Financial advisor jobs in Boulder, ColoradoCreate job alerts

WHO WE ARE TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry’s core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments. WHAT SETS US APART • Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months., • Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel, • Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, Broadridge, Motive Partners and Tectonic Ventures., • World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more. OUR VALUES • Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses., • Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team., • I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better. ROLE OVERVIEW We are looking for a Head of Product for our AI financial assistant for the workplace, TIFIN@Work, designed to provide personalized financial and benefits guidance for employees and growth for advisors. You will own the technical and production vision from architecture through delivery, including direct responsibility for engineering direction across AI, LLM systems and platform architecture. You will report directly to the CEO and shape company strategy, platform investment and technical direction in order to create magic for our customers. PROJECTS • AI Agent Orchestrator: Design and delivery of multi-agent systems coordinating planning, reasoning, execution and tool use., • Human-in-the-Loop Collaboration: Architect systems with a clear separation of automation vs advisor or employee decision making for compliance and trust., • LLM Systems and Model Engineering: Purpose-tuned models for financial services to handle complex, multi-turn interactions with actionability in low-latency environments., • Enterprise Platform and Integration: Integrate with enterprise CRMs, data warehouses, identity systems and legacy financial platforms. WHAT YOU’LL DO • Live and breathe the product. Own all aspects to launch new products and features with a highly detailed and thoughtful testing approach., • Direct engineering and LLM teams across platform development, AI systems, and production infrastructure., • Define and prioritize technical roadmaps, including model strategy, platform architecture, and system scalability., • Establish engineering and AI quality bars, including evaluation, testing, monitoring, and reliability., • Ensure systems meet enterprise requirements for security, compliance, auditability, and data segmentation., • Act as a technical leader across the organization, raising the bar for execution and decision-making. WHAT YOU’LL BRING • 7+ years of hands-on experience in product management with a track record shipping AI systems that operate reliably under real-world constraints, • Experience directly leading and influencing senior engineers and AI/LLM specialists, • Strong understanding of LLM behavior, failure modes, hallucination mitigation, and evaluation techniques, • Ability to manage the product roadmap from scratch through to production., • Swift, high-quality decision making informed by data but not paralyzed without it., • Ability to plan for future work while maintaining the current delivery with rapidly changing priorities., • Resilience and adaptability - experience working at early-stage startups is a plus. COMPENSATION RANGE $150,000 - $200,000 USD In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO. TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status. Please see more details on our privacy practices in our Privacy Notice here.

Entry-Level Financial Advisor Remote / Hybrid. Launch Your Career with Fortune-500-Level Support.

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

Financial Advisor Build an Independent Practice with Fortune-500-Level Resources. Why Advisors Choose Strategic Financial Concepts. Experience: Proven success in financial servicesor a strong, metrics-driven sales track record and desire to excel.

We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. Structured mentorship and financial advisor training program. The company provides comprehensive financial planning services including retirement pl

Job Description The Organization: At The Millstone Evans Group, we firmly believe in connecting with clients in a clear, personal way that differentiates us from the jargon-filled, impersonal nature of many financial advisor firms. Our approach centers on removing the barriers to financial planning that many often experience. We do whatever it takes to make sure our clients feel very comfortable in a world that doesn’t often feel comfortable. Smart planning for all life stages. That’s another motto we live by. Life is full of transitions, some of them unexpected. When we work with you as a client, we focus on building a strong relationship based on mutual respect and close communication, understanding your goals and providing a tailored plan to meet them. The Position: The Operations Manager at The Millstone Evans Group will play a central role in ensuring the firm runs with precision, consistency, and operational excellence. Reporting directly to the President, this leader will oversee daily operational execution, supervise the client service team, and ensure processes align with regulatory expectations within a Registered Investment Advisor (RIA) environment. This role serves as the operational bridge between advisors, custodians, compliance, and technology partners. The ideal candidate brings strong RIA operations experience, supervisory leadership, and an active Series 65 license, paired with a proactive mindset for improving workflows and mitigating risk. Responsibilities: Operational Leadership & Process Management • Oversee daily operational workflows to ensure efficiency, accuracy, and compliance, • Maintain, refine, and update Standard Operating Procedures (SOPs), • Identify operational risks and implement process improvements, • Supervise and develop the client service team, • Manage service workflows, case management, and escalation protocols, • Conduct performance reviews and coordinate ongoing training and development, • Serve as the primary operational liaison with Raymond James and other custodial partners, • Coordinate system updates, procedural changes, and custodial training initiatives, • Support execution of cybersecurity policies in collaboration with Compliance, • Coordinate with third-party IT providers regarding infrastructure, system access, and controls, • Monitor vendor risk documentation and user access controls, • Support ongoing operational readiness in response to regulatory expectations Qualifications: • Active Series 65 license (required), • 5+ years of RIA or financial services operations experience, • Demonstrated experience supervising operations or client service teams, • Strong understanding of custodial workflows and regulatory supervision standards, • Experience collaborating with Compliance on operational risk and cybersecurity execution, • Detail-oriented, process-driven, and comfortable operating in a fast-paced advisory environment Salary & Benefits: • $120,000 - $150,000+ BOE, • Medical, dental, vision, life and disability insurance coverage, • 401k plan, • PTO + Paid holidays #INDM

