Senior Financial Planner for Ultra-High-Net-Worth Clients

FNBO; Colorado; On-site; USD 105,000 - 179,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

FNBO is seeking a Financial Planner in Colorado to work with ultra-high net worth clients, developing comprehensive financial plans and presenting recommendations to enhance overall financial well‑being while maintaining strict confidentiality.

You will lead client meetings, gather data, input into eMoney, and prepare reports, collaborating with Financial Advisors and teams. A CFP pathway and 5+ years of planning experience are preferred; onsite with a culture of growth and excellence.

Qualifications

• Bachelor’s degree in Business Administration or related field.
• CFP designation or planned path to achieve CFP designation.
• 5+ years of experience in financial planning.
• Experience with servicing high net worth individuals.
• Proficient in eMoney financial planning software.

Responsibilities

• Lead and prepare customer meetings to discuss goals and plans.
• Gather client data across income, expenses, investments, tax and estate plans.
• Input data into financial planning software and validate projections.
• Develop and present recommendations to improve client financial well‑being.
• Maintain files and communicate results to clients and advisors.

Skills

Client meetings

Financial planning

Data gathering

Communication

Education

Bachelor's degree in Business Administration or related field

CFP designation or planned path

Tools

eMoney

Job description

FNBO is seeking a Financial Planner in Colorado to work with ultra-high net worth clients, developing comprehensive financial plans and presenting recommendations to enhance overall financial well‑being while maintaining strict confidentiality.

You will lead client meetings, gather data, input into eMoney, and prepare reports, collaborating with Financial Advisors and teams. A CFP pathway and 5+ years of planning experience are preferred; onsite with a culture of growth and excellence.