Senior Financial Planner – High Net Worth & CFP

FNBO; Fort Collins (CO); On-site; USD 105,000 - 179,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with match

Time Off

Tuition Assistance

Growth Opportunities

Job summary

FNBO in Fort Collins, CO is seeking a Financial Planner to work with ultra-high net worth clients, developing comprehensive financial plans and presenting recommendations to improve overall well-being. The role emphasizes confidentiality, data accuracy, and collaborative service with client teams.

The ideal candidate will have a CFP designation (or pursuing it), 5+ years of experience in financial planning, and proficiency with eMoney.

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.
• Experienced user of eMoney financial planning software.
• Experience servicing high net worth individuals and institutions.
• Excellent attention to detail and analytical skills.
• Ability to communicate clearly and concisely, both written and verbal.

Responsibilities

• Attend and lead client meetings for goal setting and planning.
• Gather and interpret client income, expenses, investments, and tax documents.
• Input information into eMoney and ensure data accuracy.
• Develop recommendations to improve client financial well-being.
• Present solutions to clients and internal partners.
• Maintain client files and coordinate follow-up with teammates.
• Deliver exceptional client experience and proactive opportunities.
• Participate in planning process and training opportunities.

Skills

CFP designation

Client meetings

Communication

Analytical skills

Data gathering

Education

Bachelor’s degree in Business Administration or related field

Tools

eMoney

Job description

FNBO in Fort Collins, CO is seeking a Financial Planner to work with ultra-high net worth clients, developing comprehensive financial plans and presenting recommendations to improve overall well-being. The role emphasizes confidentiality, data accuracy, and collaborative service with client teams.

The ideal candidate will have a CFP designation (or pursuing it), 5+ years of experience in financial planning, and proficiency with eMoney.