Wealth Planner
$75,000–$100,000 year
On-site · Denver, Colorado, United States
Job Summary
As a Wealth Planner, you will enhance financial planning and investment knowledge while supporting financial plans, investment reports, and tax and estate analysis. This role emphasizes client meetings and coordination of service execution alongside Wealth Advisors. You will collaborate with Lead Advisors and engage in networking to build community relationships. A Bachelor's degree and a CFP® certification are required, alongside a minimum of 2-3 years of experience and proficiency in Microsoft Office and financial planning technologies.
Required Qualifications
- Bachelor's degree
- CFP® certification required
- Minimum of 2-3 years’ experience
- Proficiency with back-office process and custodians
- Financial planning and investment principles, including processes and procedures
- Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software
Desired Qualifications
- Proficiency in Microsoft Office, especially Excel
- Strong integrity and ability to maintain confidentiality
- Excellent team player with strong communication skills
- Detail-oriented with excellent analytical and organizational abilities
- A proactive approach to work, with the ability to take ownership of projects
Additional Requirements
- Must be 18 years of age or older
- Must have unrestricted work authorization to work in the United States
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