Careers

If you don’t see a position below that matches your skill set, but you’re intrigued about working with team that’s passionate about helping wealth management clients, then send us your resume.

Open positions:

This senior level role acts as CFM’s taxation expert and is tasked with producing our clients’ most complex financial plans. Ability to properly prioritize, attention to detail, and a keen sense of urgency are key for this role.

Colorado Financial Management’s Financial Planning department is devoted to building and maintaining client relationships and trust through the development and presentation of financial plans and recommendations specific to individual goals.  The Planning team is a highly collaborative department, as they work directly with Advisors and clients on a daily basis.  Generally, a Financial Planner will be expected to thoroughly complete and clearly communicate a variety of plans spanning from simple to complex.  This senior level role acts as CFM’s taxation expert and is tasked with producing our clients’ most complex financial plans. Ability to properly prioritize, attention to detail, and a keen sense of urgency are key for this role.

 

Core Responsibilities

  • Leadership and Management
    • Strategically influence the firm’s financial planning process and deliverables
    • Oversee firm wide financial planning process, software training and utilization, and deliverables
    • Supervise financial planning department staff
  • Client Service
    • Build and maintain client and prospect relationships in partnerships with Financial Advisors and Portfolio Managers
    • Liaise with client CPAs and attorneys
    • Participate in client meetings; document and execute meeting follow-up as appropriate
      • Conduct solo client meetings as appropriate
      • Work with clients to ensure action items are thoroughly executed and documented
    • Train and provide feedback to department staff on client service best practices
  • Analysis
    • Work with various Financial Advisors to understand client goals
    • Perform various analyses: Overall asset allocation statements analysis, retirement projections, tax projections, Roth conversion analyses, review and prepare summaries of estate plan documents, education funding analyses, Social Security analyses, gifting opportunities, insurance analyses, etc.
    • Train and provide feedback to department staff on analysis best practices
  • Financial Plan Administrative Functions
    • Appropriately manage department-wide inflow of planning requests to ensure timely plan completion
    • Subject matter expert in the firm’s financial planning software (includes training of department staff, colleagues, and clients)
    • Gather and enter client documents and data, including financial constraints and goals
    • Develop, prepare, and present financial plans and recommendations based on findings
    • Develop models to analyze client situations and able to easily translate the information
    • Prepare income tax and retirement need plans
  • Specialties and ad hoc special projects
    • Responsible for the firm’s most complex financial plans
    • Firm’s primary resource regarding tax inquiries
    • Complete ad hoc special projects for clients and across the firm
  • Other tasks and duties as assigned

 

Competencies

The individual who excels in this role will be highly competent in the following areas:

  • Honesty and integrity
  • Business communication (verbal, written, electronic)
  • Motivational leadership
  • Interpersonal relationship management
  • Collaboration
  • Detail and accuracy
  • Time management; deadline-oriented

Minimum Requirements

  • Bachelor’s degree
  • CFP® certification and/or taxation specific advanced degree/designation
  • Years of experience: 7+
  • Microsoft Office Suite
  • Demonstrated strength in high-volume and complex financial plan production
  • Experience with preparing and implementing investment and financial planning recommendations
  • Experience participating in client meetings
  • Strong attention to detail, poised, organized, keen sense of urgency
  • Exceptional communication and presentation skills

Preferred Skills and Experience

  • Experience with E-Money or similar financial planning software
  • Management experience

Thank you for your interest. We look forward to reviewing your cover letter and resume.

Generally, a Financial Planner will be expected to thoroughly complete and clearly communicate a variety of plans spanning from simple to complex.  Ability to properly prioritize, attention to detail, and a keen sense of urgency are key for this role.

Colorado Financial Management’s Financial Planning department is devoted to building and maintaining client relationships and trust through the development and presentation of financial plans and recommendations specific to individual goals.  The Planning team is a highly collaborative department, as they work directly with Advisors and clients on a daily basis.  Generally, a Financial Planner will be expected to thoroughly complete and clearly communicate a variety of plans spanning from simple to complex.  Ability to properly prioritize, attention to detail, and a keen sense of urgency are key for this role.

 

Core Responsibilities

  • Client Service
    • Build and strengthen client and prospect relationships in partnerships with Financial Advisors and Portfolio Managers
    • Liaise with client CPAs and attorneys
    • Participate in client meetings; document and execute meeting follow-up as appropriate
      • Conduct solo client meetings as appropriate
      • Work with clients to ensure action items are thoroughly executed and documented
    • Analysis
      • Work with various Financial Advisors to understand client goals
      • Perform various analyses: Overall asset allocation statement analyses, retirement projections, tax projections, Roth conversion analyses, review and prepare summaries of estate plan documents, education funding analyses, Social Security analyses, gifting opportunities, insurance analyses, etc.
    • Financial Plan Administrative Functions
      • Appropriately manage inflow of planning requests to ensure timely plan completion
      • Subject matter expert in the firm’s Financial Planning software (includes training of colleagues and clients)
      • Gather and enter client documents and data, including financial constraints and goals
      • Develop, prepare, and present financial plans and recommendations based on findings
      • Develop models to analyze client situations and able to easily translate the information
      • Prepare income tax and retirement need plans
    • Ad hoc special projects
      • Complete ad hoc special projects for clients and across the firm
    • Other tasks and duties as assigned

Competencies

The individual who excels in this role will be highly competent in the following areas:

  • Honesty and integrity
  • Business communication (verbal, written, electronic)
  • Interpersonal relationship management
  • Collaboration
  • Detail and accuracy
  • Time management; deadline-oriented

Minimum Requirements

  • Bachelor’s degree
  • CFP® certification
  • Years of experience: 5+
  • Microsoft Office Suite
  • Demonstrated strength in high-volume financial plan production
  • Experience with preparing and implementing investment and financial planning recommendations
  • Experience participating in client meetings
  • Strong attention to detail, poised, organized, keen sense of urgency

Preferred Skills and Experience

  • Experience with E-Money or similar financial planning software
  • Demonstrated strength in complex financial plan production
  • Exceptional communication and presentation skills

Thank you for your interest. We look forward to reviewing your cover letter and resume.