Job Description Join a Premier Advisory Firm Serving High-Net-Worth Clients We’re partnering with a top-tier advisory firm that works closely with high-net-worth individuals and families—many of whom span multiple generations and have their own Family Offices. These clients count on the team for smart, forward-thinking strategies around income tax, estate planning, charitable giving, and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country. About the Role This is a great opportunity for an experienced Tax Senior Manager or Director who’s ready to move beyond compliance and into a more advisory-focused role. You'll work with sophisticated clients, tackle complex planning structures, and be part of a highly respected team. The position offers flexibility—remote, hybrid, or onsite arrangements are all possible. What You’ll Do • Be a trusted advisor to high-net-worth clients and family offices, • Offer proactive guidance and custom planning solutions, • Lead teams on tax returns, financial statements, and related deliverables, • Oversee quality control and provide final reviews, • Juggle multiple client relationships and special projects, • Coach and mentor junior team members, • Support business development efforts—think proposals, meetings, and collaborations Must-Haves • Bachelor’s in Accounting (or similar field), • CPA or equivalent certification, • 6+ years of tax/advisory experience, • 3+ years in a supervisory or leadership role, • Excellent communication and interpersonal skills, • Comfort with modern tax and accounting software, • Master’s in Taxation or Accounting, • Experience working with high-net-worth clients, trusts, or Family Offices, • Remote or Hybrid, • Competitive salary: $140K–$160K depending on your background, • Full benefits: medical, dental, life, disability, 401(k) match, FSA/HSA, and more, • Generous PTO, holidays, and sick leave Apply today by sending your resume to or connect with me to learn more! Direct Phone: 605-273-2108

Job Description Overview BI is one of the leading technology companies in Colorado and the largest provider of innovative electronic monitoring solutions in the United States. We excel at proving technological solutions to over 1,000 agencies nationwide and allowing those agencies to fulfill their missions without worrying about the technical complexities. Responsibilities Summary: The Senior Financial Analyst - Opex/G&A supports the finance department performing budgeting, forecasting, reporting, and analysis of both operational expenditures, as well as all SG&A expenses. Leverage data and analysis to drive financial efficiency and support business objectives. Collaborating with department leads to optimize understanding and spend patterns while ensuring financial sustainability. Primary Duties and Responsibilities: • The Senior Financial Analyst leads the budget and guidance process for establishing and maintaining the Operational Expenditures, OPEX, and the Sales, General, and Administrative, SG&A, expense sections of the income statement., • Collaborates with department managers to gather the required information to update all OPEX & SG&A related accounts in both the budget and guidance on an annual and quarterly basis, ensuring that they are in alignment with organizational goals., • Establishes standardized reporting package to highlight and explain monthly and quarterly variances with detailed commentary at the account level for all OPEX and SG&A related accounts., • The Senior Financial Analyst conducts in-depth financial analysis and modeling of both OPEX and SG&A related accounts to support business initiatives and strategic planning., • Prepares monthly reporting package that analyzes expenditure trends, variances, and drivers with detailed commentary to provide insight into spend patterns on a month over month and quarter over quarter basis., • Provides insight and recommendations based on financial data to drive informed decision-making., • The Senior Financial Analyst meets monthly with department managers to walk through their departmental spending, gathering feedback and understanding into their execution against budget and guidance, while providing insight to their departmental trends and root causes of variances., • Acts as a financial advisor to the departmental managers offering guidance on financial matters and best practices., • Supports cross-functional teams in identifying cost-savings opportunities and efficiency improvements., • The Senior Financial Analyst identifies opportunities for automation and enhancements for OPEX and SG&A management and reporting that streamline the process and capabilities., • Assists in audit and compliance reviews related to either OPEX or SG&A., • Fosters a collaborative and high-performance team environment., • Performs other ad hoc reporting and analysis as requested., • Performs other duties as assigned. Qualifications Minimum Requirements: • Bachelor’s degree in accounting, finance, mathematics, business or related field required or equivalent experience., • At least three (3) years of experience in an accounting or finance related position., • At least one (1) year experience of Tableau or similar software preferred., • Expert knowledge of MS Excel software, including Vlookups and pivot tables., • Working knowledge and understanding of Generally Accepted Accounting Principles (GAAP) with the ability to apply to business transactions., • Analytical ability., • Attention to detail., • Effective communication skills with internal and external contacts at all levels., • Good interpersonal skills., • Ability to handle multiple tasks simultaneously, prioritize appropriately and meet deadlines., • Sense of urgency with the ability to respond quickly to internal and external customer requests., • Typical office environment.

