Dodds Wealth LLCNewTax Associate Dodds Wealth LLCTax AssociateGreenwood Village, CO$60,000–$90,000 / yearThis role works closely with tax professionals and financial advisors in a collaborative wealth management environment and requires strong technical accuracy, organization, and client service skills. Coordinate with wealth management advisors to support client tax planning needs, including estimated tax calculations, Roth conversion analysis, and year-end planning .
LeidosNewCivil/Structural Engineer LeidosCivil/Structural EngineerDenver, CORemote$73,450–$132,775Clients requiring subject matter expertise consulting could include private equity, infrastructure and hedge funds, investment and commercial banks, private developers, legal and financial advisors, original equipment manufacturers, DOE, and EIA, among others. Our services include engineering, planning, project management, construction management, and commissioning for electric power substations and transmission and distribution lines; protection and controls design; and electrification programs.
LeidosNewSenior Civil/Structural Engineer LeidosSenior Civil/Structural EngineerDenver, CO$92,300–$166,850Clients requiring subject matter expertise consulting could include private equity, infrastructure and hedge funds, investment and commercial banks, private developers, legal and financial advisors, original equipment manufacturers, DOE, and EIA, among others. Our services include engineering, planning, project management, construction management, and commissioning for electric power substations and transmission and distribution lines; protection and controls design; and electrification programs.
bdo consultingNewTax Managing Director, Private Client & Family Office Services bdo consultingTax Managing Director, Private Client & Family Office ServicesDenver, CO$170,000–$225,000 / yearPresents with a high level of competence, confidence, and effectiveness in a variety of settings and to a variety of audiences; presents well to all levels of management, internally and with clients; communicates in a clear and concise manner, and uses impactful and memorable language to emphasize key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately. • Designs integrated solutions for large and complex clients that respond to the specific situation; open to new ideas and solutions, and avoids “locking-in” to a single solution; knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate.
RubinBrown LLPLead Investment Advisor RubinBrown LLPLead Investment AdvisorDenver, COPart timeRubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place. To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise.
Centura Wealth AdvisoryWealth Advisor, Investments Centura Wealth AdvisoryWealth Advisor, InvestmentsCentennial, COThe Wealth Advisor, Investments serves as the investment lead within the Diamond Team, responsible for driving Assets Under Management (AUM) growth, portfolio strategy, and ongoing investment management for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Analyze current and prospective client portfolios to identify gaps, risks, and opportunities; develop customized, tax-aware investment strategies aligned with client goals, liquidity needs, and risk tolerance.
Beacon Pointe AdvisorsNewSenior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorDenver, COThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Curi CapitalNewWealth Advisor Curi CapitalWealth AdvisorDenver, CO$120,000–$200,000 / yearAs a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Beacon Pointe Advisors LLCSenior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorDenver, COThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorGreenwood Vlg, Colorado$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Northwestern Mutual - DenverFinancial Advisor Northwestern Mutual - DenverFinancial AdvisorDenver, CONorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Thornton, CO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Thornton, COThornton, COFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Castle Rock / Lone Tree / Parker, CO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Castle Rock / Lone Tree / Parker, COCastle Rock, COFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Denver, CO (Denver Metro) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Denver, CO (Denver Metro)Denver, COFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Boulder, CO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Boulder, COBoulder, COFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Erie, CO (Lafayette) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Erie, CO (Lafayette)Erie, COFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Aurora, CO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Aurora, COAurora, COFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Castle Rock / Lone Tree / Parker, CO JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Castle Rock / Lone Tree / Parker, COcastle rock, COThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lakewood, CO JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lakewood, COlakewood, COUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorAurora, COFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Thrivent Financial for LutheransFinancial Advisor - Northern Colorado Thrivent Financial for LutheransFinancial Advisor - Northern ColoradoThornton, COThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA+ rating from S&P Global Ratings.
Thrivent Financial for LutheransFinancial Advisor - Denver Metro Area Thrivent Financial for LutheransFinancial Advisor - Denver Metro Areagreenwood village, COThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Career Headhunter LLCFINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLCFINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISORDenver, CORemoteFull timeThis position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.
