Sr. Wealth Advisor
Mangrum Career Solutions LLC
Senior Financial Wealth Advisor
Opportunity
- Seeking an experienced Wealth Advisor with an established book of business and approximately $1MM+ in Assets Under Management (AUM) .
- Opportunity for an advisor who is ready for greater flexibility, autonomy, and ownership .
- Potential for firm equity and increased control over the P&L .
- Ideal opportunity for an advisor who wants to have greater ownership and control over the business they have built.
Compensation
- Compensation is based directly on the value of the AUM the advisor brings to the firm.
- Earning potential is tied to the advisor's established book of business and contribution to the firm.
Candidate Requirements
- Must be an experienced Wealth Advisor with a proven track record.
- Must have approximately $1MM+ in AUM to bring to the firm.
- Must currently be established in the Boulder, Colorado area .
- Local candidates only — relocation candidates will not be considered.
Ideal Candidate
- Successful advisor looking to take the next step toward greater independence and ownership .
- Values flexibility and increased influence over business operations and financial performance.
- Interested in building long-term equity and ownership in the business rather than simply managing a book of clients.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Sr. Wealth Advisor in Boulder, CO vacancy
$140.3k - $210.5k
...consulting engagements to help solve their business needs using the Workday application. Responsible for acting as a trusted Workday advisor, you will have the opportunity to assist customers with how-to questions, troubleshoot and guide customers through configuration,...SeniorFull timeRemote workHome officeFlexible hours- DescriptionPosition OverviewWe are seeking a Senior FP& A Analyst to serve as a strategic finance partner supporting business leaders across operations, engineering, product development, and commercial teams. This role will be responsible for financial planning, forecasting...Senior
$115k - $175k
...below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical...SuggestedContract workTemporary workWork at officeLocal areaFirst National Bank of Omaha
Boulder, CO1 day ago$114k - $130k
ENABLE your future through light. Excelitas is a global technology leader with more than 7,500 employees, focused on delivering market-driven solutions to fulfill the illumination, optical, detection and imaging needs of OEMs and end-users across the biomedical, semiconductor...SeniorTemporary workWork experience placementShift work$90k - $120k
...more. Join our innovative and dynamic company as we build, test and operate the small spacecraft of the future. Position Purpose The Sr. Financial Analyst willbe responsible fortracking, analyzing and cost controls associated with multiple projects.We areseekinga hard-...SeniorFull timeWork at officeRelocation packageBluecanyontech
Boulder, CO13 hours ago- Objective You\'ll be a force multiplier for the VP of Finance, building deep fluency in Sunday\'s core financial and operating metrics so you can represent finance credibly in rooms the VP of Finance can\'t always be in. You won\'t own the forecasting models, cash model...SeniorRemote work
Omaze
Boulder, CO2 days ago - ...software developers dedicated to delivering advanced, intelligent technology solutions in defense of our nation.Davidson is seeking a Sr. Principal Software Engineer in Boulder, Colorado. As a Sr. Principal Software Engineer, you will be responsible for the design,...Senior
Davidson Technologies, Inc.
Boulder, CO2 days ago $85.77k - $148.76k
...for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through...SeniorFull timeTemporary workWork experience placementSecond jobLive inRemote workWorldwideRelocationFlexible hoursS&P Global
Boulder, CO1 day ago- ...software developers dedicated to delivering advanced, intelligent technology solutions in defense of our nation.Davidson is seeking a Sr. Principal Configuration Analyst (Lead) in Boulder, Colorado. The Sr. Principal Configuration Analyst (Lead) will anchor the...SeniorImmediate start
Davidson Technologies, Inc.
Boulder, CO22 days ago - ...developers dedicated to delivering advanced, intelligent technology solutions in defense of our nation.Davidson is seeking a Principal/Sr. Principal DevSecOps Engineer (Level 3/4) - Boulder, Colorado in Boulder, ColoradoThe Principal/Sr. Principal DevSecOps Engineer must...SeniorWork experience placement
Davidson Technologies, Inc.