Job Description Shining Mountain Waldorf School in Boulder Colorado, seeks a strategic, experienced, and mission aligned Director of Business to serve as a key partner to the School Director. This role is responsible for the financial health, operational excellence, and administrative infrastructure of the school. The Director of Business plays a significant leadership role in ensuring the school’s long term sustainability and day to day effectiveness. In addition to overseeing the school's complete financial management, this position provides direct leadership for core operational functions including campus maintenance, facilities, enrollment operations, risk management, and administrative systems. The ideal candidate brings strong financial acumen, operational leadership experience, and the ability to build systems that allow the school community to focus on its educational mission. This leader supervises up to six direct reports and works collaboratively with faculty, administration, and the Board of Trustees. Key Responsibilities Strategic Leadership and Partnership • Serve as a strategic advisor and thought partner to the School Director on financial planning, operations, risk, and long range sustainability, • Partner with the School Director and Board Finance Committee on multi year financial modeling and strategic initiatives, • Translate strategic priorities into operational plans, systems, and measurable outcomes, • Ensure alignment between financial realities, operational capacity, and institutional goals, • Present financial and operational updates to the Board of Trustees and Finance Committee Financial Leadership and Stewardship • Develop and manage the school’s annual operating budget in collaboration with school leadership, • Create and maintain multi year financial forecasts, • Monitor performance against budget and provide monthly reporting with narrative analysis, • Oversee accounting operations including accounts payable, accounts receivable, tuition systems, payroll approvals, and restricted funds management, • Manage cash flow to ensure available funds to meet commitments, • Serve as primary liaison for annual audit, IRS Form 990, lenders, and regulatory agencies, • Ensure timely and accurate completion of all required filings including state, federal, grant, and compliance reporting, • Oversee tuition collection processes, tuition assistance systems, and related financial aid programs, • Maintain covenant compliance and reporting for lenders Operations and Campus Management • Provide leadership oversight for campus operations including facilities and grounds maintenance, capital repair planning, vendor relationships, and service contracts, • Collaborate with Facilities and Grounds leadership to develop short and long term capital improvement plans, • Oversee operational policies and systems to ensure efficiency, clarity, and compliance, • Supervise IT vendor relationships and ensure effective technology infrastructure, cybersecurity, and systems management, • Ensure smooth integration between enrollment operations, registrar functions, and financial systems Team Leadership and Supervision • Directly supervise up to six operational and administrative team members, which may include Bookkeeper, Registrar, Facilities and Grounds Manager, Operations or Administrative staff, and IT or systems support vendors, • Build strong team culture focused on accountability, service, and collaboration, • Establish clear goals, performance expectations, and regular evaluation processes, • Develop systems and workflows that improve organizational effectiveness, • Provide backup oversight for payroll approval and critical HR coordination as needed Risk Management and Compliance • Serve as primary contact for insurance brokers for liability, property, flood, and student accident policies, • Ensure facilities, policies, and practices align with industry best practices and regulatory standards, • File and manage insurance claims as necessary, • Act as primary contact for financial audits by federal, state, or local agencies Education and Experience • Bachelor’s degree required. An accounting degree is preferred, • Master’s degree in Business, Accounting, or related field preferred, • CPA or equivalent financial credential desirable., • Five or more years of senior financial and operational leadership experience, • Experience supervising multiple direct reports and leading cross functional teams, • Strong knowledge of budgeting, accounting, and financial reporting is necessary., • Experience with payroll systems and tuition management platforms preferred, • Proficiency in Microsoft Office and accounting software, • Experience in independent school or nonprofit environments preferred, • Salary may be based on experience. Core Competencies • Strategic thinker who can translate vision into operational execution, • High integrity and sound judgment, • Strong communicator who can present complex financial information clearly, • Systems builder who improves processes and organizational clarity, • Collaborative leader who earns trust across diverse stakeholder groups, • Service oriented with a calm and steady presence Shining Mountain Waldorf School is fully committed to Equal Employment Opportunity and to attracting, retaining, developing, and promoting the most qualified employees without regard to race, religion, gender, gender identity, disability, familial status, sexual orientation, national or ethnic origin, age, citizenship status, veteran status, or any other characteristic protected by law. We are dedicated to providing a work environment free from discrimination and harassment where employees are treated with respect and dignity. Full-time, Permanent Pay: $60,000.00 - $75,000.00 per year Benefits • 401(k) with eligible matching, • Health insurance, • Dental insurance, • Vision insurance, • Paid time off Education • Bachelor's (Required) - Emphasis in Accounting or Finance preferred Experience • Senior Financial or Operational Leadership: 5 years (Required), • GAAP and Accounting directly: 5 years (Required) This position should be filled in the next 2 weeks to offer a smooth transition.