Columbia BankInvestment Portfolio Analyst Columbia BankInvestment Portfolio AnalystGreenwood Village, CO$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. + Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
Sage HospitalityVice President of Property & Investment Accounting Sage HospitalityVice President of Property & Investment AccountingDenver, Colorado$150,000–$190,000 / yearJob Overview: The Vice President of Property & Investment Accounting is an enterprise accounting leader responsible for the integrity, execution, and strategic oversight of accounting and financial reporting across Sage Hospitality Group’s investment entities, hotels, restaurants, and shared services platform. The VP serves as a key business partner to executive leadership, ownership groups, lenders, and external advisors, delivering accurate financial reporting, strong internal controls, and actionable insights to support a dynamic, growth-oriented hospitality platform.
StifelFinancial Advisor Associate-Investments & Portfolio Analyst StifelFinancial Advisor Associate-Investments & Portfolio AnalystDenver, ColoradoWhat You'll Be Doing: The Financial Advisor Associate – Investments & Portfolio Analyst works closely with a Financial Advisor (FA) to deliver comprehensive, client-centric investment solutions while providing analytical support in portfolio construction, monitoring, and financial planning. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Professions IncFinancial Advisor/Wealth Manager Professions IncFinancial Advisor/Wealth ManagerParker, COConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Corebridge Financial IncFinancial Advisor - Denver, CO Corebridge Financial IncFinancial Advisor - Denver, COdenver, CORemoteWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to workJob DescriptionFinancial AdvisorWho we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. To learn more please visit: www.corebridgefinancial.com#LI-SAFG #LI-Remote #LI-CBFThis role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
First Command Financial Services, Inc.Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsAurora, CODevelop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
Career Headhunter LLCFINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLCFINANCIAL ADVISOR (ENTRY-LEVEL)Denver, CORemoteFull timeThe company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.
Career Headhunter LLCFinancial Advisor Career Headhunter LLCFinancial AdvisorLafayette, COFull timeBig-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Wealth Advisor JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Wealth AdvisorDenver, COFull timeKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Wealth Advisor JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Wealth AdvisorDenver, COKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds).
Career Headhunter LLCEntry-Level Financial Advisor Career Headhunter LLCEntry-Level Financial AdvisorBoulder, COFull timeJoint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool. Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
Carson Group Holdings LLCAssociate Wealth Advisor- Littleton, CO Carson Group Holdings LLCAssociate Wealth Advisor- Littleton, COLittleton, COPart timeDeliver financial guidance, promote suitable investment strategies, and coordinate client service activities to ensure exceptional client experiences. The Associate Wealth Advisor will establish new client relationships while providing advisory services and support to existing clients.
GallagherSenior Financial Advisor GallagherSenior Financial AdvisorDenver, ColoradoThe Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.
U.S. BancorpWealth Management Advisor - Parker, CO U.S. BancorpWealth Management Advisor - Parker, COParker, CO$65,000–$80,200 / yearAn approachable and accessible leadership team that is dedicated to your success and career development A rich product portfolio and open architecture so you can do what is best for your clients A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently All the resources of a Fortune 150 company with the personal feel of a smaller company Marketing warm leads and qualified referrals from across the organization Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools. Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance products and services Knowledge of private banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical and problem-solving skills Excellent interpersonal, verbal, and written communication skills Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes.
UMB Financial CorporationNewManaging Partner, Wealth Advisor UMB Financial CorporationManaging Partner, Wealth AdvisorDenver, CO$120,750–$189,000 / yearThe posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Coordinate the delivery of wealth, financial planning, investment, and estate planning advice for clients, leveraging dedicated financial planners, trust officers and portfolio managers within the practice .
CliftonLarsonAllen LLPWealth Advisor - Wealth Advisory - Denver CliftonLarsonAllen LLPWealth Advisor - Wealth Advisory - DenverDenver, CO$78,300–$151,000 / yearCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Interact with partner areas to help determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution.
