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Wealth Management

Director of Wealth Planning & Client Strategy

Job in Englewood, Arapahoe County, Colorado, 80151, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 350000 USD Yearly USD 125000.00 350000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm in Colorado is seeking a Director of Financial Planning to provide tailored financial advice and build strong client relationships. The ideal candidate will possess direct experience in wealth management, with an active Series 65 and a Health and Life Insurance license. Responsibilities include evaluating client needs, providing recommendations, and ensuring exceptional service.

This role offers a competitive salary range of $125,000 – $350,000 based on performance with additional benefits.
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