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

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 ...

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 ...

Assistant Store Leader

New Castle, CO

$15.75 - $19.25/hr

... teams in planning, implementing & executing merchandising/operating initiatives * Assist store ... store-level financial performance discussions with associates regarding developing budgets (e.g ...

GROCERY/ASST DEPT LEADER

New Castle, CO · On-site

$39K - $41K/yr

... planning, organizing, staffing, training and directing Grocery Department associates; perform ... Emotional and financial support with free counseling through our Employee Assistance Program 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 ...

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 ...

Banquet Coordinator

Rifle, CO · On-site

$20.43 - $25.52/hr

Collaborate with customers, vendors, and internal departments on event planning, menus, scheduling ... Associate degree in a related field preferred. * Food Handler Certification from an ANSI accredited ...

Banquet Coordinator

Rifle, CO · On-site

$20.43 - $25.52/hr

Collaborate with customers, vendors, and internal departments on event planning, menus, scheduling ... Associate degree in a related field preferred. * Food Handler Certification from an ANSI accredited ...

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 Jun 17, 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 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.
What cities near Rifle, CO are hiring for Associate Financial Planner jobs? Cities near Rifle, CO with the most Associate Financial Planner job openings:

$17 - $25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago


Sam's Club rating

6.4

Company rating: 6.4 out of 10

Based on 1,978 frontline employees who took The Breakroom Quiz

17th of 39 rated national retailers


Job description

Position Summary...What you'll do...Be a Team Member: Maintains up-to date knowledge of product specifications related to prepared food merchandise; collaborating with cross functional teams and helping educate other associates on tools, tasks and resources; communicating effectively with the members of the team; and being flexible to the needs of the business to work in other areas. Be an Expert: Prepares food according to item specifications; understanding and planning the future productions and mass productions; preparing for seasonality; adhering to food safety standards, sanitation guidelines, cold chain compliance, inventory management; operating, maintaining, and sanitizing equipment; and demonstrating an understanding of product and layout execution. Be a Techie: Leverages digital tools to drive sales, improve the shopping experience, and elevate associate engagement; utilizing hand held technology to make immediate business decisions related to production, ordering merchandise, receiving club pick up orders, training, and product quality with the member in mind; adapting to new tools and encouraging others to use them. Be an Owner: Drives the performance of the area; stocking and rotating merchandise; ensuring quality and date control standards; eliminating waste; providing member service by acknowledging the member and identifying member's needs; assisting members with purchasing decisions; payment types; locating merchandise; and resolving member issues and concerns. Be a Talent Ambassador: Being a brand advocate; developing, influencing and inspiring others for working in a style that is respectful, supportive and team oriented; understanding the roadblocks and assisting in training them. Complies with company policies, procedures, and standards of ethics and integrity by implementing related action plans; using the Open Door Policy; and applying these in executing business processes and practices. Completes work assignments and priorities by using policies, data, and resources; collaborating with managers, co-workers, customers, and other business partners; identifying priorities, deadlines, and expectations; carrying out tasks; communicating progress and information; determining and recommending ways to address improvement opportunities; and adapting to and learning from change, difficulties, and feedback. At Sam's Club, we offer competitive pay as well as performance-based incentive awards and other great benefits for a happier mind, body, and wallet! - Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance - Paid time off benefits include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job classification and length of employment. It will meet or exceed the requirements of paid sick leave laws, where applicable.

For information about PTO, see https://one.walmart.com/notices.

- Other benefits include short-term and long-term disability, company discounts, Military Leave Pay, adoption and surrogacy expense reimbursement, and more. Live Better U is a company paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to bachelor's degrees, including English Language Learning and short-form certificates. Tuition, books, and fees are completely paid for by Walmart. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms. For information about benefits and eligibility, see  https://one.walmart.com Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms. For information about benefits and eligibility, see One.Walmart.com The hourly wage range for this position is $17.00 to $25.00*
*The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional Compensation Includes Annual Or Quarterly Performance Incentives. Additional compensation in the form of premiums may be paid in amounts ranging from $0.35 per hour to $3.00 per hour in specific circumstances. Premiums may be based on schedule, facility, season, or specific work performed. Multiple premiums may apply if applicable criteria are met.Minimum Qualifications...

Outlined below are the required minimum qualifications for this position. If none are listed, there are no minimum qualifications.

Minimum Qualifications:
I acknowledge that the position for which I am applying requires me to successfully complete all job required trainings and assessments within a prescribed time period if I receive the position.
Must be 18 years of age or olderPreferred Qualifications...

Outlined below are the optional preferred qualifications for this position. If none are listed, there are no preferred qualifications.

Food Safety Certification., Food ServiceFood Handler Certification (Food Safety) - CertificationPrimary Location...1040 INDEPENDENT AVE, GRAND JUNCTION, CO 81505-7133, United States of AmericaWalmart and its subsidiaries are committed to maintaining a drug-free workplace and has a no tolerance policy regarding the use of illegal drugs and alcohol on the job. This policy applies to all employees and aims to create a safe and productive work environment.

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