Job DescriptionDescription: The Director of Professional Services is a key strategic and operational leadership role responsible for the development, continuous improvement, and delivery of Boulder Imaging’s diverse customer support programs. This role leads the strategic development of operational requirements and process and product capabilities to deliver key service outcomes in our global marketplace. The Professional Services leader is responsible for a team of diverse support personnel including system monitors, engineers, and managers. The role is responsible for the team’s process and performance culture, including efficiencies for the $6 million (and rapidly growing) business unit. The role is a problem solver. In this capacity, the Director provides critical leadership and acts as a project manager to implement creative solutions by collaborating with expanded resources and fellow Directors. Requirements: Key Responsibilities • Build a customer-focused environment to ensure customer success and business growth., • Communicate effectively with customers to identify needs and evaluate alternative business solutions., • Continually seek opportunities to increase customer satisfaction and deepen customer relationships., • Direct and manage staff productivity on customer engagements including conformance to schedule, scope, and budget., • Lead and grow a team of application engineers to oversee successful completion of projects, customer support programs, and maintenance and service responsibilities in a bold, fast-moving, transparent, value-led organization., • Perform managerial tasks, such as setting schedules for team members, delegating tasks as necessary, and approving time sheets., • Perform training of new team members and provide ongoing guidance to existing team members., • Serve as a member of the Director Team. In this capacity, provide management with regular project updates, serve as a critical advisor, and be accountable as an implementation leader., • Work directly with the project management team to ensure success of project installations including critical coordination with operations, customers, and engineers., • Develop and implement effective policies, processes, methods, tools, etc. to drive team efficiency and performance., • Drive results in alignment with business objectives; leads/facilitates internal team and standup meetings as well as customer meetings in support of implementation and sales., • Lead the implementation of lean thinking and automation that elevates FAE staff efficiency and scale services., • Oversee and contribute to field application engineer (FAE) and other staff fulfilment of project management duties., • Drive business growth through coordination with the sales and marketing director(s)., • Lead (in collaboration with the team) development of new customer services and solutions offerings to provide value added and business growth., • Manage profit and loss for the business unit including accountability for services, financial goals and metrics, quoting, contract review, bookings, revenue recognition, gross margin, and utilization., • Develop strategic global plans to scale, build, and evolve product, training and service offerings. The responsibilities include value positioning, scope of services, collateral, and pricing., • Lead customer delivery of projects, implementation services, and training by overseeing resource management, project delivery and operational success metrics., • Establish and maintain a link with operations for inventory management and use of parts/systems to fulfill service and spare parts needs., • The role utilizes a fundamental understanding of mechanical, electrical, and software engineering. A basic understanding of network engineering is also a plus., • Strong financial management to ensure business plans are developed, then manage business actuals monthly to stay on target for gross profit. Adjust revenue and/or cost accordingly to stay on track., • The candidate must pay strong attention to detail and be a strong communicator., • The job requires strong leadership skills combined with a willingness to be a team player., • Bachelor of Science in Engineering or Computer Science is required; network engineering and electro-optics experience is a plus., • At least 10 years of experience, with at least 5 years of experience leading teams of FAEs supporting complex electro-optical systems in a customer-facing role. The job requires occasional domestic and international travel. Must always maintain a valid passport and driver’s license. Benefits • Medical and Dental Insurance plans through Cigna, • FSA and HSA plans. Employer contribution to HSA, • Vision plans through Sun Life VSP providers, • 401(k) plus fully vested match, • Employer paid LTD, Life Insurance and AD&D, Travel Assistance, • Employee Assistance Program, • Voluntary Life Insurance and AD&D, • Voluntary STD insurance with no EOI, • Supplemental Coverages: Voluntary accident insurance, Voluntary Critical Illness, Voluntary Hospital Indemnity, • Voluntary Legal and ID Theft

