Associate Financial Planner

WOMAN OWNED, PLANNING-CENTRIC, GROWING
Our client is a leading financial planning firm that is devoted to giving the highest quality financial advice with unwavering integrity and service to clients. This firm does it all – learning about a client’s goals, educating them on financial matters, delivering nuanced investment management, and providing them with tailored ongoing planning to achieve their dreams. If you are a newer planner looking for the right mentors, and opportunity to make an impact on day one, this is the role you’ve been seeking.
WHAT YOU WILL GET TO DO
Partner closely with Lead Advisors in gathering client information and analyzing financial data for financial planning purposes. Draft and update financial plans and recommendations. Serve as a point of contact for clients, addressing inquiries, concerns and providing support to ensure a positive client experience. Assist in conducting investment research and analysis to support financial planning efforts. Collaborate with the Client Service Team to facilitate the onboarding process for new clients, ensuring all necessary documentation and information are collected accurately. Develop deep relationships with the clients and improve their lives.
QUALIFICATIONS 
Bachelor’s degree from an accredited university. At least 1 year of financial planning experience. CFP® certificant or demonstrated progress towards completion. Excellent written and verbal communication skills. Comfort working within established processes and contributing as part of a collaborative, women led team. Within commuting distance of Boulder, CO.
THE PERKS 
Starting base salary range of $75k based on experience, plus bonus opportunities. Generous paid time off policy. Company retirement plan with match and non-discretionary employer contributions. Health, dental, and vision insurance benefits. Hybrid flexibility after initial integration. Clear growth track to Lead Advisor.