Planning Consultant - Greenwood Village, CO

What you’d do

Guide clients through personalized financial planning conversations, helping them meet long-term goals while deepening relationships through asset consolidation and referrals. Use tools like Salesforce to manage client engagement and mentor peers. Full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• FINRA Series 7 & 63 licenses
• FINRA Series 65 or 66, or ability to acquire upon hire
• Appropriate state registrations
• Financial services experience, preferably financial planning
• Salesforce