73 senior advisor jobs at 48 companies in Fraser, CO
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Senior Advisor
Wheat Ridge, Colorado, United States
OnsiteFull Time
Foundation Automotive Corp: Private North American automotive retailer operating new- and used-car dealerships, financing, maintenance, and repair services.
1+ YOEExperience as a service advisor or related; strong customer service, basic computer skills, ability to lift 50 pounds, 1 year in service department, high school diploma.
First Western TrustNASDAQ: MYFW: Private bank serving high-net-worth individuals, families, and business owners with banking, lending, wealth management, and trust services.
10+ YOE5+ MgmtBachelor’s degree in business, finance, or related field required; 10–15 years of wealth management experience, 5–7 years of management experience, and CFP certification within 18 months required.
Burns Auto Group: Family-owned Colorado automotive repair group operating seven independently branded shops for Denver-area vehicle owners.
Automotive leadership or management experience, strong Service Advisor experience, European vehicle knowledge, repair shop operations expertise, sales and profitability knowledge, and team leadership skills.
Colorado Department of Education: Colorado’s state education agency supports public schools, educators, students, and families through policy, funding, licensing, and oversight.
9+ YOERequires nine years of combined education and professional experience, including five years developing or implementing Colorado education policy; knowledge of legislation, statutes, budgets, fiscal notes, and stakeholder collaboration.
Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yrHybridFull Time
FTI ConsultingNYSE: FCN: Global business advisory firm helping organizations manage complex challenges.
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA)
Washington or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or San Francisco or Rockville or Philadelphia or New York or Los Angeles
$158k-$371k/yrHybridFull Time
FINRA: Private nonprofit self-regulatory organization that supervises U.S. broker-dealers and protects investors.
12+ YOEBachelor's required, advanced degree (JD/MBA/master's) preferred; 12+ years in securities or market regulation; deep knowledge of FINRA/SEC rules; SIE required within 16 months; strong analytical and communication skills.
PuzzleHR: Provider of HR as a Service and recruitment solutions.
5+ YOE5+ years in fundraising or financial services, experience with advisors and high-net-worth clients, CRM experience, strong communication, relationship-building, and analytical skills; commitment to racial equity.
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Palm Beach or Nevada or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bessemer Investors: Privately owned family office providing investment management, wealth planning, and family-office services to high-net-worth individuals and families.
6+ YOEBachelor's degree in a relevant field, ideally 6+ years of related business experience, strong writing and presentation skills, and organizational, teamwork, and leadership abilities. Series 7 and Series 63 desired.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Salesforce, Trust Builder
Law Contracts Advisor/ Senior Law Contracts Advisor
Denver or Houston or Findlay or San Antonio
$81k-$140k/yrOnsiteFull Time
MarathonNew York Stock Exchange: MPC: Public U.S. downstream and midstream energy refining crude oil, transporting fuels, and marketing Marathon/AR products.
2+ YOEBachelor’s degree and 2+ years of relevant experience, or equivalent education and experience. Desired background in law, compliance, contract management, or business management.
Focus Partners Wealth: SEC-registered investment adviser providing fiduciary wealth management and financial planning to individuals, families, businesses, institutions, and nonprofits.
4+ YOEBachelor's degree, Series 65 or equivalent, 4+ years of financial services experience, financial analysis and planning expertise, and proficiency with financial and CRM tools. CFP or equivalent preferred.
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yrRemoteFull Time
Aprio: Full-service CPA-led business advisory and accounting firm.
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
Phoenix or Boulder or Reno or Salt Lake City or Denver or Santa Fe or Arizona or Colorado or Nevada or New Mexico or Utah
$79k-$124k/yrHybridFull Time
Western Resource Advocates: Regional nonprofit environmental law and policy organization protecting the Interior West’s land, air, water, and climate.
2+ YOE2+ years relevant policy or energy-sector experience (5+ years for senior role); background in economics, public policy, engineering, or related fields; strong writing, quantitative, and stakeholder engagement skills.
Boulder or Denver or Denver or Denver or Fort Collins
$85k-$145k/yrHybridFull Time
Mercer Advisors: Independent U.S. wealth management and financial planning firm serving families and institutional clients as a fiduciary.
7+ YOEBachelor's degree preferred in business, economics, accounting, or finance; 7–10 years related experience; CFP required or accepted alternative designation; Series 65 required unless exempt; advanced financial planning and client relationship skills.
Atlanta or Boston or Chicago or Denver or Los Angeles or New York City or Salt Lake City or San Diego or United States
$123k-$155k/yrRemoteFull Time
DEPT: A global digital agency bridging marketing and technology.
5+ YOE5+ years in value advisory or consulting with financial modeling, executive advisory, stakeholder management, and value realization framework experience.
American Family Insurance: Mutual U.S. insurance providing auto, home, life and business coverage to individuals and businesses.
Experience in product strategy, pricing, P&L accountability, data and financial analysis, lean/agile innovation, product lifecycle and project leadership; regulatory compliance knowledge and ability to lead cross-functional initiatives.
Crusoe: Vertically integrated AI infrastructure and energy.
5+ YOEBachelor's degree or equivalent experience; 5+ years in heavy industrial construction safety; OSHA 30 or OSHA 510, First Aid, CPR, and AED; OSHA and NFPA 70E knowledge; construction-site physical ability.
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
7+ YOEAdvanced wealth planning, taxation, trust and estate, investment, retirement, cash flow, business transition, and philanthropic planning expertise; 7+ years desired. Strong communication and networking skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
7+ YOERequires 7 years of planning-related experience, advanced wealth planning and tax knowledge, strong client and presentation skills, and proficiency with Word, Excel, PowerPoint, WealthMaster, and planning software.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster