Wealth Management Expert

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...

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...

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...

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.

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...

Key Responsibilities:Work collaboratively with sales and service teams to achieve revenue, profitability, and client satisfaction targets.Design and deliver wealth planning products.Monitor and control risks related to account administration.Lead and develop a team of professionals.Provide ongoing training.Oversee daily operations of the wealth planning,...

**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.

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...

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...

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...

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...

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 29 offices in 11 States with much more growth on the horizon. As a Senior Tax Advisor, you will have the opportunity to work with...

About the RoleHarrison Gray is partnering with a growing Private Wealth Management firm in Colorado to find an experienced Financial Advisor. This is an excellent opportunity for someone looking to grow their career and develop new business.In this role, you'll work closely with clients to create personalized financial plans, leveraging your expertise and...

Job DescriptionAs a Home Services Expert with Northpoint Asset Management, you will be responsible for performing general maintenance and repairs in various areas of residential construction. Your tasks will include completing jobs efficiently and in accordance with industry standards and company guidelines.You will also assist with project management...

Job Opportunity: Expert Tax Guidance LeadWe are seeking a highly skilled Expert Tax Guidance Lead 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...

Job Title: Strategic Partnership Leader**About Us:**Oak Capital Management, LLC is a leading financial services firm dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals provides expert guidance on investment management, estate planning, and wealth protection.**Estimated Salary...

About the OpportunityArdent Mills is seeking an Incident Management Expert to join our team. As an Incident Management Expert, you will be responsible for analyzing and resolving incidents related to the D365 platform, coordinating with business users and IT teams, and monitoring and reporting on incident management metrics. This role requires strong...