First Interstate BankWealth Advisor I First Interstate BankWealth Advisor IDenver, CO$78,540–$125,730 / yearEDUCATION AND/OR EXPERIENCE Bachelor's Degree required Master's Degree preferred 10+ years experience in financial planning, trust, investment, and/or equivalent combination of education and experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. First Interstate BancSystem participates in E-Verify which will require new employees to verify their identity and employment eligibility through the internet-based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS).
ConfidentialNewSenior Wealth Advisor ConfidentialSenior Wealth AdvisorDenver, COSenior Wealth AdvisorAbout the CompanyProminent national investment management firmIndustryInvestment ManagementTypePrivately HeldAbout the RoleThe Company is seeking a Senior Wealth Advisor to take on a leadership role in the continued expansion of its regional presence. The role includes advising clients on a wide range of comprehensive wealth management services, such as tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management.
Ping Identity Holding CorpSenior Principal Value Advisor Ping Identity Holding CorpSenior Principal Value AdvisorDenver, CO$157,000–$178,000 / yearDrive Value Realization & Expansion: On the biggest of accounts, partner with Customer Success and Account teams to define realized value post-sale, quantify outcomes, and translate those results into expansion, renewal, and cross-sell motions. Scale Methodologies: Leverage AI-first thinking - identify and implement initiatives to improve our business value deliverables, contributing to methodologies and tools that scale business value quantification beyond just high-touch engagements.
U.S. BancorpPWM Private Wealth Advisor U.S. BancorpPWM Private Wealth Advisordenver, CO$139,230–$163,800 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Northern TrustSr. Relationship Advisor, Manager Northern TrustSr. Relationship Advisor, ManagerDenver, COFull timeParticipates in hiring process for direct reports; provides feedback for mid-year and annual review and compensation discussions of direct reports with input based on evaluation of subject matter expertise and compliance with best fiduciary and advisory practices; assists trust advisors in development plan design and implementation. Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals.
Fish NetworkNewFund Advisor Fish NetworkFund AdvisorBoulder, CO$75,000–$200,000Fish Network is building the infrastructure for the “Neofund” era, enabling emerging managers to launch compliant, on-chain investment clubs (“Fish Schools”) with built-in custody, governance, and capital formation rails. Unlike traditional crowdfunding portals that act purely as matchmakers (often resulting in poor deal quality and high issuer costs), Fish Network introduces structured coordination, expert-led diligence, and on-chain capital deployment.
First WesternAssistant Director, Senior Wealth Advisor First WesternAssistant Director, Senior Wealth AdvisorBoulder, CO$125,000–$175,000 / yearOur culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways. You will coach and mentor associates, build and maintain client relationships, and partner cross‑functionally with product, compliance, and training teams to ensure exceptional service.
First WesternDirector, Senior Wealth Advisor First WesternDirector, Senior Wealth AdvisorBoulder, CO$166,000–$249,000 / yearThe Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight.
Columbia Banking System IncPrivate Client Advisor Columbia Banking System IncPrivate Client Advisorgreenwood village, CO$100,000–$180,000 / yearExtensive knowledge of Columbia Banking, Trust Services, Taxation planning, Asset Allocation concepts and Investment related products and services.\n Ability to partner with colleagues to identify and service unique clients' needs.\n If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.\n \nTo Staffing and Recruiting Agencies: \n \nOur posted job opportunities are only intended for individuals seeking employment at Columbia Bank.
Columbia BankPrivate Client Advisor Columbia BankPrivate Client AdvisorGreenwood Village, CO$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Walton EnterprisesSenior Advisor Client Services Walton EnterprisesSenior Advisor Client ServicesDenver, Colorado$285,000–$405,000 / yearManage the end-to-end household workplan across internal shared services (Accounting/Finance/FP&A, Technology, HR, Communications, Legal/Risk, Real Estate, Security, Tax/Wealth Planning) and external advisors/vendors. Strong cross-functional project/program management skills (work planning, RACI, dependency/risk management, meeting facilitation, vendor coordination, budgeting basics).