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With a highly customized, client-first approach, the firm manages sophisticated, multi-faceted wealth strategies that extend well beyond traditional investment management - from complex tax and estate planning to direct business acquisitions and high-impact philanthropy. Naviga Recruiting & Executive Search is a leading provider of Executive Search, Leadership, Individual Contributor, and Contingent Workforce Solutions, empowering businesses to achieve their strategic objectives through expert talent acquisition.

Naviga

Relationship Manager

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C ALPS Advisors is a growing ETF issuer offering differentiated investment solutions across income, infrastructure, energy, commodities, and alternative strategies.

SS&C

External Wholesaler/Sales Executive

Cetera Financial Group (CFG) is currently seeking a Regional Business Development Manager who will lead the Business Development process by driving the recruitment of Financial Advisors into CFG's network of Broker-Dealers. This is a pivotal role responsible for presenting and representing CFG as the wealth management firm of choice for independent, growth-oriented Financial Advisors.

YEAR

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Regional Business Development Manager

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FULL_TIME

We are seeking a detail-oriented Planning Coordinator to manage planning workflows and support Senior Planners, Financial Advisors, and Wealth Managers serving high-net-worth and ultra-high-net-worth clients. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed.

D.A. Davidson

Planning Coordinator

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This role focuses on developing officers in a positive and collaborative environment, working with officers to ensure outstanding client service, expansion of existing client relationships, business development strategies, and organic sales growth through trusted client relationships and advisor collaboration. This includes the diagnosis of client needs through advanced discovery, the navigation of sensitive conversations with diplomacy, and the ability to influence decisions by translating planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

Alpine Bank

VP, Client Service and Sales Manager

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Wealth Management Business Development & Field Training organization supports the Firm's Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.

Morgan Stanley

Insured Solutions Director - Vice President/Executive Director

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Develop Enhanced Investment Capabilities (when needed): private equity, column funds, private lending, DAF, sig choice models – things we are eligible to integrate that would benefit specific circumstances but may not be suitable for all clients. The Director of Investments for Viv Wealth is responsible for overseeing the investment department of the client services team, ensuring exceptional service delivery, and implementing strategic initiatives to enhance client satisfaction and operational efficiency.

Northwestern Mutual - Denver

Director of Investments

Develop Enhanced Investment Capabilities (when needed): private equity, column funds, private lending, DAF, sig choice models – things we are eligible to integrate that would benefit specific circumstances but may not be suitable for all clients. The Investment Strategist for Viv Wealth is responsible for overseeing the investment department of the client services team, ensuring exceptional service delivery, and implementing strategic initiatives to enhance client satisfaction and operational efficiency.

Investment Strategist

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Wealth Advisor Jobs in Denver, CO

Relationship Manager Naviga

External Wholesaler/Sales Executive SS&C

Regional Business Development Manager Cetera Financial Group Inc

Planning Coordinator D.A. Davidson

VP, Client Service and Sales Manager Alpine Bank

Insured Solutions Director - Vice President/Executive Director Morgan Stanley

Director of Investments Northwestern Mutual - Denver

Investment Strategist Northwestern Mutual - Denver

Entry-Level Financial Planner - CO, Englewood (5266) Equitable Financial Life Insurance Company

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