A company is looking for a Senior Advisor to support clients with their investment and financial planning needs.Key ResponsibilitiesGrow existing relationships and provide exceptional client experiencesEducate clients on financial planning and investment strategies through calls and video sessionsChallenge the wealth management industry and contribute to team initiativesRequired Qualifications, Training, and EducationMust have either a CFA Level 1 or CIM designationCFP designation is an assetExperience managing and growing client relationshipsBilingual in French and English is considered a strong assetSelf-starter with an entrepreneurial mindset
Senior Financial Advisor
A company is looking for a Senior Advisor to support clients with their investment and financial planning needs. ...
Senior Financial Advisor Denver, CO
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a h...
Senior Financial Analyst, FP&A
As a Senior Financial Analyst at Mercer, you will play a key role in providing insightful analysis to support decision-making processes, driving financial performance and acting as a trusted advisor to business leaders across the organization. We are seeking a collaborative Senior Financial Analyst ...
Senior Corporate Accountant
Corporate Accountant to join our Corporate Accounting/Financial Reporting team at our headquarters in Greeley, Colorado. Mentor and assist with training of other Corporate Accountants. ...
Senior Indirect Tax Accountant
Senior Indirect Tax Accountant. This is an exciting opportunity to work with complex tax issues which have high visibility to senior management. ...
J.P. Morgan Wealth Management - Private Client Advisor - Lakewood, CO (Green Mountain)
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi...
DNP IT Business Analyst Senior
The Treasury Services division of the Federal Reserve Bank of Kansas City (FRBKC) is seeking a Senior Business Analyst to join the Do Not Pay (DNP) program. Completion of business analysis training courses and progress toward business analysis certification preferred. Analyzes business problems and/...
Financial Analyst (Open Rank: Intermediate - Senior)
The CU Department of Anesthesiology seeks a Financial Analyst at the rank of either Intermediate Professional or Senior Professional, dependent on candidate experience, who is responsible for understanding the complexities, systems, and the funds flow between the University of Colorado School of Med...
Business Insurance Client Advisor-2
As a Business Insurance Client Advisor, you will be part of a collaborative team coordinating and providing IMA services to our small commercial lines clients. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial securit...
Senior Financial Analyst
Financial Analyst role on the Technology finance team is responsible for management, coordination of financial Plans, forecasts and ad-hoc reporting for various Technology teams. The successful candidate will be responsible for conducting detailed financial analyses, developing financial models, ann...