Job Description Direct Sales Representative About R.I.S.E. Financial: At R.I.S.E. Financial, we're not just about making dealswe're about creating a culture of success and community. We know that the grind to get to the top is tough, but we also believe that when you surround yourself with the right team, success becomes a shared experience. Whether it's in our own team or with the clients we serve, community is everything. We value independence and relentless drive, but we also understand the power of collaboration and building each other up. This is the perfect environment for those who have the spirit of a competitor but also the heart of a teammate. Whether you're pushing yourself to the limit or pushing the team forward, R.I.S.E. Financial is where success is earned, shared, and celebratedtogether. Position Overview: If you're the kind of person who doesn't shy away from hard work, has the heart of a champion, and thrives on the competitive edgethen we want you to join our team as a Direct Sales Representative. You'll be out in the field, selling supplemental insurance to businesses, creating relationships, and making a real impact on the lives of your clients. But this role isn't just about the salesyou'll also be part of a larger mission. R.I.S.E. Financial isn't just about individual success; it's about creating a community of like-minded professionals who are committed to mutual support and achieving big things together. If you're an athlete who thrives in both competition and collaboration, this is the place where you can grow and succeedwhile bringing others along with you. Key Responsibilities: * Lead the Charge: You will be the one identifying and reaching out to potential clients, building relationships, and ensuring their businesses are protected with the right insurance solutions. * Consultative Sales Approach: You will not just sell productsyou'll be the trusted advisor that businesses turn to for understanding their unique needs and helping them find the best solutions. * Negotiate & Close Deals: With your driven mindset, you'll manage the entire sales process from presentation to negotiation, making sure that you close deals that benefit both you and your clients. * Maintain Long-Term Relationships: Your job doesn't stop once the deal is closed. You'll build long-lasting relationships that turn clients into repeat customers, providing continued value over time. * Collaborate & Share Success: While you're an independent force, you'll also thrive in a community of like-minded, results-driven individuals. You'll be learning, growing, and winning alongside a team that pushes you to be your best. * Train & Develop Continuously: You're always learning, always improving, just like an athlete in training. We offer support to ensure you're constantly growing and excelling in your role. Qualifications: * Relentless Drive & Competitive Spirit: You've got the passion of an athlete, the focus of a competitor, and the discipline to keep pushing for greatness every day. * B2B Sales Experience: If you've been in sales, especially in a B2B environment, you understand what it takes to drive results. Bonus points if you have experience in insurance or financial products. * Relationship Builder: You know how to build rapport and establish long-term connections. Whether you're in it for the long game or closing a quick deal, you know that lasting relationships are key. * Independent & Team Player: You thrive in an environment that encourages autonomy, but you also recognize the power of collaboration and the importance of lifting others up. * Passion for Growth: You're always hungry to get betterconstantly improving and evolving to take your career to the next level. Why R.I.S.E. Financial: * Uncapped Earnings Potential: With a weekly base draw option and uncapped commissions, your earnings are in your hands. * Bonuses, Stock Options & Lifetime Renewal: Receive weekly and monthly bonuses, quarterly stock bonuses, and, after just 5 years, enjoy 100% lifetime vesting on your renewal commissions. This structure rewards both your immediate performance and long-term success. * Supportive Community: We're a team that celebrates success, but we also know how to support each other through the challenges. Success isn't just about individual resultsit's about rising together. * Growth & Development: Receive comprehensive training through virtual, in-person, and classroom sessions, including hands-on learning with top performers and self-study courses from Top 1% achievers. With ongoing development and support, this is a unique opportunity to thrive in an untapped market with vast growth potential. * Work-Life Balance: Once you've mastered the skills of the job, you'll have the freedom to set your own schedule. This role is about autonomygiving you the power to design your day, your week, and your life on your terms. But make no mistake: this isn't for the person looking for a 9-to-5 with minimal effort. It's for those who have the drive to stay hungry, to keep pushing, and to set their own pace for success. You're in controlif you're motivated to work and want to make it happen, the flexibility is yours. * Career Advancement: As you grow and excel in your role, opportunities to take on more responsibility and leadership roles will open up. Additional Qualifications: * Licensing: Candidates must be willing to obtain a State Health Insurance License, which is required for the position but not for applying. We offer assistance with licensing and reimbursement to support you through the process. * Education & Experience: While a bachelor's degree is not required, candidates must have at least 4 years of professional work experience (post-high school). Those with fewer years of experience but relevant sales experience will also be considered. Location: Business-to-business, In-Person Job Type: Full-time Pay: $75,000.00 - $100,000.00 per year Schedule: Monday to Friday (Weekends as needed) Rise with us. Join a community that celebrates your drive and success: Join a team that values the grind, the victory, and the community. If you're driven by success, motivated by growth, and eager to be part of a company that understands what it takes to rise to the top, we want to hear from you. To find out more about us please check us out at

Job Description The Company: At The Millstone Evans Group, we firmly believe in connecting with clients in a clear, personal way that differentiates us from the jargon-filled, impersonal nature of many financial advisor firms. Our approach centers on removing the barriers to financial planning that many often experience. We do whatever it takes to make sure our clients feel very comfortable in a world that doesn’t often feel comfortable.Smart planning for all life stages. That’s another motto we live by. Life is full of transitions, some of them unexpected. When we work with you as a client, we focus on building a strong relationship based on mutual respect and close communication, understanding your goals and providing a tailored plan to meet them. The Position: The Client Service Associate is a key role that ensures excellence in customer service. This person manages client interactions and maintains the highest level of confidentiality and discretion in all business matters to complete appropriate administrative tasks in a professional and timely manner. Responsibilities: • Schedule client review meetings as directed by the Investment Advisor, • Send reminders and follow up with clients regarding meeting schedules, • Handle client or prospect interactions for basic inquiries including but not limited to, account opening, account transfers, funds transfers, placing trades, and assisting with general account questions, • Process and monitor client documents for proper handling through the home office, • Maintain and update client files and contact information in Raymond James systems and company CRM (Redtail), • Manage client cash needs through ACH, wires, or checks, including processing incoming checks for deposit, • Assist clients with queries about statements, Client Access online portal, electronic delivery of statements, and tax documents, • Process RMDs, retirement plan rollovers, Donor Advisory account openings, and Qualified Charitable Distributions, • Participate in team projects as needed Requirements: • Series 65 or Series 66 license, • 1-5 years of experience in the financial services industry preferred, or related work experience, • Proficiency in Excel and Microsoft Office applications, • Excellent communication and client service skills, • Ability to learn and use in-house and team computer applications Salary + Benefits: • $60,000 - $100,000 BOE, • Health, life, dental, vision, and disability insurance coverage, • 401k plan, • Semi-annual performance appraisals (June/July & November/December), • Potential salary increases effective January 1, • Potential for bonus or profit sharing, paid out in December #INDM

