If you don’t see a position below that matches your skill set, but you’re intrigued about working with a team that’s passionate about helping wealth management clients, then send us your resume.
Colorado Financial Management is currently looking to hire an experienced Financial Planner. We are an independent wealth management firm with offices in Boulder, Loveland, and Cherry Creek, serving over 700 clients, and managing $1.5 billion. We are a registered investment advisor that provides comprehensive financial planning and investment management. This position would primarily work out of our Boulder office, but would serve clients throughout the company.
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.
A qualified candidate will have significant experience and a proven record of success in the following areas: