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Entry Level Financial Planner Jobs in Highlands Ranch, CO

Prologis, Inc.

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 ...

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 ...

Prologis

Energy FP&A Associate

Denver, CO

$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 ...

IMA Financial Group

Client Associate-2

Denver, CO · On-site

$60K - $70K/yr

Supports entry-level financial analysis, claims & utilization reporting, and renewal preparation ... Planning & priority setting * Attention to detail * Data literacy QUALIFICATIONS * 1+ years ...

IMA Financial Group

Client Associate-2

Denver, CO · On-site

$60K - $70K/yr

Supports entry-level financial analysis, claims & utilization reporting, and renewal preparation ... Planning & priority setting * Attention to detail * Data literacy QUALIFICATIONS * 1+ years ...

swipejobs LLC

Workplace Planning Consultant

Denver, CO · Remote

$55K - $69K/yr

Looking for a remote, entry-level or licensed financial advising role? This is your chance to join ... Company Description Partnering with a retirement planning company for a full time role.

TQL

Administrative Assistant - Entry Level

Denver, CO

$21 - $25/hr

Perks including employee discounts, financial wellness planning, tuition reimbursement and more* Certified Great Place to Work with 900+ lifetime workplace award winsWhat you'll be doing:* Office ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Highlands Ranch, CO

Entry Level Financial Planner information

See Highlands Ranch, CO salary details

$53K

$101.5K

$146.4K

How much do entry level financial planner jobs pay per year?

As of Aug 9, 2026, the average yearly pay for entry level financial planner in Highlands Ranch, CO is $101,477.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,800.00 and $107,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or related fields, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles helps build practical skills, and strong communication, analytical abilities, and familiarity with financial software are valuable for entry-level applicants.

What does an entry level financial planner do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
More about Entry Level Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Highlands Ranch, CO? The most popular types of Financial Planner jobs in Highlands Ranch, CO are:
What are popular job titles related to Entry Level Financial Planner jobs in Highlands Ranch, CO? For Entry Level Financial Planner jobs in Highlands Ranch, CO, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Highlands Ranch, CO look for? The top searched job categories for Entry Level Financial Planner jobs in Highlands Ranch, CO are:
What cities near Highlands Ranch, CO are hiring for Entry Level Financial Planner jobs? Cities near Highlands Ranch, CO with the most Entry Level Financial Planner job openings:
Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Highlands Ranch, CO as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $101,477 per year, or $48.8 per hour.

Energy FP&A Associate

Prologis, Inc.

Denver, CO • On-site

$102K - $140K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Job description

At Prologis, we don't just lead the industry-we define it with a 1.3 billion square foot portfolio and an annual throughput of approximately $3.2 trillion. We create the intelligent infrastructure that powers global commerce, seamlessly connecting the digital and physical worlds. From agile supply chains to energy solutions, our ecosystems help your business move faster, operate smarter and grow sustainably. With unmatched scale, innovation and expertise, Prologis is a category of one-not just shaping the future of logistics but building what comes next.
Job Title:
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 (FP&A) team. This role will play a critical part in maintaining and enhancing the Global Energy Financial Model, driving forecasting accuracy, and delivering actionable financial insights to senior leadership.
This individual will demonstrate willingness and capability to leverage emerging technology, automation, and AI tools to improve efficiency, quality, and speed. Exercises sound judgment, creative thinking, and accountability for outcomes. This presents an exciting opportunity to contribute to the success of our dynamic organization in the renewable energy industry.
Key responsibilities include:
Energy Financial Modeling, Forecasting & Process Improvement
  • Support financial planning for renewable energy and distributed energy projects, including solar, storage, EV charging, and related energy infrastructure initiatives.
  • Maintain and enhance the Global Energy Financial Model, incorporating updated assumptions, scenario analysis, and long-range projections as business needs evolve.
  • Own the monthly rolling forecast and annual budgeting process in partnership with Development, Execution, Asset Management, and Accounting teams.
  • Perform variance analysis and track key assumptions to improve forecast accuracy.
  • Identify opportunities to streamline planning and reporting processes through improved modeling and systems utilization.
  • Partner with cross-functional teams to understand business drivers and assumptions and reflect them accurately in forecasts.

Performance Analysis & Executive Reporting
  • Design comprehensive reporting packages and conduct monthly reviews with business partners to facilitate variance analysis and updates to monthly rolling forecast.
  • Support project-level financial analysis, including cash flow modeling and sensitivity analysis.
  • Assist in preparation of quarterly business plan updates and earnings support materials.
  • Develop executive-ready presentations and reporting materials, highlighting key insights to stakeholders.

Building blocks for success
Required:
  • Prior experience in the energy, renewable energy, infrastructure, utilities, power, or related sector.
  • 2+ years of experience in FP&A, investment analysis, public accounting, corporate finance, or a related field.
  • Solid understanding of basic accounting principles and key business drivers impact on the financials, providing a strong foundation for financial data interpretation and analysis.
  • Advanced financial modeling skills, including experience building and maintaining complex Excel-based models.
  • Strong critical thinking and problem-solving skills, with the ability to work independently in ambiguous environments.
  • Self-motivated with a demonstrated track record of taking initiative and driving process improvements.
  • High attention to detail and ownership mindset, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Strong written and verbal communication skills with the ability to translate financial data into actionable insights for non-finance stakeholders.

Preferred:
  • Prior experience with Planful software or Sigma is not required, but the willingness to learn and use these tools and others is essential.

Hiring Salary Range of: $102,000 - $140,000. Salary and whole compensation package (bonus target) to be determined by the candidate's location, education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data.
People First
Each of us working at Prologis plays an essential role in the enduring success of our company. We value people who are decisive, courageous and adaptable. While we are one company, locations and departments operate with autonomy and accountability. Individuals take the initiative here.
When you join Prologis, you work shoulder to shoulder with some of the top talent in the industry to do the best work of your career. Every employee belongs. Every employee contributes. Employees advance their careers here.
As a successful global enterprise, Prologis has never lost sight of what matters most, our strong belief that our people are the most important part of our business. And because of that, we provide a generous total rewards package and take a lot of time to focus on quality management and leadership development. People come first here.
All full-time roles in the US come with a robust benefits package which includes healthcare, dental, and vision insurance for employees and eligible dependents. Prologis also offers several other wellness, financial, and work/lifestyle-specific benefits. Our 401(k) retirement plan has a company match of 50% up to 12% of eligible compensation. We also offer generous PTO with a starting accrual of 22 days a year in addition to paid holidays and volunteer time.
All job offers are contingent upon successful completion of background verification. Prologis is an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religions, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law.
Employment Type:
Full time
Location:
Denver, Colorado
Additional Locations:
Prologis logo

About Prologis

Sourced by ZipRecruiter

Prologis is a global leader in logistics real estate, specializing in the development, ownership, and management of high-quality industrial properties. With a vast portfolio of distribution centers, warehouses, and logistics facilities, Prologis plays a crucial role in supporting the global supply chain and enabling efficient commerce. As the world's largest owner of logistics real estate, Prologis provides state-of-the-art facilities strategically located in key logistics hubs across the globe. Prologis properties are designed to meet the evolving needs of e-commerce, retail, manufacturing, and logistics companies, offering modern amenities, advanced technology, and sustainable features.

Industry

Real estate

Company size

1,001 - 5,000 Employees

Headquarters location

San Francisco, CA, US

Year founded

1983

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