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Senior Wealth Manager - Hybrid High-Net-Worth Clients
Job in
Johnstown, Weld County, Colorado, 80534, USA
Listed on 2026-01-13
Listing for:
Goodwin Recruiting
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in Colorado is seeking an experienced Senior Wealth Manager to join its Private Wealth practice. This role focuses on serving family office clients and high-net-worth individuals, emphasizing personalized wealth management solutions. Ideal candidates will have over 7 years of relevant experience, CFP certification, and strong tax and estate planning knowledge. The firm offers a hybrid work schedule, performance bonuses, and an extensive benefits package.
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Position Requirements
10+ Years
work experience
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