Client-Facing Financial Planner — Personal, Business & Estate

New York Life - Fort Collins; Fort Collins (CO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k) with matching

Cash Balance Pension Plan

Job summary

WizeHire, Inc seeks two client-facing planning professionals in Northern Colorado and surrounding regions. The role focuses on Personal, Business, and Estate Planning strategies, helping clients navigate complex financial decisions with integrity.

The compensation package includes a Training Allowance, commissions, and expense allowance, plus subsidized Health, Dental, and Vision benefits, a 401(k) plan with matching, and a Cash Balance Pension Plan.

Qualifications

• Client-facing role requiring strong communication and empathy.
• Experience in personal, business or estate planning preferred.
• Must have passion for helping people and doing what's right.

Responsibilities

• Provide Personal, Business, and Estate Planning strategies to clients.
• Assist clients in selecting appropriate plans and products.
• Collaborate with team to ensure compliant, client-centered service.

Skills

Client-facing

Communication skills

Empathy

Financial planning

Tools

CRM software

Job description

WizeHire, Inc seeks two client-facing planning professionals in Northern Colorado and surrounding regions. The role focuses on Personal, Business, and Estate Planning strategies, helping clients navigate complex financial decisions with integrity.

The compensation package includes a Training Allowance, commissions, and expense allowance, plus subsidized Health, Dental, and Vision benefits, a 401(k) plan with matching, and a Cash Balance Pension Plan.