Senior Wealth Planning Advisor

100 Raymond James & Associates, Inc.; Denver (CO); On-site; USD 58,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Medical insurance

Paid time off

Job summary

100 Raymond James & Associates, Inc. in Denver seeks a Financial Planner to provide comprehensive financial planning, retirement, tax, estate and education funding advice to clients.

You will review client portfolios, design tailored plans, present recommendations, and coordinate communications while ensuring regulatory compliance. This role is on-site in Colorado and offers growth opportunities within a people-first culture.

Qualifications

• Bachelor’s degree in a related field and relevant financial planning experience.
• SIE required; Series 7/63/65/66 licenses as applicable.
• CFP designation preferred; ongoing professional education.

Responsibilities

• Review client portfolios and analyze goals.
• Serve as relationship manager for a subset of clients.
• Develop tailored financial plans and present recommendations.
• Prepare, coordinate, and follow through on communications with clients.
• Ensure compliance with firm and regulatory policies.

Skills

Financial planning

Portfolio analysis

Client relationship management

Communication skills

Education funding planning

Education

Bachelor’s degree

SIE license

Series 7/63/65/66

CFP designation

Tools

CRM software

Financial planning software

Job description

100 Raymond James & Associates, Inc. in Denver seeks a Financial Planner to provide comprehensive financial planning, retirement, tax, estate and education funding advice to clients.

You will review client portfolios, design tailored plans, present recommendations, and coordinate communications while ensuring regulatory compliance. This role is on-site in Colorado and offers growth opportunities within a people-first culture.