Vice President, Wealth Planner - Fort Collins, CO

What you’d do

Serve as a trusted adviser to high-net-worth clients, building personalized financial roadmaps and delivering integrated wealth planning and investment strategies, including wealth transfer and multigenerational planning. Full time. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• Bachelor's degree preferred
• CFP preferred
• Active FINRA Series 7 & 66, or ability to acquire Series 66
• 5+ years financial services industry experience
• 3-5 years financial planning experience