About this role
Senior Advisor Client Services at Walton Enterprises. Location: Denver, Colorado, United States. Role: Curation, Coordination, Communication Requirements: 15+ years in family office/private client services with strong relationship management; Bachelor's degree; CFP/CFA/CPWA preferred; cross-functional program management; excellent communication. Category: Customer Service Seniority: Senior Level Certifications: cfp, cfa, cpwa Commitment: Full Time Workplace: Onsite Languages: English