67 Results for

Certified Financial Planner Jobs in Colorado

Jobs

New!

Denver, COToday

$85,000–$110,000 Per Year

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Centennial, CO7 days ago

Yes, closing deals can often be done in social settings and events - "Family style" set schedule can be made for parents with kids - unlimited income potential and extended vacation time is possible based on efficiency and performance. With our team maintaining clear communication and valuable help, our clients maintain their loyalty far past the rest of our industry.

Denver, CO14 days ago

Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing team in Denver, CO. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.

Denver, CO13 days ago

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis.

Colorado Springs, CO30+ days ago

Remote

Full-time

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

Arvada, CO30+ days ago

Remote

Full-time

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

Denver, Colorado11 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Colorado Springs, CO30+ days ago

Full-time

This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.

Englewood, CO30+ days ago

Remote

$52–$56 Per Hour

In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. In term of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.

Englewood, CO30+ days ago

Remote

In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

New!

Denver, Colorado5 days ago

What You'll Be Doing: The Financial Advisor Associate – Investments & Portfolio Analyst works closely with a Financial Advisor (FA) to deliver comprehensive, client-centric investment solutions while providing analytical support in portfolio construction, monitoring, and financial planning. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Durango, CO12 days ago

We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado. MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation.

New!

Loveland, Colorado6 days ago

PHYSICAL REQUIREMENTS:Seeing: 75-100%Must be able to greet customers read documents, use computer Hearing: 75-100%Must be able to communicate with customers and co-workers Standing/Walking: 25-49%Must be able to visit customer Climbing/Stooping/Kneeling: 0-24%Fingering/ Grasping/Feeling: 75-100%Must be able to use computer, write PHYSICAL DIMENSIONS:Medium Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Responsible for comprehensive financial planning for clientsRESPONSIBILITIES AND DUTIES:Prospects new customers and solicits new business with assistance from Financial Advisor Officer or manager.

Westminster, CO30+ days ago

Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

Boulder, CO30+ days ago

Full-time

Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside.

Lafayette, CO30+ days ago

Full-time

Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool. Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.

Aurora, CO30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

La Junta, CO30+ days ago

Remote

In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Key responsibilities include decommissioning legacy equipment, auditing circuits, and designing shelf/card expansions, node insertions, and network grooming plans.

Denver, Colorado30+ days ago

The Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

Denver, Colorado13 days ago

$130,000–$150,000 Per Year

This role partners closely with operations, project management, and executive leadership to deliver actionable insights on project profitability, cash flow, and overall business performance. The Manager of Financial Planning and Analysis (FP&A) plays a critical role in driving financial visibility, forecasting accuracy, and operational performance in a private equity-backed (PE), project-based construction environment.

Highlands Ranch, CO12 days ago

Full-time

Culture is at the heart of the client experience, and you will help encourage, celebrate, and support our organization by fostering an enriching environment focused on providing a great experience for both internal and external clients. We are committed to fostering an environment in which each employee can contribute creative ideas, face challenges, assume leadership roles, and continue to meet and exceed both business and personal goals.

Colorado Springs, CO30+ days ago

The Financial Aid Leader creates and implements a customer-focused financial aid plan that supports the Paul Mitchell Schools' culture, the admissions process and service in the school, and the Future Professionals. Not only do we offer an education second to none, we also make time for personal and communal growth through opportunities such as FUNraising monthly team trainings, student clubs and activities, fashion shows, photo shoots and much more.

Denver, CO30+ days ago

$76,000–$107,000 Per Year

Offer tailored financial solutions including life insurance, fixed annuities, long-term care insurance, and retirement planning products. New York Life Insurance Company is seeking a Licensed Financial Advisor to serve clients in the Denver area.

New!

Denver, CO6 days ago

Remote

$129,000–$161,000 Per Year
Full-time

This role is accountable for the integrity, accuracy, and timeliness of all SEC filings and management reporting, while also serving as a key advisor to senior finance leadership on disclosure strategy, complex accounting matters, and reporting governance. From preparing and overseeing consolidated financial statements to supporting executive and Board-level reporting, the team ensures accuracy, clarity, and confidence in how financial performance is communicated across the business and to the market.

Aurora, CO30+ days ago

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

Westminster, CO30+ days ago

$130,000–$155,000 Per Year

Please Note: To conform with the United States Government Space Technology Export Regulations, the applicant must be a U.S. citizen, lawful permanent resident of the U.S., conditional resident, asylee or refugee (protected individuals as defined by 8 U.S.C. 1324b(a)(3)), or eligible to obtain the required authorizations from the U.S. Department of State.*. - Acting as the subject matter expert for financial performance of their programs, providing management with an early warning of potential performance issues, identifying risks and offering solutions.

Denver, CO30+ days ago

Full-time

As one of our Integrated Financial Planning (IFP) team members, you will play a critical role within our organization in helping our financial representatives grow their financial services practice. Culture is at the heart of the client experience, and you will help encourage, celebrate, and support our organization by fostering an enriching environment focused on providing a great experience for both internal and external clients.

Boulder, CO30+ days ago

Prepare and present financial reports, including variance analyses and trends, to regional leadership and other stakeh Strategic Support: Collaborate with regional leadership teams, Development, and other areas to integrate strategic conservation and campaign priorities into multi-year and annual plans. RESPONSIBILITIES & SCOPE GLOBAL REGIONS-FOCUSED MANAGER ROLE: Financial Planning and Forecasting: Support the quarterly forecasting, annual budgeting, and multi-year planning processes for the global regions to ensure accurate financial planning and resource allocation.

Aurora, CO30+ days ago

$60,000–$80,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Fort Collins, Colorado11 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

New!

Colorado Springs, CO3 days ago

Remote

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is seeking motivated and growth-minded individuals interested in building a career in financial services while helping families work toward stronger financial futures. Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.