Boulder, CO22 days ago - First Interstate Bank seeks a Credit Analyst III to collaborate with relationship managers in gathering and evaluating commercial credit information. You will prepare detailed analysis of financial statements, cash flow projections, and risk factors to support underwriting...Senior
$200k - $250k
...and operational implications and communicate proactively with internal teams and customers. Serve as a technical expert and trusted advisor to customers and sales prospects, including leading executive-level discussions, supporting strategic account conversations, and...Work at officeRemote workFlexible hoursAfternoon shift- Grey Matters Defense Solutions, LLC in Boulder, CO seeks a Principal/Senior Principal Algorithms Software Engineer to design, develop, and deploy advanced software and mathematical algorithms for tracking and state estimation in defense applications. The role emphasizes...Senior
- Grey Matters Defense Solutions, LLC seeks a Principal/Senior Principal Algorithms Software Engineer in Boulder, CO to design, develop, test, and document advanced software and mathematical algorithms for missile tracking applications. You will work in a fast-paced R&D ...Senior
- Grey Matters Defense Solutions is seeking a Principal/Senior Principal Algorithms Software Engineer in Boulder, CO to design, develop, test, and document advanced software and mathematical algorithms for DoD/IC applications. You will work in a fast-paced research environment...Senior
- Job-ID32483116Reference26-01053Remote50% Remote Job Description: Manager is looking for a Sr R&D Engineer that would perform test method dev and validation, fixture and tooling design using SolidWorks, updates to product drawings using SolidWorks, as well as creation of...SeniorContract workRemote work
- Job-ID32273559Reference26-00607 Job Description: We are seeking a highly motivated and qualified individual to join our Clinical Department as a Senior Statistical Programmer and work as part of a team to drive success. Ideal candidates will be self-motivated, independent...SeniorShift work
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Boulder, CO18 hours ago$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors...Full timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Boulder, CO3 days ago$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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Boulder, CO4 days ago$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full‑time student; juniors and seniors preferred...Full timeInternshipLocal areaFlexible hoursUnavailable
Boulder, CO2 days ago- Job-ID32210940Reference26-00528 Responsibilities: Provide leadership, strategic planning, direction and implementation of clinical systems for data collection which may include vendor selection, budgeting, resource planning, vendor oversight, EDC build and study timelines...Senior
- Senior Product ManagerWe are hiring a Senior Product Manager to own strategy, roadmap, and lifecycle for NetApp's ONTAP systems platforms, the unified data-management platforms at the core of our Enterprise Storage business.This is a strategic, cross-functional product ...Senior
- ...Sr Process Engineer Location: Boulder, CO (Onsite) Duration: 24 Months Pay Rate: $55–60/hr W2 Must-Have Skills # Process Validation (IQ/OQ/PQ) – Hands-on validation protocol development and execution. # Capital Project Management – Experience leading medium...Senior
Artech
Boulder, CO4 days ago $140k - $170k
Description About the Role: We are seeking a highly skilled Senior Software Engineer with deep expertise in FreeBSD and low-level systems programming. The ideal candidate will have significant experience integrating hardware with the FreeBSD operating system,...SeniorFull timeLocal areaFlexible hoursSpectra Logic
Boulder, CO18 hours ago$100k - $130k
Senior Financial Analyst Salary: $100-130K base comp Senior Financial Analyst - Why This Opportunity Stands Out We are seeking a Senior Financial Analyst to join a global, technology-driven advanced manufacturing organization in the Boulder...SeniorWork at officeWork from homeCreative Financial Staffing
Boulder, CO1 day ago$117.68k - $175.05k
OverviewSRI's Applied Physics Laboratory, in Boulder, CO, has an opportunity for a Sr Photonics Research Engineer with experience as a technical leader in photonic integrated circuits to execute on a variety of projects ranging from optical phased arrays to microwave photonic...SeniorContract work$77k - $108k
Job Description Job Description AVP, Senior Credit Analyst Location: Boulder, CO (In-Office) Job Type: Full-Time Exempt Salary: $77,000 - $108,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be...SeniorFull timeWork at officeFlexible hoursFirst Western
Boulder, CO2 days ago- Company Description We spend a great deal of our time online. Whether it’s for information, commerce, or entertainment, each of us has come to depend on what we research, discover, and share. Publishers – those who create and curate content – are what makes the Internet...SeniorFull time
Sovrn
Boulder, CO18 hours ago $80k - $90k
...Program Overview The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion... ...Acumen Business Development Oral Communications Prospecting Wealth Planning Analytical Thinking Client Experience Branding Client...Interim roleLocal areaImmediate startShift workDay shiftBank of America
Boulder, CO1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr. Wealth Advisor. Be the first to apply!
Related searches
- financial advisor development program Boulder, CO
- jde finance consultant Boulder, CO
- estate planning consultant Boulder, CO
- associate corporate finance Boulder, CO
- wealth advisor Boulder, CO
- financial planning associate Boulder, CO
- financial consultant Boulder, CO
- financial planner Boulder, CO
- financial counselor Boulder, CO
- finance associate Boulder, CO