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Assistant Financial Planner Jobs in Colorado (NOW HIRING)

Perfect Landing

FP&A Analyst

Denver, CO

$75K - $85K/yr

Partner with the Director of Finance and FP&A Manager to support budgeting, forecasting, financial ... Track key performance indicators and assist with ad hoc financial analysis and reporting. * Support ...

Baird

Associate Financial Advisor

Durango, CO · On-site

$59K - $80K/yr

Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team Assist with marketing efforts, such as a newsletter or ...

Loenbro

Executive Assistant (Finance)

Westminster, CO · On-site

Executive Assistant (Finance) Company: Loenbro, LLC Business Unit/Department: Finance Location ... FP&A is preferred. * Strong project coordination skills, with the ability to track deadlines ...

Prologis, Inc.

Energy FP&A Associate

Denver, CO · On-site

$102K - $140K/yr

... * Assist in preparation of quarterly business plan updates and earnings support materials ... FP&A, investment analysis, public accounting, corporate finance, or a related field. * Solid ...

Prologis

Energy FP&A Associate

Denver, CO

$102K - $140K/yr

... * Assist in preparation of quarterly business plan updates and earnings support materials ... FP&A, investment analysis, public accounting, corporate finance, or a related field. * Solid ...

Terumo BCT, Inc.

Sr Financial Analyst

Lakewood, CO

$86K - $107K/yr

... * Assist functional leaders in understanding financial impacts, trade offs, and risks, escalating key issues to the FP&A Manager as appropriate * Support the execution of monthly and quarterly ...

Loenbro

Executive Assistant (Finance)

Westminster, CO · On-site

Executive Assistant (Finance) Company: Loenbro, LLC Business Unit/Department: Finance Location ... FP&A is preferred. * Strong project coordination skills, with the ability to track deadlines ...

Terumo BCT, Inc.

Sr Financial Analyst

Lakewood, CO · On-site

$86K - $107K/yr

... * Assist functional leaders in understanding financial impacts, trade offs, and risks, escalating key issues to the FP&A Manager as appropriate * Support the execution of monthly and quarterly ...

System One Holdings, LLC

Sr Financial Analyst

Denver, CO · On-site

$75K - $94K/yr

... decision-making. * Assist with expense and headcount planning, project and portfolio financial analysis, and support for capital investments, systems initiatives, and regulatory programs.

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Showing results 21-40

All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Colorado

Assistant Financial Planner information

See Colorado salary details

$37.3K

$63.7K

$109.9K

How much do assistant financial planner jobs pay per year?

As of Aug 15, 2026, the average yearly pay for assistant financial planner in Colorado is $63,740.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,900.00 and $72,000.00 per year, depending on experience, location, and employer.

What is an assistant financial planner?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as an assistant financial planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an assistant financial planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.

What are the most commonly searched types of Financial Planner jobs in Colorado?

The most popular types of Financial Planner jobs in Colorado are:

What cities in Colorado are hiring for Assistant Financial Planner jobs?

Cities in Colorado with the most Assistant Financial Planner job openings:

Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $63,740 per year, or $30.6 per hour.

Financial Consultant

T Rowe Price

Colorado Springs, CO • Hybrid

Full-time

Life, Retirement

Re-posted 3 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

At T. Rowe Price, providing world-class service to our clients is our primary goal. Grow your career with a top global financial firm with 80+ years of success in the industry. Here, every associate contributes to the lives of those we serve for the better. We do this by building relationships that broaden our client's understanding of their own retirement planning to help them achieve their long-term financial goals. Serving our retirement plan participants is at the heart of our purpose. That starts with you. Come join our team today!

As a fully licensed financial consultant, you will develop and deliver T. Rowe Price backed retirement strategies and insights that enhance the financial well-being of our participants. A financial consultant is a valuable part of a sales team dedicated to high value sales and retention of assets that contribute to our enterprise net new flows. Whileworking within our sales team, you will be responsible for growth outcomes focused on retention, acquisition of new assets, and asset consolidation through ongoing consultative conversations.

Our sales team has a mission of helping our participants reach their long-term financial goals through exemplary service, education, and support every day.We strive to deliver personalized consultations and solutions best suited to the retirement planning needs of T. Rowe Price clients during all phases of life to make a difference in their financial futures!

Responsibilities

  • Provide comprehensive consultations to participants over the phone as part of dedicated sales team model for high value retirement plan participants.
  • Demonstrate a consultative approach in positioning products and services to participants pertaining to retirement planning during life changing events such as separation of service from an employer, retirement, and investment planning.
  • Obtain knowledge of the participant's financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps.
  • Retain assets through education and guidance of available plan-specific and general distribution options.
  • Acquire new assets for the firm through on-going consultation follow-up conversations.
  • Initiate proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions.
  • Diligently manage a pipeline of opportunities to nurture client/participant relationships. Serve as a single point of contact and assist clients through transitions. Use a consistent follow-up process to move sales opportunities forward. Organizecalendar and leads box effectively and efficiently to execute on results.
  • Deliver on defined retention andsales targets and other role-based responsibilities.
  • Develop and maintain proficient knowledge of T. Rowe Price funds, products, and services.
  • Thrive in fast-paced work environment that can be dynamic and require flexibility.
  • Handle client inquiries and resolve problems within scope of knowledge to ensure all transactions and administrative processes are accomplished efficiently. Partner with back-office and shared services teams to research and resolve client inquiries.
  • Participate in training sessions, staff meetings, and share knowledge with teammates.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 2+ years of total relevant work experience with inbound and/or phone-based sales
  • FINRA Series 7 and 66

Preferred:

  • 3+ years of related experience with inbound and/or phone-based sales
  • Systems knowledge pertaining to Microsoft Suite, Salesforce and/or Synergy
  • Proficient understanding of Retirement Investment Products and qualified retirement plans
  • Chartered Retirement Planning Counselor (CRPC) (obtained within 180 days of hire)
  • Certified Financial Planner designation (CFP)

FINRA Requirements

FINRA licenses are required and will be supported for this role

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program.

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