Financial Planner
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
- Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
- Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
- Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
- Continually support the Advisors and other associates with investment and financial planning related training and coaching
- Help clients facing associates better navigate client conversations about various complex financial planning topics
- Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
- Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change
- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience
- CFP designation – Must be current and active to be considered for this role
- FINRA Series 7 and 65
Demonstrates expertise in developing personalized financial plans, including retirement and investment strategies, while providing training and support to advisors. Holds essential certifications and possesses extensive experience in financial planning and client relationship management.
Highest-signal resume keywords- CFP Designation
- FINRA Series 7
- FINRA Series 65
- Financial Planning
- Retirement Planning
- Financial Planning
- Retirement Planning
- Investment Planning
- Budgeting
- Saving Analysis
- Spending Analysis
- Social Security Strategies
- Program Enhancement
- Policy Evaluation
- Client Relationship Management
- Coaching
- Training
- Communication
- Collaboration
- Problem Solving
- CFP Designation
- FINRA Series 7
- FINRA Series 65
- Financial Plans
- Investment Advice
- Financial Education
- Client Conversations
- Life Event Planning
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