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Strategic Wealth Planner; CFP - Client Impact

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: Corient Private Wealth LLC.
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
Position: Strategic Wealth Planner (CFP) - Client Impact
A leading wealth management firm based in Denver, Colorado, is looking for a highly skilled financial planner. The ideal candidate will possess a Bachelor's degree and CFP certification, along with a minimum of 2-3 years of relevant experience. This role requires proficiency in Microsoft Office, particularly Excel, and exceptional communication and analytical skills. The planner will focus on increasing their financial planning and investment knowledge while ensuring top-notch advisory services to clients, always putting their interests first.

The position requires onsite work four days a week.
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