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Parttime Financial Planner Jobs in Colorado (NOW HIRING)

The Recovery Village

Part Time Case Manager

Palmer Lake, CO

$19.25 - $24.75/hr

We are seeking a dedicated and experienced Part Time Case Manager to join our TEAM! Monday-Friday ... planning and continuity of care and may provide coverage for financial counseling functions as ...

The Recovery Village

Part Time Case Manager

Palmer Lake, CO · On-site

$19.25 - $24.75/hr

We are seeking a dedicated and experienced Part Time Case Manager to join our TEAM! Monday-Friday ... planning and continuity of care and may provide coverage for financial counseling functions as ...

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All JobsParttime Financial Planner JobsParttime Financial Planner Jobs in Colorado

Parttime Financial Planner information

What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?

AspectParttime Financial PlannerParttime Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsClient consultations, portfolio management, financial advice
Industry UsageUsed interchangeably with Financial Advisor in some contextsCommonly used term for client-facing financial guidance

Both roles often require similar certifications like CFP or ChFC and typically work in similar environments, providing financial advice and planning services. The main difference is in terminology; 'Financial Planner' emphasizes comprehensive planning, while 'Financial Advisor' may focus more on investment management. Many employers and clients use these terms interchangeably, making the roles closely aligned.

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For Parttime Financial Planner jobs in Colorado, the most frequently searched job titles are:

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Parttime Financial Planner jobs near you

Life Insurance Sales Associate

Eliason Consulting Group

Englewood, CO

Part-time

Re-posted 2 days ago

Job description

Company Description

About ECG

Eliason Consulting Group (ECG) is an Equis Financial member agency and a  Financial Services and management consulting practice based in Denver, Colorado. Our mission is to help individuals, families and business increase success and decrease stress. We work with individual and families to achieve financial freedom. For businesses we provide financial and management consulting services that enables them achieve their strategic goals and increase their profit margin along with other corporate objectives.

Job Description

Apply only if you want to make money and be your own boss. If you are looking for a 9am - 5pm job, please do not apply. We don't want to waste your time and our time. This is a sales position with extra ordinary income potential and great commission structure. You must be self motivated and business-driven to succeed.

NO COLD CALLING. We have a lead driven system that puts you in front of prospects who have requested to be contacted for help with their life insurance and financial needs.

You must be licensed before you start earning. If you don't already have your life insurance license, we will provide you with the tools and training platform to get you licensed as fast as you want so you can begin making money.

Please remember this is a 100% Commission-based business.

  • Agents/underwriters take lead responses, call clients to set appointments, then sit down with clients in their home for about an hour to help them pick out the best mortgage protection plan that fits their budget.
  • We provide training and mentoring
  • In addition to mortgage protection, our team also utilizes premium financial products to help people save for retirement or protect their current retirement accounts (e.g., 401Ks and IRAs) from losing money in the market).

Job Description

  • Provide financial education to current and prospective clients;
    meeting prospects at community functions; responding to inquiries;
    developing promotions; presenting financial planning seminars
  • Assesses clients financial situation by gathering information
    regarding investments, asset allocation, savings, tax planning,
    retirement planning, and estate planning; evaluating risk tolerance.

  • Helping clients through insurance and other financial product sales and services to enable them meet their retirement and other financial goals.
  • Assists families to develop sustainable financial strategies by guiding them to establish
    financial goals; matching goals to situation with appropriate financial
    plans.

Earnings Potential

  • Part Time - 30K-45K potential (1-3 days/week)
  • Full Time - 50K-65K+ potential (4-5 days/week)
  • Attractive Starting Commission levels
  • Residuals on sales

We are looking for enthusiastic, ethical and excellent-minded people with a winning attitude to join our team on a part-time or full time basis. If you have a desire, drive and determination to change your future while helping middle America with reaching their financial goals, we would love to talk with you.

Qualifications
  • Willingness to learn, and take action.
  • Having entrepreneurial mindset
  • Associate or college degree in business a plus but not required.
  • Business knowledge
  • Have strong work ethics and people skills
  • Ability to maintained a discipline and focus to achieve financial goals.
Additional Information

All your information will be kept confidential according to EEO guidelines.

Apply