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Entry Level Financial Planner Jobs in Highlands Ranch, CO

Sekisui House U.S.

Division Accountant II

Denver, CO

$65K - $85K/yr

... financial analyses • Provide guidance or assistance to entry-level accounting staff as ... Experience using ERP systems, accounting software, and spreadsheet applications Skills ...

Sekisui House U.S.

Division Accountant II

Denver, CO · On-site

$65K - $85K/yr

... financial analyses • Provide guidance or assistance to entry-level accounting staff as ... Experience using ERP systems, accounting software, and spreadsheet applications Skills ...

Sentinel Peak Resources

Accountant I

Englewood, CO · On-site

$65K - $85K/yr

... of the Company's financial operations, including general ledger maintenance, account ... This is an entry-level position intended for a detail-oriented, motivated professional early in ...

Quanta Services

Junior Cost Specialist

Denver, CO

$28.60 - $37.60/hr

... Planning, Permitting, Title and Land Management expertise that ensure outstanding results for our ... financials across multiple EPC projects. This is an entry level role, and we'll provide full ...

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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.

Licensed Customer Service Representative

American Financing

Aurora, CO • On-site

$36K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

Job description

Compensation: $36K base pay plus bonus with total compensation up to $115K + per year
At American Financing, we're innovators with imagination. We do what it takes to help customers achieve their financial goals. And we stay ahead of the competition by challenging ourselves to become more efficient. We are one of the fastest-growing national mortgage lenders because we don't follow the status quo.
See what it's like to work for a national mortgage lender that truly values its employees. Wherever your passions lie, you can find rewarding work and new opportunities here.
  • Casual work environment
  • Family-owned, Customer-focused
  • Denver Post Top Workplace
  • Top 50 Family-Owned Business
  • Best of Colorado Business
  • Inc. 5000 Fastest-growing Private Company

JOB SUMMARY
Are you a licensed professional looking to fast-track your career in mortgage lending? The Licensed Customer Representative role is our premier "Bridge to Success" program. This entry-level position is specifically designed to provide the training, development, and high-volume experience needed to transition into a Senior Loan Officer role.
DUTIES AND RESPONSIBILITIES
  • Engage: Handle inbound inquiries to identify customer financial goals and provide expert initial guidance.
  • Execute: Conduct outbound follow-ups to complete the 1003 URLA Application and move files through the pipeline.
  • Consult: Schedule and lead appointments to review Pre-Qualifications with prospective homeowners.
  • Manage: Partner with customers to ensure the timely delivery of all necessary documentation.
  • Perform: Consistently meet or exceed monthly sales goals while maintaining an elite customer experience.

WHAT YOU WILL BRING
  • Credentials: An active NMLS Unique Identifier # and an active Colorado Mortgage License.
  • Experience: Minimal to moderate mortgage knowledge-we provide the coaching; you bring the drive.
  • Tech-Savvy: Familiarity with CRM systems and proficiency in processing or auditing.
  • Communication: Strong verbal skills; Bilingual (Spanish/English) is a major plus.

To best serve our national customer base, we offer dynamic scheduling:
  • Standard Shift: 8-hour shifts scheduled between 5:00 AM - 8:00 PM.
  • Weekend Commitment: 1-2 weekend shifts per month (typically 7:00 AM - 4:00 PM or 8:30 AM - 5:00 PM).

WHAT WE BRING
  • Financial Growth: Competitive $36k base with a robust bonus structure reaching $115k+.
  • Health & Wellness: Comprehensive Medical, Dental, and Vision insurance.
  • Future Planning: 401(k) with company match, plus Long-term Disability.
  • Time Off: Generous PTO, sick days, paid holidays, and maternity/bonding leave.
  • Tools for Success: Full professional desk equipment provided.

American Financing Corporation (AFC) is an Equal Opportunity Employer. AFC does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis protected by law. All employment is decided on the basis of qualifications, merit and business need.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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