Careers

Be a part of our growing, vibrant team. 

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

We are currently seeking an individual who is passionate about client service and exceeding expectations to join our team as a Human Resources Generalist, as well as an experienced Senior Financial Planner.

Human Resources Generalist (Part-Time)

Title: Human Resources Generalist

Reports to: Director of Human Resources

Core Responsibilities

  • Assist HR Director with all facets of Human Resources responsibilities.
  • Compensation Programs
    • Under the direction of the HR Director/CEO, maintain master compensation Excel file. Include combination of revenue generating and non-revenue generating compensation structures.
    • Assist HR Director with benchmark studies- compile CFM compensation data to participate in study, review annual published report.
    • Assist HR Director with annual increases- update employee specific compensation sheets, schedule and participate in compensation meetings with employees.
  • Recruiting and Hiring
    • Assist HR Director with full-cycle recruiting for all levels of position within the company, as approved by CEO and CFM Partners.
    • Assist HR Director with onboarding of new hires. May include working collaboratively with departmental Directors/supervisors to plan and execute successful new hire training.
  • Organizational Growth
    • As needed, review and give input regarding current and future promotion and hiring opportunities throughout the firm based on available data regarding company growth.
  • Employee Relations
    • Build and maintain professional relationships throughout the firm.
    • Provide coaching to help employees navigate difficult or complex workplace scenarios.
    • Escalate concerns and counselling needs to HR Director.
  • HRMS Administration
    • Day-to-day data input, maintenance, reporting, etc.
  • Payroll and Benefits Administration
    • Handle day-to-day payroll and benefit enrollment needs, employee inquiries, reporting, tracking, etc.
    • Assist HR Director with annual benefit review and open enrollment process.
  • Company Policy Administration
    • Work with HR Director to review and improve internal policies, collect signatures, provide trainings, etc.
  • Compliance
    • Review and ensure HR specific compliance requirements as dictated by governing entities are being met.
    • Complete all required SEC compliance requirements.
  • 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 acumen
  • Business communication (verbal, written, electronic)
  • “Lifelong learner”
  • Resourceful problem solving
  • Interpersonal relationship management
  • Collaboration
  • Detail and accuracy
  • Time management

Minimum Requirements

  • Bachelor’s degree
  • 5+ years in Human Resources roles, with evidence of increasing responsibility
  • 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

Preferred Skills and Experience

  • 10+ years in Human Resources roles, with primary experience as a Generalist/Manager
  • HR Certification: PHR/SPHR/SHRM-CP/SHRM-SCP
  • Financial industry experience

Compensation

  • Base salary: Full-Time Equivalent of $70,000-$80,000
    • Position will be 40%-60% FTE
  • Benefit package (health, retirement, long term disability, life and AD&D, ID Protection, new parent leave, paid time off, etc) – May vary dependent on Full/Part-Time status
  • Eligible for Profit Sharing Bonus
Senior Financial Planner

Title: Senior Financial Planner

Department: Financial Planning

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 a Financial Planning 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

  • Planning for Ultra-High-Net-Worth Clients and Complex Client Matters
    • Responsible for a portion of the firm’s most complex financial plans
      • ie., Complex Tax Planning and Analysis, Business Planning Matters/Succession Planning, Roth Conversion Analysis, Divorce Planning, Estate Administration Assistance, Estate Planning Reviews (complex/taxable), etc.
    • One of the Firm’s primary resources regarding tax inquiries
  • General Financial Planning Functions
    • Subject matter expert in the functionality of 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 easily translate the information
    • Prepare income tax analyses and retirement needs plans
  • Client Service
    • Build and maintain client and prospect relationships in partnership 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 understood, executed and documented
    • Analysis
      • Work with various Financial Advisors to understand client objectives
      • Perform various analyses: Overall asset allocation analyses, retirement projections, tax projections, Roth conversion analyses, business succession analyses, review and prepare summaries of estate plan documents, education funding analyses, Social Security analyses, review of gifting strategies and opportunities, various insurance product analyses, etc.
      • Make recommendations associated with the above analyses
      • Train and provide feedback to department staff on best practices associated with analysis
    • 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, including in the area of mathematical reasoning
  • Time management; deadline-oriented

Minimum Requirements

  • Bachelor’s degree
  • Active CFP credentials
  • Years of direct 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
  • Deep knowledge and professional experience in business planning matters
  • CPA/former CPA and/or proven knowledge in complex tax planning
  • Experience with estate administration and estate planning

 Compensation

  • Salary: $80,000-$100,000 (FTE)
  • Benefit eligible
    • Medical, Retirement, PTO, LTD, Life and AD&D, etc.
  • Profit Share Bonus eligible
Client Service Manager

Title: Client Service Manager

Department: Operations

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 Tamarac and Junxure software

 Compensation

  • $55,000.00 Full-Time Equivalent
  • Competitive base salary
  • Benefit package (health, retirement, paid time off, etc)
  • Eligible for Profit Sharing Plan