Top 197 Financial planner Jobs in Centennial, Co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred
Stronghaven —Greenwood Village, CO
- $67,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Services Associate
Lifeline Wealth Group —Littleton, CO
- $30,000 - $150,000 a year
- Part-time
- Hybrid work
- Driver's License
- Entry level
- Professional development assistance
- Flexible schedule
Quick Apply
Financial Advisor (Recent Grads Encouraged To Apply)
Northwestern Mutual —Englewood, CO
- $70,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (CO)
Bankers Life —Denver, CO
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Financial Planning Consultant - Greenwood Village, CO
Fidelity Investments —Greenwood Village, CO
- $85,000 - $121,000 a year
- Full-time
- Residential
- Senior level
- Communication skills
- Loan repayment program
- Health insurance
Fidelity’s Licensing Accelerator Program (SIE®) - Denver, CO
Fidelity Investments —Englewood, CO
- Full-time
- Entry level
- Loan repayment program
- Health insurance
Wealth Planner
Bank of America —Greenwood Village, CO
- $52,000 - $96,000 a year
- Full-time
- Background check
- Mid-level
- Office
Participant Services Specialist – Stock Plan Support
Charles Schwab —Lone Tree, CO
- $29.94 - $34.99 an hour
- Monday to Friday
- Hybrid work
- Finance
- Bachelor's degree
- In-person
- Paid parental leave
- Employee stock purchase plan
17h
Planning and Advice Associate - Greenwood Village, CO
Fidelity Investments —Greenwood Village, CO
- $47,500 - $50,000 a year
- Full-time
- Mid-level
- Office
- Communication skills
- Loan repayment program
- Disability insurance
Financial Advisor
First Command Financial Services, Inc. —Aurora, CO
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Denver
Goldman Sachs —Denver, CO
- Office
- Bachelor's degree
- Mentoring
- Disability insurance
- Health insurance
14d
Associate Executive Director
Berkley —Englewood, CO
- $84 - $86 an hour
- Part-time
- Mentoring
- Senior level
- Communication skills
- Profit sharing
- Wellness program
12d
Financial Advisor - Denver Metro Area
Thrivent —Greenwood Village, CO
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor/Wealth Manager - Denver
Florida Financial Advisors —Greenwood Village, CO
- From $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual - West Denver —Golden, CO
- $70,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- Business development
- Paid training
- Disability insurance
Quick Apply
Financial Advisor (Career Changers Encouraged To Apply)
Northwestern Mutual —Parker, CO
- $70,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Denver, CO
- From $75,000 a year
- Full-time
- Management
- Military
- Mid-level
- Paid training
- Health insurance
Quick Apply
Financial Advisor (Career Changers Encouraged To Apply)
Northwestern Mutual —Lone Tree, CO
- $70,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Representative - Career Changer
Northwestern Mutual - Colorado Springs —Castle Rock, CO
- $75,000 - $150,000 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
9d
Financial Advisor (Career Changers Encouraged To Apply)
Northwestern Mutual —Littleton, CO
- $70,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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financial planner jobs near centennial, co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Stronghaven -
Greenwood Village, CO

Quick Apply

Job Details

Full-time
$67,000 - $80,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Series 7

Full Job Description

Investment Operations Associate / Associate Wealth Advisor : Career Path to Head of Investment Operations, Client Advisory & Practice Management

StrongHaven Wealth Stewardship & Family Office
Cherry Creek & Denver Tech Center, Colorado
Full-Time | In-Person (Limited Hybrid Opportunities After 180 Days)

Build a Career, Not Just a Job

StrongHaven is a rapidly growing independent Registered Investment Advisor (RIA), and we're looking for exceptional individuals to join our team.

This role is designed as a long-term career opportunity—not simply an operations position. As our firm continues to grow, successful team members will have the opportunity to advance into leadership roles in Investment Operations, Client Advisory, and Practice Management.

About Stronghaven

We serve entrepreneurs, business owners, executives, creators, and multigenerational families through our Wealth Stewardship and Family Office platforms.

Our team values exceptional client service, integrity, collaboration, continuous learning, and long-term relationships. We promote from within whenever possible and believe our people are our greatest investment.

What You'll Do

Deliver an exceptional client experience through responsive, proactive service.
Open and onboard new client accounts.
Process ACAT transfers, money movements, journals, and wire requests.
Maintain brokerage, retirement, trust, and advisory accounts.
Assist advisors with financial planning preparation and analysis.
Prepare client meeting materials and follow-up items.
Coordinate with custodians, CPAs, attorneys, and other professionals.
Maintain CRM records and operational workflows.
Support investment operations, trading, and account servicing.
Help improve internal processes as the firm continues to grow.

What We're Looking For

Passion for serving clients.
Strong organization and attention to detail.
Excellent written and verbal communication.
Positive, collaborative attitude.
Ability to manage multiple priorities.
Desire to build a long-term career in wealth management.
Desire to learn and grow in the advisory and investment space

Experience in an RIA, broker-dealer, financial planning firm, banking, or investment operations is strongly preferred but not required.

Licensing

Candidates must hold or obtain the following within 90 days of employment.

Series 65 License - candidates who hold a series 7 must obtain their series 66
Colorado Life & Health Insurance License

We support licensing, continuing education, and professional development.

Compensation & Benefits

$67,000–$80,000 starting salary, depending on experience
Performance bonus opportunities
Health insurance
Paid Time Off
401(k) retirement plan
Continuing education and licensing support
Limited hybrid work opportunities after 180 days, based on performance and business needs

Why Join StrongHaven?

We're building one of Colorado's premier boutique Wealth Stewardship and Family Office firms. Every member of our team has the opportunity to make a meaningful impact, grow professionally, and help shape the future of the firm.

If you're looking for more than a job—if you're looking for a place to build a career, serve clients with excellence, and grow alongside an ambitious team—we'd love to hear from you.

StrongHaven is an Equal Opportunity Employer.

Join us in shaping the future of investment operations by leveraging your expertise in finance, compliance, and client service. We are dedicated to fostering a vibrant workplace where your skills can thrive while making a meaningful impact on our clients’ financial journeys.

Pay: $67,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial planner jobs in centennial, co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

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Financial Advisor (Recent Grads Encouraged To Apply)

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Financial Planning Consultant - Greenwood Village, CO

Fidelity’s Licensing Accelerator Program (SIE®) - Denver, CO

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Participant Services Specialist – Stock Plan Support

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