Careers

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.

Open positions:

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:

  • Minimum of 5 years direct experience and career growth in Financial Planning, Estate Planning, or Tax Accounting.
  • Should hold a current CFP, JD, or CPA credential.
  • Must possess excellent communication skills.
  • Should have established a client meeting facilitation style that is both confident and engaging.
  • Should be passionate about collaborative work. The incumbent will work in the planning department, but in collaboration with other professionals in both investments and financial planning.
  • Should be technologically proficient.  The incumbent will need to be proactively interested in and able to learn new software programs. Experience with eMoney preferred.

Responsibilities:

  • Financial planning. Collect data regarding clients’ income, expenses, taxes, objectives, and other information needed to develop a financial plan.
  • Use financial planning software to prepare financial plans.
  • Present financial plans to clients in-person and via web conferencing.
  • Estate and tax planning. Strong preference to candidates with extensive skills in estate planning, tax accounting, or both.

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