Job Description Director, Senior Wealth Advisor Location: Boulder, CO (In-Office) Job Type: Full-time Exempt Salary: $166,000 - $249,000/YR Applications should be submitted for consideration no later than 3/31/2026. Who We're Looking For You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity. You're energized by business development, mentoring others, and elevating the overall client experience. If you thrive in a role that blends leadership, growth, and elite client service, this role is for you. About the Role The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team. What You'll Do • Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business., • Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans., • Prepare and present proposals that showcase First Western's fiduciary, planning, and investment capabilities., • Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication., • Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices., • Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance. What You Bring • Bachelor's degree in Business, Finance, or a related field required; Master's degree preferred., • 10–15 years of experience in wealth management, including comprehensive financial planning., • 5–7 years of management experience., • CFP certification required., • Proven success in business development, prospecting, and relationship growth., • Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy., • Strong leadership, coaching, and mentoring capabilities., • High emotional intelligence, integrity, and professionalism., • Exceptional communication skills with the ability to simplify complex financial concepts., • Deep understanding of financial planning tools, workflows, and client experience design., • Ability to influence across teams and lead effectively through change. What We Offer • Competitive base salary: $166,000 - $249,000/YR, plus strong bonus potential., • 401(k) plan with employer match., • Paid parking and transportation benefits., • Comprehensive health and wellness benefits, including:, • Health savings accounts (HSA), • Flexible spending accounts (FSA), • Medical, dental, and vision coverage, • Generous paid time off and bank holidays., • Access to training and professional development programs., • Sponsorship and support for obtaining professional certifications., • A culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we're more than just a financial institution—we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways. We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients. Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless. We expect our people to: • Demand and reward excellence., • Take action and responsibility., • Collaborate, communicate openly, and give/receive feedback with trust. Learn more at myfw.com or email . Equal Opportunity Employer First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact . Region A Pay Range Pay Range$166,000—$249,000 USD

Job DescriptionSalary: $90,000 - $110,000 Who We Are: DELVE DEEPER is a Performance Media Agency focused on helping clients grow their customer base by integrating the power of Tech & Data in Media. We act as one highly functioning team that is powered by our professional Fire in the Belly, with a passion for creating exceptional value by delighting our clients and creating an engaging work environment for our team members. We deliver digital marketing management, first-party data science and consulting, and adtech/martech systems integration & reselling on a global scale. We connect the dots between data and technology in media by identifying our clients' super fans, deterministically finding more of them, and converting them online in the most effective way. DELVE DEEPER has been recognized as Built In Colorados Best Places to Work for the past four years in a row. Our culture emphasizes professional development in an environment where everyone can have an impact. We are passionate about seeing our team through self-care, family, community and (of course) career growth. As a privately owned company, we dont get caught in red tape, instead we pave a path of growth for those with a passion to succeed professionally. DELVE DEEPER is a fast-paced company with proven success with high-profile global customers such as UNICEF, International Rescue Committee, Virgin Voyages, Gerber Life Insurance, Apple Leisure Group, Orange, and Hebe. Headquartered near Boulder, Colorado, DELVE DEEPER also has offices in Warsaw and Minsk, as well as team members in 10 other countries. What Were Looking For: We are looking for an experienced and performance-driven Client Advisor / Account Manager with a passion for digital marketing, data, and technology to join our team in Boulder, Colorado! As a Client Advisor / Account Manager, you will be accountable for an assigned book of business, clients strategy, road mapping, and ultimately, for our clients success What You Will Do: Be the Clients Trusted Partner • Own client relationships and ensure strategic alignment., • Lead media, data, and technology initiatives that deliver measurable impact., • Guide clients through onboarding, planning, and performance reviews (QBRs, business reviews)., • Translate client goals into clear plans for internal teams., • Manage and grow a portfolio of accounts by 20% YoY., • Identify upsell opportunities and craft tailored proposals., • Direct internal teams to deliver on client objectives., • Use standard processes and tools to streamline execution., • Understand and advocate for our adtech and martech solutions., • Build joint account plans with technology partners. What You Bring: • 7+ years in digital marketing, with 3+ years in a client-facing role or leadership position on the client side, • Experience managing large campaigns ($20M+), preferably in one of the following industries: Financial Services/insurance, Travel, Non-Profit/Charities, • Hands-on knowledge of performance media (SEM, paid social, programmatic)., • Strategic thinker with strong presentation, communication, and storytelling skills., • Comfortable leading conversations on media, data, tech, and analytics., • Highly organized, collaborative, and results driven. What Delve Deeper Offers: • Health Benefits: Comprehensive (100% company-paid) health coverage for employees & their families, including medical, dental, and vision insurance. We also offer FSA and HSA health options with a company contribution., • Other Benefits: Life Insurance and Disability Coverage, • Retirement Plan: 401(k) plan with a 4% match/company contribution, • Paid Time Off (PTO): Generous vacation, sick leave, and paid holidays, • Parental Leave: Up to 3 months of paid time off for new parents, • Wellness Program: $1,250 annual reimbursement for health and well-being (gym membership, ski passes, meal plans, fitness equipment, etc.), • Beautiful Office & Workspace: Newly built and designed office exclusively for Delve Deeper with local restaurants, shopping, and hiking/biking trails. Large common areas filled with snacks, beverages, and regularly catered meals!, • Hybrid Working Model: Tuesdays, Wednesdays, and Thursdays in-office with the option to work from home on Mondays and Fridays The base salary range for this position is $90,000-$110,000. In addition, you will be eligible for an annual performance-based bonus tied to individual and company-wide goals and objectives. This bonus structure is designed to reward exceptional performance and contributions toward Delve Deeper's overall success. Delve Deeper is an equal opportunity employer. We believe that diversity enriches the workplace, and we are committed to growing our team with the most talented and passionate people from every community. Delve Deeper strives to create a culture of unity and respect, and to that end, we have a zero-tolerance policy for behavior that promotes harassment, hate, and discrimination of any kind. We are committed to providing reasonable accommodations for qualified individuals. If you require assistance during the application process due to a disability, please let us know.

