13 senior wealth advisor jobs found

Description This role is primarily remote in the state of Colorado except for required appearances.   At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business. As an Attorney at Liberty Mutual, you’ll join a diverse team that values a healthy work/life balance and enjoy benefits that include eligible performance bonuses, 20 days of flexible time off each year, personal holidays, and a 401(k) plan with matching contributions. If you’re looking for a place to build a long-term career while making a positive difference, consider joining our legal team where you’ll represent Liberty Mutual and our policyholders in moderately complex civil litigation matters involving claims for monetary damages or compensation for personal injuries or property damage of moderate value.   Liberty Mutual is seeking a skilled...

Description This role is responsible for overseeing accounting operations, financial reporting, internal controls, and key finance processes of the firm. Reporting to the CFO, this role partners with senior leadership to ensure accurate financial reporting, maintain GAAP and regulatory compliance, and support continued growth of the firm’s finance infrastructure. Duties & Responsibilities Prepare and deliver monthly, quarterly, and annual financial statements, as well as department and practice-level reporting. Manage month-end and year-end close processes, ensuring accurate general ledger records, reconciliations, supporting schedules, and intercompany activity. Supervise day-to-day accounting operations, including Accounts Receivables, Accounts Payable, and Payroll and expense accounting. Oversee application of ASC 606 revenue recognition for retainers, success fees, and time-based advisory services....

Position Summary   HUB International Investment Services is a nationally recognized Retirement Plan Consulting firm   seeking   a detail-oriented, proactive Client Service Coordinator to support our growing retirement plan advisory team. This entry-level role is ideal for a motivated professional who thrives in a fast-paced, client-facing environment and is eager to build a career in financial services. You will play a key role in ensuring seamless committee meeting coordination, client communications, and the   timely   production of reports and presentations.     Key Responsibilities   Committee Meeting Coordination   Schedule and coordinate quarterly retirement plan committee meetings, aligning advisor, client, and vendor calendars   Prepare and distribute meeting agendas, invitations, and pre-meeting materials to all stakeholders   Track action items and follow-up tasks from committee meetings...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity.   Job Description Our team is growing, and we are looking for a Financial Consultant in our Employee Benefits department.   In this role, you will:   Directly   assist   Producers/Account Executives in selling to new accounts by   demonstrating   HUB analytics, alternative risk, and cost management   expertise   Advise...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite energy-specific new business and renewals in a profitable manner and according to authority level and established guidelines, and drive projects having an impact on the business. Assigned accounts with a focus on the Energy industry. Use underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Our team serves private equity firms and their portfolio companies from a holistic human capital risk perspective. We are innate problem solvers, and we help companies grow by creating value for companies and for their employees relative to HR strategy including HR policy, benefit strategy, employee engagement/communication, and human capital management technology. The Client Executive will be responsible for participating in setting client...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Our team serves private equity firms and their portfolio companies from a holistic human capital risk perspective. We are innate problem solvers, and we help companies grow by creating value for companies and for their employees relative to HR strategy including HR policy, benefit strategy, employee engagement/communication, and human capital management technology. The Client Executive will be responsible for participating in setting client...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Property & Casualty Producer to join our growing team in Denver, CO!   The Property & Casualty Producer will have the opportunity to drive new business growth and strengthen client relationships through exceptional service and risk management expertise. This role includes developing prospects, cultivating professional networks, and advising clients on insurance coverage options to meet their unique needs. Responsibilities include conducting risk assessments, preparing proposals, negotiating coverage, and delivering value-added solutions that enhance client satisfaction and retention. How You Will Contribute:   Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects. Establish, cultivate, and manage customer...

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers 2) led by advantaged underwriting in insurance 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job Title:  Human Resources Manager Colombia...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in Denver, CO.   Work from home, and on the road. Monday – Friday, regular business hours.   As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others.  This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides in-person and telephonic Medical Case Management to individuals, involving the patient, physician, other health care providers, the employer, and the referral source Utilizes their medical and nursing knowledge to...

Job Description About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Payroll Division Manager (PDM), you will report to a regional Vice President (VP). PDM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Payroll Territory Managers (PTM) and Senior Product Advisors (SPAs),...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Employee Benefits Producer to join our growing team in Denver, CO . Increase volume of sales through prospect and new client development; and client retention by managing relationships and collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities. How You Will Contribute Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects. Establish, cultivate, and manage customer relations with clients, as well as professional relationships with carrier partners and internal resources throughout the organization. Conduct risk management surveys, determine insurance coverage needs, develop stewardship reporting and advise existing and prospective...