Senior Financial Planner - Littleton, CO

Advisor Talent Solutions • Littleton, CO

10h

About The Position

An established and growing wealth management organization is seeking an experienced Senior Financial Planner to lead complex financial planning engagements, develop sophisticated strategies, and serve as a trusted technical resource to advisory and planning teams. The role focuses on high-net-worth and affluent client planning, solving complex financial challenges, and delivering actionable recommendations without sales production or the need to build a personal book of business.

The Senior Financial Planner will work closely with financial advisors, review and support the work of junior planners and paraplanners, mentor team members, and help improve planning processes and technical standards. The position offers the opportunity to contribute to the development of comprehensive planning and tax services.

Requirements

• CFP® certification.
• 5–10 years of comprehensive financial planning experience, preferably working with high-net-worth clients.
• Strong technical knowledge of income tax planning, retirement income planning, estate planning, and investment planning.
• Ability to independently manage complex planning cases and develop recommendations.
• Experience working directly with financial advisors to support client planning strategies.
• Strong critical-thinking, analytical, and problem-solving skills.
• Experience reviewing the work of and mentoring junior planners or paraplanners.
• Excellent written and verbal communication skills.

Nice To Haves

• Experience with eMoney or other financial planning software.
• Additional credentials such as AEP®, TPCP, RICP®, CRPC®, or other recognized estate, tax, or retirement planning designations.
• Extensive experience supporting high-net-worth and complex financial planning relationships.
• Ability to integrate tax, estate, retirement, and investment strategies into comprehensive recommendations.
• Track record of serving as a trusted technical resource to financial advisors.
• Proactive, solutions-oriented mindset and commitment to continuous learning.
• Genuine interest in mentoring others and helping build a high-performing planning team.

Responsibilities

• Independently manage complex financial planning cases for high-net-worth and affluent clients.
• Develop comprehensive financial plans and actionable recommendations aligned with clients' long-term goals.
• Analyze income tax strategies, retirement income planning, estate planning, and investment strategies.
• Partner with financial advisors to evaluate client situations and develop customized planning solutions.
• Translate complex financial concepts into clear, practical recommendations.
• Review financial plans, analyses, and recommendations prepared by junior planners and paraplanners.
• Mentor, coach, and support the professional development of junior planning team members.
• Help improve planning processes, workflows, and technical standards across the organization.
• Stay current on tax laws, retirement planning strategies, estate planning considerations, and industry developments.

Benefits

• Employer contribution toward medical insurance.
• Dental and vision coverage options.
• 401(k) plan with employer matching contribution.
• Approximately three weeks of paid time off and nine paid holidays.
• Potential educational reimbursement and opportunities to maintain credentials and expand technical expertise.
• Potential firm-wide profit-sharing opportunities, subject to the firm's plan and eligibility requirements.
• Potential advisor incentive trips and other firm-sponsored opportunities, where applicable.
• Opportunity to expand responsibilities and contribute to the development of comprehensive planning and tax services.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed