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Client-Facing Financial Planner — Personal, Business & Estate

Job in Fort Collins, Larimer County, Colorado, 80523, USA
Listing for: WizeHire, Inc
Full Time position
Listed on 2026-08-31
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below

Wize Hire, Inc seeks two client-facing planning professionals in Northern Colorado and surrounding regions. The role focuses on Personal, Business, and Estate Planning strategies, helping clients navigate complex financial decisions with integrity.

The compensation package includes a Training Allowance, commissions, and expense allowance, plus subsidized Health, Dental, and Vision benefits, a 401(k) plan with matching, and a Cash Balance Pension Plan.

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