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Assistant Financial Planner Jobs in Colorado (NOW HIRING)

Senior Analyst, FP&A

Louisville, CO · On-site

$89K - $111K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... * Assist with portfolio-level initiatives and cross-functional workstreams across finance, legal ... QUALIFICATIONS * 3+ years of experience in FP&A, project finance, or a related financial analysis ...

Maintain and support financial hierarchies, including departments, locations, accounts, cost centers, entities, and reporting structures * Assist with ERP implementations, enhancements, testing, and ...

Financial Advisory Senior Area Manager

Denver, CO · On-site

$112K - $152K/yr

  • Medical

  • Life

  • Retirement

  • PTO

... processleveragingfinancial planning and driving a full balance sheet approach * Engage and ... * Assist Financial Advisors in deliveringappropriate solutionsto their clients

Chief Financial Officer CFO

Louisville, CO

$235K - $265K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Lead long-range financial planning and support the company's growth strategy. * Partner cross ... * Assist with due diligence activities related to financing, partnerships, or acquisition ...

Chief Financial Officer CFO

Louisville, CO · On-site

$235K - $265K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Lead long-range financial planning and support the company's growth strategy. * Partner cross ... * Assist with due diligence activities related to financing, partnerships, or acquisition ...

Chief Financial Officer CFO

Louisville, CO · On-site

$235K - $265K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Lead long-range financial planning and support the company's growth strategy. * Partner cross ... * Assist with due diligence activities related to financing, partnerships, or acquisition ...

FP&A Manager

Denver, CO

$115K - $140K/yr

... * Assist in developing business cases for investments, headcount plans, and process changes ... Technical expertise in financial modeling, scenario planning, and variance analysis. * Thorough ...

Sr. Financial Analyst, Enterprise FP&A

Broomfield, CO · On-site

$95K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support scenario planning and sensitivity analysis to evaluate business risks and opportunities * Assist in preparing materials and taking detailed notes during high-stakes financial review meetings

Showing results 41-60

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 16, 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:

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.

Senior Analyst, FP&A

The AES Corporation

Louisville, CO • On-site

$89K - $111K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


AES Corporation rating

7.4

Company rating: 7.4 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

37th of 53 rated energy and utility


Job description

Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation, the largest US-based global power company with a team of 8,300 employees across 12 countries.
AES has been ranked #1 by BloombergNEF in renewable energy sales to corporations in the US and Americas for five consecutive years, providing electricity for millions of people worldwide.
We are proud to foster a strong workplace culture, earning prominent positions in Great Place to Work™ rankings across the markets where we operate. AES was also named one of the World's Most Ethical Companies for the 13th consecutive year in 2026, highlighting our dedication to integrity, transparency, and responsible business practices.
Our spirit of innovation continues to earn industry recognition. AES is the only seven-time winner of the Edison Electric Institute's Edison Awards in the twenty-first century, a distinction honoring global leadership in advancing the electric power industry.
If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a more sustainable future, we're powering it. Apply now and energize your career with a true leader in global energy.
AES Clean Energy is seeking a Senior Analyst to join our FP&A and Transaction team, responsible for the financial management of a ~1 GW portfolio of operating renewable energy assets. This role sits at the intersection of operational FP&A, capital markets, and investor relations - providing direct exposure to lenders, tax equity partners, and institutional investors, as well as to strategic transactions including buyouts and portfolio sell-downs.
The Senior Analyst will own the financial reporting cycle end-to-end for an assigned portfolio of assets, serve as a key point of contact for external stakeholders, and collaborate with asset management, operations, and treasury to drive financial performance and transparency. This is a high-visibility role with frequent engagement with senior leadership and meaningful transaction exposure.
Principal Duties and Responsibilities:
Financial Planning & Analysis
  • Lead monthly EBITDA and CAFD forecasting, annual budget development, and long-range financial planning for assigned assets

  • Identify financial risks and opportunities; partner with asset management and operations to surface and quantify key drivers

  • Prepare and maintain financial models supporting portfolio performance tracking and scenario analysis

  • Ensure all variances exceeding materiality thresholds are accompanied by complete driver narrative including one-time vs. recurring characterization and forward-looking outlook

Investor & Lender Reporting
  • Own all quarterly deliverables required by bondholders for an assigned asset portfolio

  • Draft investor-ready financial narratives including EBITDA and CAFD variance analysis, integrating operational and market drivers

  • Prepare and respond to ad hoc financial inquiries from external partners, ensuring accuracy and professional presentation

  • Maintain strict adherence to communication standards: all external investor responses require review and approval before delivery

Board & Partner Governance
  • Coordinate quarterly Board meetings including materials preparation, logistics, and follow-up for senior leadership

  • Support partner requests related to financial reporting, distributions, and portfolio-level performance

  • Prepare executive-quality financial presentations for board-level audiences

Transactions & Special Projects
  • Support strategic transactions including tax equity buyouts, JV sell-downs, and asset-level transaction events

  • Contribute to deal analysis, financial due diligence, and transaction close activities as needed

  • Assist with portfolio-level initiatives and cross-functional workstreams across finance, legal, treasury, and operations

Core Competencies:
  • Ability to translate complex financial data into clear, precise narratives for external audiences Investor-quality communication:

  • Comfortable working across large datasets and multiple models under tight deadlines with high accuracy Analytical rigor:

  • Effective at building alignment across teams and with external partners without direct authority Stakeholder influence:

  • Takes initiative on deliverables, anticipates stakeholder needs, and escalates risks through the right channels Proactive ownership:

  • Demonstrates sound judgment and steady execution in a fast-paced, high-accountability environment Composure under pressure:

QUALIFICATIONS
  • 3+ years of experience in FP&A, project finance, or a related financial analysis role

  • Demonstrated experience preparing investor- or lender-facing financial deliverables

  • Strong financial modeling skills in Excel; experience with SAP, BPC, Anaplan, or comparable planning tools

  • Solid grounding in GAAP across the income statement, balance sheet, and cash flow statement

  • Experience in the energy, infrastructure, or real assets sector preferred

  • Familiarity with project finance structures, joint ventures, or bond/lender reporting a strong plus

  • Fluent in English (required)

  • Bachelor's degree in Finance, Accounting, or a related field

WHAT YOU'LL GET
  • Direct exposure to institutional investors, lenders, and senior leadership at a leading clean energy company

  • Transaction experience across buyouts, JV structures, and portfolio sell-downs

  • A collaborative, high-performing finance team with a culture of rigor and continuous improvement

  • Competitive compensation, benefits, and the opportunity to grow within a fast-scaling clean energy platform

AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.
The expected salary for this position, at commencement of employment, is between $83,000 and $99,450/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position also includes annual bonus. The benefits offered for this position are: medical, dental, and vision coverage, life insurance, 401(k) eligibility, and paid time off (including vacation, sick leave time, and parental leave). Details of participation in these benefit plans will be provided if a candidate receives an offer of employment. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Apply by clicking the application link below and submitting your information. The deadline to apply for this role is 09/30/2026

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