8 financial planner jobs at 6 companies in Denver, CO
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Associate Financial Planner
Englewood, Colorado, United States
$100k-$111k/yr OnsiteFull Time
1+ YOERequires 1–3 years of financial services experience in a broker/dealer or registered investment advisor environment, FINRA Series 65, and a business or finance bachelor's degree or equivalent experience. Strong finance, communication, organization, and MS Office skills required.
Microsoft Outlook, Microsoft Word, Microsoft Excel
3d
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Financial Planner Career Changer Opportunity
Fort Collins or Cheyenne or Laramie or Greeley
$85k-$110k/yr OnsiteFull Time
Strong interpersonal, communication, analytical, and relationship-building skills; bachelor's degree or military equivalent preferred. Financial services experience is beneficial but not required.
YouTube
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Wealth Planner
Denver or Cottonwood Heights or Phoenix
HybridFull Time
3+ YOEBachelor’s degree in Financial Planning or Finance, CFP or advanced credential, 3-5+ years in financial planning, software proficiency, MS Office.
Financial planning software, Microsoft Office, Emoney
1d
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Wealth Planner
Cincinnati or Dallas or Denver or Indianapolis
OnsiteFull Time
2+ YOEBachelor's degree or equivalent experience, 2–3 years in financial services, planning software familiarity, Microsoft Office proficiency, strong organization and communication skills, and ability to travel up to 5%.
eMoney, MoneyGuidePro, Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
4d
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Senior Wealth Planner
Cincinnati or Dallas or Denver or Indianapolis
OnsiteFull Time
10+ YOERequires a bachelor's degree, CFP, and 10+ years of financial planning experience with high-net-worth clients; expertise in estate planning, tax strategies, investments, and financial planning software.
eMoney, MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Sr. Merchandise Planner, DTC
Broomfield, Colorado, United States
$98k-$108k/yr HybridFull Time
5+ YOEBachelor's degree preferred and 5+ years of planning, demand planning, OTB, marketplace, or digital commerce experience. Requires forecasting, inventory, retail metrics, financial analysis, reporting, and cross-functional collaboration skills.
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Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Vice President
Greenwood Village, Colorado, United States
$115k-$205k/yr OnsiteFull Time
8+ YOERequires 8+ years of financial planning experience, 2+ years in equity compensation planning, CFP or CEP, undergraduate degree, Series 7 and 66 licenses, and strong analytical and communication skills.
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Ultra-High Net-Worth Planning – Senior Equity Compensation Planner, Vice President
Greenwood Village, Colorado, United States
$115k-$205k/yr OnsiteFull Time
8+ YOE8+ years of financial planning experience, including 2+ years in equity compensation planning; CFP or CEP designation; undergraduate degree; Series 7 and 66 licenses; strong analytical and communication skills.
Microsoft Excel