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Associate Financial Planner Jobs in Colorado (NOW HIRING)

Baird

Associate Financial Advisor

Durango, CO · On-site

$59K - $80K/yr

Specialized areas of emphasis include financial planning, portfolio management and analysis and/or ... Associate Financial Advisor role. * Must hold SIE, Series 7/66 or Series 7/63/65 licenses.

Jm

Associate Financial Analyst

Denver, CO · Hybrid

$67K - $92K/yr

... driven Associate Financial Analyst to serve as a financial business partner supporting our ... Contribute to strategic planning by supporting annual budgets and long-term planning processes.

Broekema Group

Senior Associate, FP&A

Denver, CO · Hybrid

$112K - $152K/yr

We are seeking a Senior Associate OR Manager, Portfolio Financial Reporting to join our client ... Support quarterly investor reporting alongside senior FP&A and portfolio management leadership ...

Prologis, Inc.

Essentials Finance Associate

Denver, CO · On-site

$107K - $131K/yr

The FP&A Associate will be a key member of the Financial Planning & Analysis team, responsible for supporting budgeting, forecasting, and financial analysis processes. This role is ideal for someone ...

Prologis

Essentials Finance Associate

Denver, CO · On-site

$107K - $131K/yr

The FP&A Associate will be a key member of the Financial Planning & Analysis team, responsible for supporting budgeting, forecasting, and financial analysis processes. This role is ideal for someone ...

EMPIRE

Energy FP&A Associate

Denver, CO · On-site

$102K - $140K/yr

Energy FP&A Associate Company: Prologis Energy, FP&A Associate - Denver, CO A day in the life Prologis Energy is seeking a high-performing Associate to join the Energy Financial Planning & Analysis ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Colorado

Associate Financial Planner information

See Colorado salary details

$47.8K

$88.2K

$118.3K

How much do associate financial planner jobs pay per year?

As of Jun 17, 2026, the average yearly pay for associate financial planner in Colorado is $88,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,900.00 and $105,200.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
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Associate Financial Planner jobs near you
Financial Planner

Financial Planner

T. Rowe Price Associates, Inc.

Colorado Springs, CO • Hybrid

$74K - $100K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 15 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

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology.

Responsibilities

  • Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
  • Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
  • Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
  • Continually support the Advisors and other associates with investment and financial planning related training and coaching
  • Help clients facing associates better navigate client conversations about various complex financial planning topics
  • Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
  • Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 5+ years of total relevant work experience
  • CFP designation - Must be current and active to be considered for this role
  • FINRA Series 7 and 65

Preferred:

  • Exceptional listening and presentation skills
  • Desire to quickly learn and implement new financial tools, technologies, and conversation expectations
  • FINRA 66 *The active holding of the 63 and 65 licenses is acceptable in lieu of the 66.

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.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$98,500 - $146,000 for the location of: Maryland, Colorado, Washington and remote workers
$98,500 - $146,000 for the location of: Washington, D.C.
$98,500 - $146,000 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until:

07/1/2026

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

  • Competitive compensation

  • Annual bonus eligibility

  • A generous retirement plan

  • Hybrid work schedule

  • Health and wellness benefits, including online therapy

  • Paid time off for vacation, illness, medical appointments, and volunteering days

  • Family care resources, including fertility and adoption benefits

Learn more about our benefits.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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