Senior Wealth Advisor
$200kLeah Yosef International
Uncompromisingly independent employee owned 9B AUM Multi‑Family Office seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra‑high net worth individuals and families in Denver (5M-500M+ Level Clientele). Clear track to equity. Highlights Lead and manage relationships with high-net-worth and ultra-high-net-worth clients, while driving growth in the Denver market (300M+ AUM) Cutting edge, holistic private wealth services for high-net-worth individuals and families with 5-50M of investable assets Comprehensive Family Office services support families with $50M–$500M+ balance sheets, including bill pay, concierge, aviation, lifestyle management, philanthropic advisory and in‑house trust & estate and tax expertise Institutional-quality investment platform with liquid and illiquid alternatives Collaborative, entrepreneurial, client-centric culture with strong operational infrastructure Compensation Parameters The firm is highly profitable, committed to long-term independence, and to expanding ownership participation across employees Meaningful equity opportunities available at a firm in which more than 1/3 of employees own dividend‑paying true equity Compensation package includes commensurate guaranteed compensation ($200,000+), sign‑on bonuses, and equity participation well above market standards Potential for equity to be granted at a discounted internal valuation, creating the potential for an immediate and meaningful increase in net worth Hybrid, 3 days a week in office, excellent benefits #J-18808-Ljbffr
- ...Columbia Bank is seeking a Private Client Advisor in Colorado to work with high and ultra‑high net worth individuals, non‑profit organizations... ...deepen client relationships, leveraging investments, banking, wealth and estate planning, and trust services. You will lead a team‑...Senior
- A leading financial services provider is seeking a Senior Wealth Advisor for a remote position in Colorado. The advisor will engage with clients to achieve their financial goals and consolidate assets. Key responsibilities include cultivating relationships, managing customer...SeniorRemote work
- ...client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions,... ...& Experience 5+ years of experience in investment advisory or wealth management Proven, transferable book of business with high-net-...SeniorWork at office
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients...Senior
- Career Headhunter LLC is seeking a Wealth Advisor based in Aurora, Colorado, who will focus on building long-term relationships with clients while using comprehensive planning strategies to achieve their financial goals. This role entails conducting financial reviews,...Senior
- 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...Senior
$125k - $175k
First Western Trust is seeking an experienced SVP Trust Officer in Englewood, Colorado. This role involves managing complex trust relationships and driving business development while ensuring compliance with regulations. You will leverage your extensive experience in trust...Senior$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,...Senior- Leah Yosef International is seeking a Senior Wealth Advisor in Denver to foster relationships with high net worth clients and manage their wealth efficiently. The ideal candidate will lead growth initiatives in a client-centered culture. Excellent compensation is offered...SeniorWork at officeRelocation package3 days per week
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Lone Tree, Colorado. This role focuses on delivering personalized investment advisory services within a dedicated team, empowering clients to manage complex portfolios effectively. Ideal candidates will have a...Senior
$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...Senior- Bank of Montreal is seeking a Senior Private Banker in Denver to develop and manage relationships with high-net-worth clients. This role... ..., along with strong analytical and business development skills, to become a trusted advisor. #J-18808-Ljbffr Bank of MontrealSenior
$102k - $190k
BMO U.S. is seeking a Senior Private Banker in Denver to manage high-net-worth client relationships and provide tailored financial solutions. The ideal candidate will have at least 7 years of relevant experience, along with a strong track record in business development...Senior- Charles Schwab is seeking a Sr. Manager, Wealth Advisor located in Lone Tree, Colorado. In this role, you'll manage client relationships, provide tailored investment guidance, and collaborate with your advisory team to ensure clients achieve their long-term financial goals...SeniorWork at office
$166k - $249k
Director, Senior Wealth Advisor Location: Cherry Creek, CO (In-Office) Job Type: Full-time Exempt Salary: $166,000 - $249,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be submitted for consideration no later...SeniorFull timeWork at officeFlexible hours$77k - $202k
...models, improving decision support, and enabling the deployment of modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver high-quality client solutions, and support the execution of transformation...SeniorFull timeH1b$80k - $110k
...We are hiring a Senior Finance Associate to handle the execution layer of venture fund accounting and investor relations finance — freeing... ...capital account schedules, tracking PCAP inputs from sub-advisors, assisting with quarterly valuation workbook updates, and maintaining...SeniorWeekend work- ...where you can help build a better world of work, think of Gallagher. How You’ll Make an Impact Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants. You will prospect...SeniorFull timeLive outWork at officeLocal areaFlexible hours
$120k
...clients in the door every month - asking to talk to one of our advisors. You will specialize in working with individuals interested... .... Just honest, expert advice designed to protect and grow your wealth. Clarity Over Complexity We believe financial planning should...SeniorWork at officeRemote workWork from homeFlexible hours$81k - $147.64k
Baker Tilly US in Denver is looking for a Financial Institution Senior Consultant with a focus on SOX and FDICIA compliance. The position involves engaging with clients to identify and manage compliance risks, implementing regulations, and advising on strategic business...Senior- Workiva is looking for a Senior Solution Consultant to provide pre-sales support, demonstrate our platform, and guide customers through technical validation and value-based demonstrations. You will connect customer outcomes to platform capabilities, rapidly iterate solutions...Senior
$120k
...successful marketing program to enhance financial relationships. The position offers a base salary of $120,000 with potential earnings up to $300k, including generous benefits like a 401(k) with company match and comprehensive health coverage. #J-18808-Ljbffr Q3 AdvisorsSeniorRemote job- A growing finance consultancy is seeking a Senior Consultant for their Professional Services team in Denver, Colorado. The role requires a Bachelor's degree in Accounting or Finance and a minimum of one year of relevant experience, preferably with the Big 4. Responsibilities...Senior
- A community health organization in Colorado is seeking a candidate to administer Medicaid Presumptive Eligibility and financial assistance programs. This role involves liaising between patients, physicians, and community agencies, performing financial screenings, and counseling...SeniorRemote work
- Workiva Inc. is seeking a qualified candidate for a role focusing on customer engagement within the Financial Services industry. The position entails driving customer success through product demonstrations and collaborative account planning. Minimum qualifications include...SeniorRemote work
- RSM US LLP in Denver is seeking a Senior Associate for our Finance as a Service (FaaS) practice. This hybrid role offers diverse opportunities in managing financial operations for private clients across several industries. You'll serve as a key contact, managing financial...SeniorFlexible hours
- A renewable energy company based in Nashville, TN is seeking an Associate/Sr. Associate in Project Finance to support financing efforts for solar projects. Responsibilities include coordinating due diligence, managing data sites, and updating financial models. Candidates...Senior
$90k - $120k
Overview Senior Financial Analyst (Associate) role at Vorto. Base pay range: $90,000.00/yr - $120,000.00/yr. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. About the Role Are you passionate about leading operational...Senior$90k - $115k
Advanced Engineering and Environmental Services, Inc. is hiring for a financial consultant position in Lone Tree, CO. This role involves supporting utility municipalities with financial planning, budget support, and data analysis. Candidates should have a bachelor's degree...Senior- Get notified about new Senior Risk Management Consultant jobs in United States . 1,000+ Senior Risk Management Consultant Jobs in United States Risk Specialist, Advice and Wealth Management Controls Management Specialist - Governance Risk and Compliance Enterprise Risk:...Senior
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