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Financial Advisor Financial Consultant Wealth Management

Senior Wealth Planner: Hybrid & Client Strategy

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: US Bank
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A major financial institution is seeking a PWM Wealth Planner in Denver, Colorado, to provide comprehensive and goals-based financial planning services. The role involves lifestyle, protection, and estate planning, alongside expertise in planning software. Candidates should have a Bachelor's degree, 10+ years of wealth planning experience, and strong client presentation skills. This is a hybrid position, allowing flexibility in work location, along with a competitive benefits package including healthcare and retirement plans.
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Position Requirements
10+ Years work experience
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