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Associate Financial Planner Jobs in Rifle, CO (NOW HIRING)

Cafe Associate

Parachute, CO · On-site

$17 - $25/hr

Prepares food according to item specifications; understanding and planning the future productions ... Financial benefits include 401(k), stock purchase and company-paid life insurance - Paid time off ...

Cafe Associate

De Beque, CO · On-site

$17 - $25/hr

Prepares food according to item specifications; understanding and planning the future productions ... Financial benefits include 401(k), stock purchase and company-paid life insurance - Paid time off ...

Retail Associate

De Beque, CO · On-site

$17 - $25/hr

Prepares food according to item specifications; understanding and planning the future productions ... Financial benefits include 401(k), stock purchase and company-paid life insurance - Paid time off ...

Retail Associate

Parachute, CO · On-site

$17 - $25/hr

Prepares food according to item specifications; understanding and planning the future productions ... Financial benefits include 401(k), stock purchase and company-paid life insurance - Paid time off ...

Prepares food according to item specifications; understanding and planning the future productions ... Financial benefits include 401(k), stock purchase and company-paid life insurance - Paid time off ...

Prepares food according to item specifications; understanding and planning the future productions ... Financial benefits include 401(k), stock purchase and company-paid life insurance - Paid time off ...

Prepares food according to item specifications; understanding and planning the future productions ... Financial benefits include 401(k), stock purchase and company-paid life insurance - Paid time off ...

Prepares food according to item specifications; understanding and planning the future productions ... Financial benefits include 401(k), stock purchase and company-paid life insurance - Paid time off ...

Office Manager

Rifle, CO

$17.42 - $23.95/hr

Procurement and Financial Reporting * Oversee procurement processes, credit card usage, and month ... Maintain the center calendar for planned and unplanned closures. * Record in-kind contributions and ...

Office Manager

Rifle, CO · On-site

$17.42 - $23.95/hr

Procurement and Financial Reporting * Oversee procurement processes, credit card usage, and month ... Maintain the center calendar for planned and unplanned closures. * Record in-kind contributions and ...

Office Manager

Rifle, CO · On-site

$17.42 - $23.95/hr

Procurement and Financial Reporting * Oversee procurement processes, credit card usage, and month ... Maintain the center calendar for planned and unplanned closures. * Record in-kind contributions and ...

... associates on tools, tasks and resources; communicating effectively with the members of the team ... Prepares food according to item specifications; understanding and planning the future productions ...

... associates on tools, tasks and resources; communicating effectively with the members of the team ... Prepares food according to item specifications; understanding and planning the future productions ...

Associate Financial Planner information

See Rifle, CO salary details

$48.2K

$88.9K

$119.3K

How much do associate financial planner jobs pay per year?

As of Aug 29, 2026, the average yearly pay for associate financial planner in Rifle, CO is $88,949.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $106,000.00 per year, depending on experience, location, and employer.

What is 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.

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.

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.

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 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 job categories do people searching Associate Financial Planner jobs in Rifle, CO look for?

The top searched job categories for Associate Financial Planner jobs in Rifle, CO are:

What cities near Rifle, CO are hiring for Associate Financial Planner jobs?

Cities near Rifle, CO with the most Associate Financial Planner job openings:

Infographic showing various Associate Financial Planner job openings in Rifle, CO as of August 2026, with employment types broken down into 82% Full Time, 13% Part Time, and 5% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $88,949 per year, or $42.8 per hour.

Operations Planner Team Lead - Western

Xcel Energy

Rifle, CO

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


Xcel Energy rating

8.3

Company rating: 8.3 out of 10

Based on 89 frontline employees who took The Breakroom Quiz

20th of 53 rated energy and utility


Job description

Are you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge you and offer you opportunities to learn and grow? A position at Xcel Energy could be just what you're looking for.

Position Summary


The Operations Planner Team Lead serves as the subject matter expert and leader for planning, scheduling, and coordinating operational work across multiple functional areas and regions. This role provides strategic oversight of multi-week scheduling and daily coordination activities, ensuring operational readiness, resource optimization, and compliance with safety and regulatory standards. The Team Lead mentors and develops planners, drives process improvements, and acts as a key liaison between field operations leadership, design, and external stakeholders. This position sets high standards for operational excellence and customer satisfaction while fostering collaboration and accountability across teams.


Essential Responsibilities

  • Strategic Scheduling & Planning: Oversee development and maintenance of a rolling 0-12+ week schedule for designated regions or commodity areas, ensuring alignment with priorities, compliance, and resource availability. Identify gaps, resolve scheduling conflicts, and make recommendations for resource adjustments to optimize efficiency and cost-effectiveness. Facilitate quarterly planning meetings to forecast workload and resource needs.

  • Operational Readiness & Coordination: Review all aspects of projects prior to assigning work, ensuring prerequisites (permits, locates, traffic control, vegetation management) are met. Coordinate equipment, materials, and third-party services to enable timely work execution. Maintain visibility into real-time work queues and manage exception work outside normal scheduling windows.