Boulder, Colorado30+ days ago

The Senior Financial Analyst meets monthly with department managers to walk through their departmental spending, gathering feedback and understanding into their execution against budget and guidance, while providing insight to their departmental trends and root causes of variances. The Senior Financial Analyst leads the budget and guidance process for establishing and maintaining the Operational Expenditures, OPEX, and the Sales, General, and Administrative, SG&A, expense sections of the income statement.

Englewood, CO30+ days ago

$65,000–$80,000 Per Year

Manage account-related processes including new account openings, information updates, money movement (ACH), RMDs, annuity updates, external account maintenance, and paperwork processing. You will follow established procedures for routine tasks while also taking initiative on work with substantial variety and complexity — all with an emphasis on creating and delivering a unique client experience that defines and differentiates our practice.

Denver, CO30+ days ago

Education Qualifications Bachelor's Degree (required) Have completed/began CFP (Certified Financial Planner) Courses (preferred) Licenses and Certifications FINRA Security Industry Essentials (SIE) within 120 Days (required) FINRA License S7 within 120 Days (required) FINRA License S66 and Resident State Insurance License within 120 Days (required) Core CompetenciesAll KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center sta Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.

Denver, CO30+ days ago

Full-time

Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.

Denver, CO30+ days ago

$120,000–$175,000 Per Year

In this role, you'll tackle complex technical challenges that come with scaling an enterprise platform, including multi-tenancy, cloud infrastructure, distributed systems, data architecture, and AI infrastructure that is thoughtfully integrated into the core platform. Demonstrated experience using AI-driven or agentic automation to improve engineering systems, workflows, or organizational efficiency (e.g., automating operational processes, developer workflows, infrastructure management, or internal tooling).

Denver, CO10 days ago

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Denver, CO22 days ago

$215,000–$270,000 Per Year

A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.

New!

Colorado Springs, CO2 days ago

$70,000–$90,000 Per Year

This role is ideal for someone who enjoys meeting new people, presenting financial concepts in a clear and engaging way, and helping prospective clients take the next step toward comprehensive financial planning. Bonus opportunities: Annual advisory bonus plus potential quarterly team bonus; Sales Advisors may also earn additional bonuses tied to new assets closed/preserved.

Arvada, CO30+ days ago

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Littleton, CO30+ days ago

Castle Rock, CO30+ days ago

Boulder, CO30+ days ago

Full-time

Colorado Springs, CO30+ days ago

Full-time

Erie, CO30+ days ago

Full-time

Thornton, CO30+ days ago

Full-time

Aurora, CO30+ days ago

Full-time

Silverthorne, CO30+ days ago

Full-time

Denver, CO30+ days ago

Full-time

Castle Rock, CO30+ days ago

Full-time

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Certified Financial Planner Jobs in Colorado

Jobs

Senior Financial Planning & Analysis AnalystJobot

$$$ Insurance Advisor Rep- Sell Big - We have great clients! $$$Randy Bales Insurance Agency Inc

Financial PlannerLarson Financial Group, LLC

Financial AdvisorNorthwestern Mutual - Denver

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISORCareer Headhunter LLC

FINANCIAL ADVISOR (ENTRY-LEVEL)Career Headhunter LLC

Financial AdvisorNorthwestern Mutual

Financial PlannerT. Rowe Price

Planner IIIApex Systems Inc

Planner IIApex Systems Inc

Financial Advisor Associate-Investments & Portfolio AnalystStifel

Financial AdvisorMBE Wealth

FINANCIAL ADVISORPinnacle Bank/Bank of Colorado

Financial Advisor/Wealth ManagerProfessions Inc

Financial AdvisorCareer Headhunter LLC

Entry-Level Financial AdvisorCareer Headhunter LLC

Financial AdvisorFirst Command Financial Services, Inc.

Financial Coach/CounselorBenefits In Action

Senior Financial AdvisorGallagher

Manager of Financial Planning & AnalysisBeacon Communications

Financial Planning SupportNorthwestern Mutual - Denver

Financial Services AdvisorPaul Mitchell Schools

Financial AdviserNew York Life-Colorado

Financial Reporting DirectorEnvestnet

Senior Financial Advisor – Experienced ProfessionalsFirst Command Financial Services, Inc.

Senior Financial Planning and Analysis (FP&A) Specialist IICesiumAstro

Financial Services Associate (Future Role)Northwestern Mutual - Denver

Manager, Financial Planning, Reporting And Analysis (56656)The Nature Conservan

Entry-Level Financial PlanningDavis Family Financial LLC

College Financial Representative, Internship ProgramNorthwestern Mutual

Entry-Level Financial Wellness Advisor (Remote)Traction Forge Financial

Financial Analyst, Sr.The GEO Group

Registered Service Associate - Wealth and Retirement PlanningHire With Ease

Advisor Professional Development ProgramKeyCorp

J.P. Morgan Wealth Management - Executive Director, Wealth AdvisorJPMorgan Chase Bank, N.A.

Staff Software Engineer - Architecture and Cloud ScaleLearnLux

Senior Wealth AdvisorBeacon Pointe Advisors LLC

Tax Managing Director, Private Client Servicesbdo consulting

Wealth Mangement Sales AdvisorRFG Advisory

J.P. Morgan Wealth Management - Private Client Advisor - Arvada, COJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Littleton, COJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Castle Rock / Lone Tree / Parker, COJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Boulder, COJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Colorado Springs, CO (Austin Bluffs)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Erie, CO (Lafayette)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Thornton, COJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Aurora, COJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Silverthorne, COJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Denver, CO (Denver Metro)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Castle Rock / Lone Tree / Parker, COJPMorgan Chase Bank, N.A.

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