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Financial Planner Jobs in Colorado (NOW HIRING)

T Rowe Price

Financial Planner

Colorado Springs, CO · Hybrid

$75K - $100K/yr

This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology. Responsibilities

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Bank of America

Wealth Planner

Greenwood Village, CO · On-site

... planning for retirement, education, legacy, and other life goals through investment advice and ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

Bank of America

Wealth Planner

Greenwood Village, CO · Hybrid

... planning for retirement, education, legacy, and other life goals through investment advice and ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...

Sequoia Financial Group Llc

Wealth Planner

Denver, CO · On-site

$55K - $75K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

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Financial Planner information

See Colorado salary details

$53.1K

$101.7K

$146.7K

How much do financial planner jobs pay per year?

As of Aug 2, 2026, the average yearly pay for financial planner in Colorado is $101,662.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,900.00 and $107,300.00 per year, depending on experience, location, and employer.

Is a CFP better than a CPA?

A Financial Planner with a CFP certification specializes in comprehensive financial planning, including investments, estate planning, and retirement strategies. A CPA focuses on accounting, tax preparation, and auditing. Both credentials serve different roles, and the better choice depends on the specific financial services needed.

What are the key skills and qualifications needed to thrive as a Financial Planner, and why are they important?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

Is $200,000 enough to work with a financial advisor?

A financial planner typically recommends clients have at least $250,000 to $500,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. With $200,000, a financial advisor can still provide personalized financial planning and investment management, but the scope and fee structure may differ based on the advisor's policies and services offered.

Is being a financial planner a good career?

A financial planner is a professional who helps clients manage their finances, investments, and retirement planning. It can be a rewarding career with opportunities for growth, especially for those with strong interpersonal skills and relevant certifications like the CFP. Job stability and earning potential vary based on experience, location, and client base.

What is a Financial Planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

Does a financial planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful financial planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly higher incomes. Compensation often includes commissions, fees, or a combination of both, and the job requires strong interpersonal and analytical skills.

What Are Financial Planners?

A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals. As a financial planner, you meet with your clients for multiple consultation sessions, which are designed to identify a client's current financial situation and determine a realistic goal for which to aim. You then recommend various strategies and practices to help your client make progress towards their goals. Generally, these recommendations revolve around investment strategies, but you may outline budgetary duties as well. Knowledge of current market trends is crucial, as is experience in business or wealth management.

What are some common challenges Financial Planners face when building a client base, and how can these be effectively addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
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What are popular job titles related to Financial Planner jobs in Colorado? For Financial Planner jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Colorado look for? The top searched job categories for Financial Planner jobs in Colorado are:
What cities in Colorado are hiring for Financial Planner jobs? Cities in Colorado with the most Financial Planner job openings:
What are popular job titles related to Financial Planner jobs in CO? For Financial Planner jobs in CO, the most frequently searched job titles are:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Colorado as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $101,662 per year, or $48.9 per hour.

Financial Planner

T. Rowe Price Associates, Inc.

Colorado Springs, CO • Hybrid

$74K - $100K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted yesterday

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology.

Responsibilities

  • Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
  • Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
  • Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
  • Continually support the Advisors and other associates with investment and financial planning related training and coaching
  • Help clients facing associates better navigate client conversations about various complex financial planning topics
  • Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
  • Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 5+ years of total relevant work experience
  • CFP designation - Must be current and active to be considered for this role
  • FINRA Series 7 and 65

Preferred:

  • Exceptional listening and presentation skills
  • Desire to quickly learn and implement new financial tools, technologies, and conversation expectations
  • FINRA 66 *The active holding of the 63 and 65 licenses is acceptable in lieu of the 66.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$85,500.00 - $146,000.00 for the location of: Washington, D.C.
$85,500.00 - $146,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until:

10/7/2026

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

  • Competitive compensation

  • Annual bonus eligibility

  • A generous retirement plan

  • Hybrid work schedule

  • Health and wellness benefits, including online therapy

  • Paid time off for vacation, illness, medical appointments, and volunteering days

  • Family care resources, including fertility and adoption benefits

Learn more about our benefits.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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