Wealth Planner — Private Wealth & Estate Strategy

MidFirst Bank; Denver (CO); On-site; USD 110,000 - 165,000; Full time

Job summary

MidFirst Bank is seeking an experienced Wealth Planner to join our Private Wealth team in Denver, CO. You will deliver comprehensive financial planning and partner with Wealth Advisors, Trust Advisors, and Portfolio Managers to design sophisticated plans for affluent clients.

You will spend the majority of time deepening client relationships, presenting plans, and providing guidance on retirement, estate, tax, and asset allocation strategies, while supporting business development and process

Qualifications

• Bachelor's degree in Financial Planning, Finance, Economics, Business Administration, or related field.
• 3–5+ years of experience drafting and presenting financial plans to clients/prospects.
• CFP designation or advanced credentials (CPA, JD, LL.M.) required.

Responsibilities

• Create comprehensive financial plans using cash flow planning software and simulations.
• Enter, validate, and maintain client data within financial planning applications.
• Draft planning summaries and client-ready deliverables.

Skills

Financial planning

Cash flow software

Client relationship building

Analytical skills

Education

Bachelor's degree in Financial Planning

Tools

eMoney

Job description

MidFirst Bank is seeking an experienced Wealth Planner to join our Private Wealth team in Denver, CO. You will deliver comprehensive financial planning and partner with Wealth Advisors, Trust Advisors, and Portfolio Managers to design sophisticated plans for affluent clients.

You will spend the majority of time deepening client relationships, presenting plans, and providing guidance on retirement, estate, tax, and asset allocation strategies, while supporting business development and process