Senior Wealth Management Professional

We are seeking a highly skilled Wealth Management Professional to join our team at Oak Capital Management, LLC. As the founder and Managing Partner, Troy R. Barrentine has a proven track record of success in retirement, portfolio management, and estate planning.The ideal candidate will have a strong background in finance, including certifications such as...

As a Wealth Management Professional at Capstone Colorado, you'll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation. Our cutting-edge technology platforms and tools will enable you to serve your clients more effectively.You'll also benefit from our diverse portfolio of...

We are looking for a highly skilled Wealth Management Coordinator to join our team at Jobot. As a key member of our wealth management team, you will play a critical role in delivering exceptional client service and developing tailored financial solutions.Key ResponsibilitiesCollaborate with senior wealth managers to develop and implement comprehensive...

About the OpportunityWe are seeking a highly skilled Senior Wealth Planning Executive to join our team at First Western. As a key member of our organization, you will play a vital role in helping high-net-worth clients achieve their financial goals.Your primary responsibility will be to design and deliver comprehensive wealth planning solutions that exceed...

We are Sunflower Bank, a dynamic financial services provider committed to serving our community. We are seeking a skilled Wealth Management Account Administrator to join our team.The successful candidate will possess strong leadership, communication, and project management skills, with the ability to collaborate with various departments to achieve our...

We are looking for a talented Wealth Management Expert to join our team at Capstone Colorado - a MassMutual firm in Denver, CO.Estimated salary: $85,000 - $115,000 per yearAs a Comprehensive Financial Advisor, you will play a key role in helping clients achieve their financial goals. Our team is dedicated to providing customized financial solutions that...

Job SummaryWe are seeking an experienced investment leader to join our team as a Managing Partner at Oak Capital Management, LLC. This is a unique opportunity for a seasoned professional to lead our business and help clients achieve their personal and financial goals.About the CompanyOak Capital Management, LLC is a full-service wealth management firm...

Opportunity SummaryWe are seeking an experienced and skilled Chief Wealth Management Strategist to join our team at First Western. This role offers a unique opportunity to leverage your expertise in wealth management to drive business growth and excellence.

**About the Role**This leadership position offers an exciting opportunity for an experienced professional to drive our wealth management business forward. As a key member of our team, you will play a vital role in shaping our strategic direction and delivering outstanding results.

Job OverviewHarrison Gray has partnered with a prestigious Private Wealth Management firm in Colorado. This firm specializes in fee-based discretionary asset management for high-net-worth individuals and families, customizing portfolios based on their financial goals and working closely with clients, tax advisors, and estate attorneys to form a comprehensive...

Job SummaryWe are seeking a highly experienced Senior Tax Professional to join our team at SC Tax Group. As a Tax Preparer/Supervisor/Manager, you will be responsible for preparing and reviewing tax returns for our high wealth clients in the real estate industry.

Career OpportunityThe Retirement Wealth Manager position at Kestra Financial Independent Advisor offers a unique opportunity to grow your career in the financial services industry. As an Associate Advisor, you will work closely with experienced financial advisors, participate in client meetings, and develop your skills and knowledge in comprehensive...

**Job Description**We are seeking a seasoned Executive Director, Wealth Management to lead our private wealth division. This individual will be responsible for developing and executing strategies to enhance client engagement, drive revenue growth, and build strong relationships with our clients and external partners.

About the OpportunityA top Private Wealth Management firm in Colorado seeks an experienced Financial Advisor to join their team. With 7-10 years of industry experience, you'll have the opportunity to develop new business and maintain strong relationships with clients.This role involves working closely with clients, their tax advisors, and estate attorneys to...

Job Title: Senior Tax ProfessionalWe are seeking a highly skilled Senior Tax Professional to join our team at Platform Accounting Group. This is an exciting opportunity for a seasoned tax professional to work with a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and...

Unlock Your Potential as a Senior Care Lead ProfessionalSunrise Senior Living, a leading provider of senior care services, is seeking an experienced Senior Care Lead Professional to join our team. As a vital member of our community, you will play a key role in ensuring the highest quality of life for our residents.About Sunrise Senior LivingWe are passionate...

**Join Our Team of Leaders**We are seeking a seasoned leader to join our team as a Managing Partner with Sports Background at Pogue Region - Modern Woodmen of America. As a member of our team, you will have the opportunity to drive business growth, develop and implement strategies, and foster a culture of continuous learning and professional...

About Sunrise Senior LivingSunrise Senior Living has championed quality of life in senior care for over 30 years. We believe that our team members are our greatest resource and are looking for individuals who share our commitment to providing high-quality care for seniors and their families.Job OverviewWe are passionate about our mission - to champion...

Job SummaryWe are seeking a highly skilled Wealth Management Team Lead to join our team at IWP Family Office. The successful candidate will be responsible for coaching, facilitating, and managing a breadth of financial and non-financial activities associated with our high net worth clients.Duties and ResponsibilitiesParticipate in brainstorming sessions on...

About the Role: We are seeking a highly skilled Senior Care Professional to join our team at Balfour Senior Living in downtown Denver. As a member of our care team, you will provide exceptional support and care to our residents, ensuring their physical, emotional, and social well-being.In this role, you will work closely with our licensed nurses to deliver...