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Financial Planning Associate - CFP Path to Wealth Advisory
Job in
Fort Collins, Larimer County, Colorado, 80523, USA
Listed on 2026-07-07
Listing for:
Merceradvisors
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Mercer Advisors in Fort Collins, Colorado, is seeking a Financial Planning professional to prepare comprehensive financial planning modules using various software. The role emphasizes collaboration with investment, tax, and insurance specialists to deliver top-notch client experiences.
An ideal candidate should have a Bachelor's degree in relevant fields and CFP® coursework, along with strong analytical and communication skills. The position offers a salary range of $70,350 to $81,000.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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