Job Description Assistant Director, Senior Wealth Advisor Location: Boulder, CO (In-Office) Job Type: Full-Time Exempt Salary: $125,000 - $175,000/YR Applications should be submitted for consideration no later than 03/31/2026. Who We're Looking For You're a seasoned wealth advisor and team leader who thrives on building deep, trust-driven relationships with high-net-worth clients. You excel at simplifying complex financial concepts, designing holistic financial plans, and guiding clients with clarity and confidence. You bring strong business development skills, a collaborative mindset, and the ability to coach and elevate a team. If you are motivated by driving growth, delivering exceptional client experiences, and leading with integrity, this role is for you. About the Role The Assistant Director, Senior Wealth Advisor leads the delivery of comprehensive financial planning solutions while driving business development across assigned markets. Serving as a primary advisor, you will develop personalized strategies integrating investment management, estate planning, tax considerations, and risk management. You will coach and mentor associates, build and maintain client relationships, and partner cross‑functionally with product, compliance, and training teams to ensure exceptional service. This role requires deep technical expertise, strong communication, and a client‑centric approach grounded in professionalism. What You'll Do • Identify and pursue new client opportunities through referrals, networking, and strategic partnerships., • Serve as the primary advisor for high-net-worth clients, delivering tailored financial planning solutions., • Prepare and present comprehensive proposals for prospective clients., • Build trust by simplifying complex financial topics and offering clear, actionable guidance., • Conduct proactive outreach and regular plan reviews to ensure ongoing alignment with client goals., • Develop integrated plans across investments, estate planning, tax strategy, and risk management., • Partner with product, compliance, and training teams to ensure high-quality, compliant solutions. What You Bring • Bachelor's degree in Business, Finance, or related field required; Master's preferred., • 5–7 years of wealth management and financial planning experience., • 3–5 years of management experience preferred., • Business development and prospecting expertise., • Experience integrating investment, estate, tax, trust, and philanthropic planning., • Strong leadership, coaching, and relationship‑management skills., • Ability to simplify complex concepts and communicate with clarity., • High emotional intelligence, professionalism, and integrity., • Deep understanding of planning tools, workflows, and client experience strategies., • CFP or equivalent designation required upon hire. What We Offer • Competitive base salary: $125,000 - $175,000/YR, plus strong bonus potential., • 401(k) plan with employer match., • Paid parking and transportation benefits., • Comprehensive health and wellness benefits, including:, • Health savings accounts (HSA), • Flexible spending accounts (FSA), • Medical, dental, and vision coverage, • Generous paid time off and bank holidays., • Access to training and professional development programs., • Sponsorship and support for obtaining professional certifications., • A culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we're more than just a financial institution—we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways. We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients. Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless. We expect our people to: • Demand and reward excellence., • Take action and responsibility., • Collaborate, communicate openly, and give/receive feedback with trust. Learn more at myfw.com or email . Equal Opportunity Employer First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact . Region A Pay Range Pay Range$125,000—$175,000 USD