  • Leadership & Mentorship: Mentor and train Operations Planners/Sr. Operations Planners and other team members, providing guidance on scheduling practices, system use, and operational standards. Set high performance standards and encourage continuous improvement across the team. Provide backup leadership to Operations Managers and act as a consultative resource for system improvements and process changes.

  • Resource Management & Optimization: Monitor and forecast personnel, equipment, and material needs across multiple areas. Optimize allocation of contract and employee resources to minimize costs and maximize schedule adherence, safety, and compliance.

  • Performance Analysis & Continuous Improvement: Analyze scheduling and work execution performance to identify opportunities for improvement. Facilitate monthly metric review meetings and lead process change initiatives to enhance operational efficiency. Drive adoption of standardized work practices and company initiatives for operational excellence.

  • Stakeholder Engagement & Customer Focus: Build and maintain strong partnerships with supervisors, field leaders, and external stakeholders. Champion timely and professional communication with customers and stakeholders regarding scheduling and outages. Represent Distribution Operations in cross-functional meetings and negotiate adjustments to meet customer and compliance deadlines.

  • Accountability for Results: Ensure timely job closeout, accurate documentation, and financial stewardship of O&M and capital work. Oversee emergency response and storm restoration efforts, prioritizing safety and service reliability.

  • All other duties as assigned.

Minimum Requirements

  • Associate's degree or equivalent combination of education and experience.

  • 8 years of experience in construction, design, maintenance, or operations (utility experience strongly preferred), with 3 years in a senior planning role (e.g. Sr Operations Work Coordinator).

  • Demonstrated mastery in scheduling, planning, and operational coordination within utility or construction industries.

  • Strong analytical, organizational, and problem-solving skills.

  • Proven ability to lead teams, mentor staff, and manage complex work activities to meet operational deadlines and customer expectations.

  • Excellent communication and interpersonal skills with the ability to foster collaboration across teams and departments.

  • Proficiency with Microsoft Excel and other spreadsheet tools; ability to retrieve and manipulate data from reporting tools.

  • Knowledge of and ability to use a wide range of computer applications, including Microsoft products, work management, mapping, and scheduling/project management tools.

  • Valid Driver's License

Preferred Characteristics

  • Openness to travel within area assigned

  • Willing to work extended hours as needed

As a leading combination electricity and natural gas energy company, Xcel Energy offers a comprehensive portfolio of energy-related products and services to 3.4 million electricity and 1.9 million natural gas customers across eight Western and Midwestern states. At Xcel Energy, we strive to be the preferred and trusted provider of the energy our customers need. If you're ready to be a part of something big, we invite you to join our team.

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Individuals with a disability who need an accommodation to apply please contact us at recruiting@xcelenergy.com.

Non-BargainingThe anticipated starting base pay for this position is: $37.30 to $52.23 per hourThis position is eligible for the following benefits: Spot On Bonus, Medical/Pharmacy Plan, Dental, Vision, Life Insurance, Dependent Care Reimbursement Account, Health Care Reimbursement Account, Health Savings Account (HSA) (if enrolled in eligible health plan), Limited-Purpose FSA (if enrolled in eligible health plan and HSA), Transportation Reimbursement Account, Short-term disability (STD), Long-term disability (LTD), Employee Assistance Program (EAP), Fitness Center Reimbursement (if enrolled in eligible health plan), Tuition reimbursement, Transit programs, Employee recognition program, Pension, 401(k) plan, Paid time off (PTO), Holidays, Volunteer Paid Time Off (VPTO), Parental Leave

Benefit plans are subject to change and Xcel Energy has the right to end, suspend, or amend any of its plans, at any time, in whole or in part.

In any materials you submit, you may redact or remove age-identifying information including but not limited to dates of school attendance and graduation. You will not be penalized for redacting or removing this information.

Deadline to Apply: 08/30/26

EEO is the Law |EEO is the Law Supplement | Pay Transparency Nondiscrimination | Equal Opportunity Policy (PDF) | Employee Rights (PDF)

All Xcel Energy employees and contractors share responsibility for protecting the company's information and systems by adhering to cybersecurity policies, standards, and best practices, recognizing that cybersecurity is everyone's responsibility.

ACCESSIBILITY STATEMENT

Xcel Energy endeavors to make https://www.xcelenergy.com/ accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Xcel Energy Talent Acquisition at recruiting@xcelenergy.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.


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About Xcel Energy

Sourced by ZipRecruiter

Xcel Energy is a prominent electricity and natural gas service provider serving multiple states in the United States, including Colorado, Michigan, Minnesota, New Mexico, North Dakota, South Dakota, Texas, and Wisconsin. Our commitment revolves around delivering essential services to our valued customers. As a trailblazer in the industry, we were the first major US electricity provider with a visionary goal to achieve 100% carbon-free electricity by 2050 and an ambitious 80% reduction in carbon emissions by 2030, based on 2005 levels. Through innovative electric vehicle initiatives, we actively contribute to carbon reduction not only in our electricity generation but also in the transportation sector within the states we operate. Simultaneously, we remain devoted to ensuring cost-effectiveness for our customers by implementing advanced electricity rates and energy efficiency programs.

Industry

Utilities

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1909