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Remote Ex Financial Advisor Jobs in Colorado (NOW HIRING)

Stratford Davis

Client Sales Advisor

Denver, CO · Remote

$85K - $150K/yr

We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career. This opportunity allows you to work from home ...

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All JobsEx Financial Advisor JobsRemote Ex Financial Advisor JobsRemote Ex Financial Advisor Jobs in Colorado

Remote Ex Financial Advisor information

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

Can a remote ex financial advisor work remotely?

A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.

What are the most commonly searched types of Ex Financial Advisor jobs in Colorado?

The most popular types of Ex Financial Advisor jobs in Colorado are:

What are popular job titles related to Remote Ex Financial Advisor jobs in Colorado?

For Remote Ex Financial Advisor jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Remote Ex Financial Advisor jobs in Colorado look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Colorado are:

What cities in Colorado are hiring for Remote Ex Financial Advisor jobs?

Cities in Colorado with the most Remote Ex Financial Advisor job openings:

Remote Ex Financial Advisor jobs near you

Tax Manager / Senior Manager

Solid Rock Recruiting LLC

Denver, CO • Remote

$125K - $180K/yr

Full-time

Retirement, PTO

Re-posted 19 days ago

Job description

Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus)

Location: Denver, CO (Firm HQ) — Open to Fully Remote Candidates
Employment Type: Full-Time
Compensation: Competitive base + overtime pay + annual bonus

About the Opportunity

A highly respected boutique CPA firm headquartered in Denver is seeking a Tax Manager or Senior Tax Manager to join their growing private client group. This is a fully remote opportunity for the right individual who values flexibility, autonomy, and meaningful client relationships.

The ideal candidate will have deep experience in high-net-worth individual, trust, and estate taxation, along with a hands-on approach to both client service and review responsibilities.

Key Responsibilities:

  • Review complex tax returns for HNW individuals, trusts, estates, partnerships, and S-corps

  • Provide proactive tax planning and wealth transfer strategies

  • Manage and mentor staff, ensuring accuracy and efficiency in all engagements

  • Communicate directly with clients, attorneys, and financial advisors

  • Conduct technical research and advise on complex tax matters

  • Support firm growth initiatives and maintain long-term client relationships

Qualifications:

  • CPA required

  • 6+ years of public accounting experience, with a focus on HNW and trust/estate clients

  • Strong technical review and client advisory skills

  • Excellent communication and leadership abilities

  • Experience with CCH Axcess, UltraTax, or similar software preferred

What’s Offered:

  • Fully remote flexibility (with Denver-based leadership)

  • Overtime pay for all hours worked beyond standard

  • Manageable busy season hours (average 50–55)

  • Partner-track potential for long-term growth

  • Competitive base + annual bonus

  • 401(k) match, strong PTO, paid holidays, and CPE support

  • Supportive, low-politics environment that values quality over volume

If you’re looking for a firm where you can do meaningful work, serve exceptional clients, and be compensated fairly for your time, this could be the perfect fit.

To apply or request a confidential conversation, contact:
Joey Wieger
Director, Public Accounting | Solid Rock Recruiting
joey@solidrockrecruiting.com