to...SeniorHigh net worthLocal area
- Finance Pals provides bookkeeping, tax and CFO help for startups and small business clients. We all wanted more than traditional jobs offered, so we built flexible, remote work that leaves room for life beyond work. We're adding experienced tax people for trusts and estates...SeniorHigh net worthRemote jobPart timeFlexible hours
- ...to-day contact for a portfolio of Family Office relationships. You’ll own complex private client programs from renewal through ongoing service and act as a consultative risk advisor to families and their advisors. You’ll work alongside relationship leaders, producers and...SeniorHigh net worthWork at office
- ...by appointment, and virtually, delivering trusted financial guidance and a digital-first experience. The role emphasizes building client relationships, processing basic transactions, and opening accounts while educating customers on online and self-service tools. The...Senior
$141k - $290k
...Senior Manager Tax Position Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals... ...at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and...SeniorHigh net worthImmediate startFlexible 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
$100k - $160k
...Tax Senior Join a family owned and operated CPA/Tax and wealth management firm. Mid-level tax role requiring 5+ years of professional... ...The Tax Senior will demonstrate technical expertise and manage client relationships with professionalism and attention to detail....SeniorHigh net worthSelf employmentSeasonal workWork at office- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities...SeniorHigh net worthWork at office
$140k - $250k
...our mission, it’s what we do every day for clients and associates. Learn more about... ...individual to fill the position of a full-time Senior Private Banker at our Denver, CO location... ...individuals and families. As a trusted advisor, this position manages the clients’...SeniorHigh net worthFull timeFlexible hours- IntroductionAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free... ...Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance...SeniorHigh net worth
$52.6k - $98k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful...High net worthRemote jobMinimum wageLocal areaNight shift- ...Tax Senior Colorado public accounting firm with fantastic culture is seeking a Tax Senior. They are looking for a person who loves... ...You will join a high performing team that works on a variety of clients. Job: Review complex U.S. and multi-state income tax...SeniorHigh net worthSummer workWork at officeHome office
$95k - $125k
Senior Tax AssociateLocation: Boulder, CO | Denver, CO | Durango, COSalary:$95,000 - $125,000 + Benefits (Commensurate with experience... ...firm in Boulder that serves as a true growth partner to our clients. By focusing on innovative industries-including technology, real...SeniorHigh net worth- ...Senior Associate, Tax - FundsWalton Enterprises is seeking a skilled, highly motivated and entrepreneurial individual to join the team... ...tax compliance and planning. The tax team serves as family advisors and assists in tax planning and strategy. They also support Walton...SeniorHigh net worthWork at officeRemote work
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