CFP Financial Planner | Senior Associate Wealth Advisor

CFP Board of Standards Inc.; Colorado Springs (CO); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

Health insurance

401(k)/retirement plan

Paid vacation/PTO

Paid sick leave

Paid holidays

Professional development and continued

Job summary

Petra Financial Advisors in Colorado Springs seeks a CFP® professional to join as Financial Planner or Senior Associate Financial Planner, depending on experience. This in-office, full-time role emphasizes comprehensive financial planning and client advisory support.

The position offers a path from planning analysis to deeper client relationships, with compensation in the range of $70,000 to $105,000 plus a benefits package. Ideal for CFP professionals aiming to advance advisory responsibilities.

Qualifications

• Active CFP certification
• Bachelor's degree in finance, accounting, or related field
• Experience in financial planning or wealth management environment
• Strong written and verbal communication skills
• Ability to manage multiple client priorities and meet deadlines
• Fiduciary mindset and fee-only advisory alignment

Responsibilities

• Develop and maintain comprehensive financial plans for Petra clients across retirement, cash-flow, tax, estate, education, and investment planning.
• Analyze client financial information and identify planning opportunities and concerns.
• Prepare recommendations and communicate implications of decisions to clients.
• Coordinate with CPAs, estate attorneys, insurance professionals, and other externals as appropriate.
• Stay current on tax law changes, planning strategies, and industry best practices.
• Participate in client meetings and support lead advisors in delivering advice.

Skills

CFP certification

Financial planning

Client relationship management

Communication skills

Analytical thinking

Education

Bachelor's degree

Tools

Wealthbox

eMoney

Job description

Petra Financial Advisors in Colorado Springs seeks a CFP® professional to join as Financial Planner or Senior Associate Financial Planner, depending on experience. This in-office, full-time role emphasizes comprehensive financial planning and client advisory support.

The position offers a path from planning analysis to deeper client relationships, with compensation in the range of $70,000 to $105,000 plus a benefits package. Ideal for CFP professionals aiming to advance advisory responsibilities.