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Cfp Jobs in Colorado (NOW HIRING)

Busey

Director of Private Client Strategy

Denver, CO · On-site

Bachelor's degree in finance, business, or a related field required; advanced degree (MBA, JD, or CFP) preferred. * 12-15+ years of experience in private banking, wealth management, or financial ...

Aprio

Tax Manager, Private Client

Denver, CO · On-site +1

$98K - $164K/yr

CFP certification or willingness to obtain CFP preferred * Bachelor's degree in Accounting, Finance, or related field. * Minimum 5 years of experience in individual tax, trusts, and small business ...

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$64.1K

$107.2K

$148.3K

How much do cfp jobs pay per year?

As of Aug 25, 2026, the average yearly pay for cfp in Colorado is $107,191.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,500.00 and $120,400.00 per year, depending on experience, location, and employer.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms, banks, or independent practices. The certification demonstrates expertise in areas like estate planning, tax strategies, and investment management, and typically requires strong communication skills and knowledge of financial tools.
More about Cfp jobs

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

The most popular types of Cfp jobs in Colorado are:

What are popular job titles related to Cfp jobs in Colorado?

For Cfp jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Cfp jobs in Colorado look for?

The top searched job categories for Cfp jobs in Colorado are:

What cities in Colorado are hiring for Cfp jobs?

Cities in Colorado with the most Cfp job openings:

Cfp jobs near you
Infographic showing various Cfp job openings in Colorado as of August 2026, with employment types broken down into 100% Full Time. Highlights an 88% In-person, 3% Hybrid, and 9% Remote job distribution, with an average salary of $107,191 per year, or $51.5 per hour.

Associate Advisor - Catalyst Retirement Advisors

Kestra Financial Independent Advisor

Denver, CO • On-site

Full-time

Medical, Retirement, PTO

Posted 14 days ago

Job description

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.


Responsibilities
  • Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
  • Actively participate in the development and implementation of financial plans.
  • Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
  • Research and analyze investment opportunities, provide market insights to advisors and clients.
  • Build and maintain strong relationships with clients and act as a point of contact.
  • Monitor and review client accounts, ensure that they are aligned with their financial objectives.
  • Stay up-to-date on industry trends and best practices and share this knowledge with the team.

Requirements

  • Bachelor's degree in finance, business, or a related field.
  • Desire to earn CFP designation in 2-3 years
  • A minimum of 2 years of experience in the financial services industry.
  • Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire.
  • Strong knowledge of financial products, markets, and procedures.
  • Excellent communication and interpersonal skills.
  • Detail-oriented and able to multi-task in a fast-paced environment.
  • A passion for helping clients achieve their financial goals.

Benefits

  • Compensation will be based on experience and qualifications
  • Quarterly bonus/Revenue share
  • Retirement plan with company match
  • Unlimited vacation
  • Health insurance offered
  • Disability coverage
  • Educational allowance for pursuing CFP designation

Apply