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.

We are currently seeking an individual who is passionate about client service and exceeding expectations to join our team as Client Service Manager.

Colorado Financial Management LLC is a fee-only financial advisor, offering customized investment management strategies and financial planning for individuals, families, and institutions.

We are based in Boulder with offices in Denver and Johnstown, serving clients throughout Colorado and the United States.  Our clients have counted on us for sound financial advice for over 25 years as they navigate through life’s most important decisions.

Colorado Financial Management’s Client Service Managers are devoted to building and maintaining client trust as they perform numerous administrative functions on behalf of our clients and provide superior customer service in all client interactions.

The CSM team is a highly collaborative group and all members are expected to build and utilize strong working relationships with internal and external business partners.  Generally, a CSM will be responsible for supporting approximately 125 clients and will be expected to perform a specialty function determined by both business need and individual interest.

Core Responsibilities

  • Client Service Administrative Functions
    • Effectively serve the financial needs and goals of our clients in an ethical and trustworthy manner
    • Assist Financial Advisors, Portfolio Managers, Financial Planners, and Management with regular and/or recurring tasks as well as special projects; including tasks, forms and projects that have critical deadlines and high-volume spikes
    • Assist with Investment Policy Statement (IPS) completion and maintenance
    • Data entry
      • Accurately input and maintain data and client information within appointed software
      • Accurately and thoroughly complete a variety of forms and templates
    • Provide accuracy review for documents prepared by Operations Department teammates
  • Client Communication and Operational Support
    • Act as liaison between clients and Advisors/Portfolio Managers/Planners in order to provide extraordinary customer service
    • Build and sustain strong business relationships with clients as well as internal and external business partners
    • Field client phone calls, research and respond to client inquiries, generate client correspondence, prepare marketing materials, mailings, presentations, etc.
    • Follow compliance best-practices and regulatory requirements as directed by the Chief Operations Officer
    • Troubleshoot problems as they arise; create systematic preventative measures for repetitive concerns
    • Generate regular and requested reports from various data/software sources
    • Schedule and prepare for client and internal meetings
  • Specialty Functions
    • May include, but are not limited to:
      • Executive Administrative Support
      • Compliance
      • Client Onboarding
      • Reporting
    • Back-up Support
      • Primary back-up for account administration, general administrative, client service, client communication, and operational support requests and needs which are normally assigned to an unavailable fellow Client Service Manager
      • Primary back-up for Receptionist functions (most frequently, answer incoming calls and respond to reception doorbell)
    • 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
  • Anticipatory customer service
  • Collaboration
  • Detail and accuracy
  • Time management
  • Additional competencies as appropriate for specialty function

Minimum Requirements

  • Bachelor’s degree
  • Microsoft Office Suite (advanced Excel skills preferred)
  • Excellent communication and interpersonal skills
  • Demonstrated strength in customer/client service
  • Excellent analytical skills with extraordinary attention to detail
  • Collaborative work style with previous success in a team environment
  • Desire for growth opportunities and ongoing training

Preferred Skills and Experience

  • Financial industry experience
  • Administrative support or clerical experience
  • Experience with PortfolioCenter and Junxure software

Compensation

  • Competitive base salary
  • Benefit package (health, retirement, paid time off, transportation, etc)
  • Eligible for Profit Sharing Plan

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