Financial Planner in Colorado

Our wealth management firm is looking for a skilled and experienced financial planner to join our team. In this role, you will be responsible for developing comprehensive financial plans for our high net worth clients, providing them with personalized investment strategies and recommendations. You will also be responsible for ongoing monitoring and analysis of their portfolios to ensure they are aligned with their financial goals.

Under limited supervision, our Financial Planner uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues. This may include income tax consulting, retirement planning, qualified retirement plans, risk management and insurance planning, estate planning, education funding and small business planning. Resolves or recommends solutions to complex problems. Contact with internal and/or external...