Financial Planner

Creative Planning; Denver (CO); On-site; USD 70,000 - 100,000; Full time

Job summary

Creative Planning in Denver seeks a Financial Planner to work closely with clients, gather data, and develop tailored financial plans. You will collaborate with Wealth Managers to deliver comprehensive advice and ensure accuracy across CRM tools.

The role emphasizes implementing recommendations and ongoing plan monitoring. The candidate should have a Finance/Accounting/Business Administration background, 3 years in financial services, and pass internal exams like Profiles/Dashboards, plus Series

Qualifications

• Relevant educational background in Finance, Accounting or Business Administration.
• 3 years financial services industry experience.
• Pass internal exams - Profiles/Dashboards.
• Series 65 (or equivalent) attained within 120 days.

Responsibilities

• Interacts with clients daily to gather information and develop recommendations.
• Prepares Financial Planning recommendations.
• Collaborates with Wealth Managers to deliver expert financial advice.
• Manages accuracy of internal CRM software.
• Implements and monitors Financial Planning recommendations.
• Communicates with clients about plan status and adjustments.
• Performs other duties as assigned.

Skills

Financial planning

Client interaction

Education

Finance/Accounting/Business Administration

Tools

CRM software

Job description

The Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients.

JOB DUTI

• ESParticipates and conducts client meetin
• gsPrepares the Financial Planning recommendatio
• nsCollaborates with members from each business line to best serve the clie
• ntManages accuracy of internal Client Relationship Management (CRM) softwa
• reImplements Financial Planning recommendatio
• nsMonitors the Financial Plan and communicates with clien
• nsGrey/overlapping tasks between department are
• asAll other duties as assign

ed REQUIRED EXPERIENCE / QUALIFICATI

• antRelevant Educational Background (Finance, Accounting or Business Administrati
• on)3 years financial services industry experie
• ncePass internal exams - Profiles/Dashboa
• rdsSeries 65 (or equivalent) attained within 120 d