Financial Planning Jobs in Colorado
Financial planning jobs in Colorado are concentrated in Denver, Colorado Springs, and Boulder, where firms like Charles Schwab, TIAA, and Fidelity Investments maintain significant operations and hire across seniority levels from associate planners to senior wealth managers. Demand is strongest for specialists in retirement planning, investment management, and comprehensive financial advisory services, reflecting the state's large professional workforce and growing high-net-worth client base. Colorado ranks among the more active markets in the Mountain West for credentialed financial planning professionals. Find a role that fits below and apply directly.
Find Financial Planning JobsOverview
Open roles16
Top employerEchoStar
Top cityDenver, CO
Cities hiring8
Work type75% Hybrid
Top industryNon-Profit
Showing 5 of 16+ Financial Planning jobs
Financial Planning Analyst II
We won't show you this job again
Added 2d ago
State of Colorado
Financial Planning Analyst II
Denver, Colorado
Added 2d ago
Financial Planning Analyst II
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Added 3d ago
COLORADO SCHOOL OF MINES
Financial Planning Analyst II
Golden, Colorado
Added 3d ago
Lead Financial Analyst - Wireless Planning
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Added 3d ago
EchoStar
Lead Financial Analyst - Wireless Planning
Littleton, Colorado
Added 3d ago
A
Senior Financial Planning & Analysis Analyst
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A
Added 3d ago
Accuserve Solutions
Senior Financial Planning & Analysis Analyst
Denver, Colorado
Added 3d ago
SDA Financial Planning and Analysis SME
We won't show you this job again
Added 4d ago
Odyssey Systems Consulting Group
SDA Financial Planning and Analysis SME
Colorado Springs, Colorado
Added 4d ago
Added 2d ago
Financial Planning Analyst II
State of Colorado·Denver, Colorado
Job functions:
$72k - $82k/yr
Hybrid
Master's degree in accounting
1,001-5,000 employees
Job Description
Department Information
Engineering a world of possibilities
Colorado School of Mines is pleased to announce an opportunity for a Financial Planning Analyst II to join our Budget and Financial Planning team.
At Mines, the Budget and Financial Planning Office sits within our Finance, Administration, and Operations (FA&O) Division and provides oversite for campus units’ financial planning and collaborates with various campus units to manage the university’s financial health. The Budget and Financial Planning team works to enhance financial and budget forecasting, reporting, and analysis by being a resource and partner to the Mines community. Broadly, FA&O provides critical support to the mission and forward-thinking strategic initiatives while managing $325 million in operating activity, stewarding $1 billion in assets, and supporting approximately 1400 full-time faculty and staff.
In this role, you’ll be responsible for operational forecasting, reporting, and analysis for a select portfolio along with institutional projects as assigned.
Additional responsibilities include procedural documentation, implementing the budgeting system, and communicating financial data into high-level summary reports.
For success in this position, you’ll need:
Attention to Detail – The ability to not only be accurate in producing analyses, but also notice quirks in the information that may warrant further exploration
Curiosity – A drive to dig deeper into analyses to determine why things look or function the way they do
Customer Focus – An understanding of constituent needs that allows for the tailoring of information to most effectively serve that specific audience
Innovation/Problem Solving – A focus on leveraging available resources to develop new solutions to long-time or newly identified challenges
Collaboration – Awareness of how the individual’s work may impact or be supported by other members of the team
Sound like you? Apply today. Application period ends November 11, 2026 at 11:59 p.m.
This position may be eligible for hybrid work in Colorado and requires two or more days per week on campus in Golden, Colorado. Visa sponsorship is not available for this position now nor in the future.
Description of Job
Primary Responsibilities
Financial Analysis
- Analyze and summarize campus portfolio budget and fund variances, along with producing monthly and annual reports explaining those results.
- Develop scenario analyses that evaluate financial impacts of enrollment changes, state appropriations, research growth, compensation adjustments, and strategic investments on campus portfolio partners.
- Support current strategic initiatives and campus projects, including preparing analyses and briefing materials for campus portfolio partners, including scenario evaluations and strategic or operational recommendations.
- Develop a deep understanding of the financial data to measure benchmarks, explain the outcomes, and provide metrics to measure financial performance against industry trends.
Financial Operations and Systems
- Manage a campus portfolio by meeting regularly and serving as a financial consultant for those leaders by supporting budget management, effectively communicating models, reports, and analysis results in writing, presentations, and other methods.
- Work on continuous business process improvement, including writing and revising documentation along with recommending and supporting ways to improve business and financial services to campus partners.
- Support the university budget processes, including annual operating budget development, implementation, monitoring, and fiscal year analysis.
- Continuously enhance skills and abilities in Workday’s Adaptive Planning tool to implement efficient operations/business processes and refine modeling accuracy and efficiency.
Reporting and Forecasting
- Develop financial models to forecast future department revenues and expenses, along with annual and long-term financial funding models for units in their reporting portfolio.
- Aid in the development of forecasting procedures and lead reporting initiatives related to multi-year projections, which include mandatory costs, auxiliary revenue, and labor expenses.
- Draw from available data to develop digestible financial dashboards and reporting while maintaining and enhancing scheduled reports based on campus feedback and strategic needs.
- Continuously enhance skills and abilities in data visualization software, such as Tableau.
- Continuously enhance skills and abilities in Workday’s Adaptive Planning tool to support effective decision-making reports and analytics
In the first 3-6 months, the successful candidate will have developed and implemented:
- Working knowledge of Mines financial and organizational structures, Workday/Adaptive systems, and standard business processes
- Positive rapport with campus partners, including both operational partners (e.g. HR) and financial partners (i.e. portfolio)
- Ownership of their learning process with constant leveraging of available resources
- Maintenance of existing models, reports, and dashboards, with an improving ability to make additions or refinements that increase accuracy or accessibility
- Production of clear and accurate ad-hoc reports, even if those reports don’t yet fully utilize all available resources/information
Minimum Qualifications, Substitutions, Conditions of Employment & Appeal Rights
Minimum Qualifications
- Bachelor’s degree in accounting, business, finance, or related field.
- 2 or more years of professional experience in budgeting, financial planning, or closely aligned work
- Advanced skill using the Microsoft Office Suite, specifically advanced abilities in Excel and PowerPoint
- Experience in enterprise resource planning (ERP) systems, such as Workday and Adaptive Planning
- Experience using complex financial, human resources, student, and/or other information systems
- Experience working with large complex data sets, such as detailed transactions, employee information, student academic characteristics, and other database fields
- Basic proficiency in data visualization platforms (e.g., Tableau or similar systems).
- Excellent interpersonal and communication skills
Preferred Qualifications
- Master’s degree in accounting, business, finance, or related field.
- Experience in higher education.
- Experience in financial modeling systems like Adaptive Planning, or similar systems
- Experience in data visualization software like Tableau, or similar systems
- Experience with higher education budget modeling and financial reporting and higher education fund and cost accounting
- Advanced foundational skills to master more complex structures, algorithms, and problem-solving techniques
- Advanced communication skills, display professional presence in meetings and summarize communications at the appropriate level for executive audiences
Salary and Benefits
$72,000 - $82,000 anticipated annual salary rate
Mines takes into consideration a combination of candidate’s education, training and experience as well as the position’s scope and complexity, the discretion and latitude required in the role, work location, and external market and internal value when determining a salary level for potential new employees.
Colorado School of Mines offers a robust portfolio of benefits for all employees. For this role, that includes:
- Flexible health and dental care options
- Generous sick/vacation time: 11 paid holidays per year
- Fully vested retirement plan on first day of employment, with generous employer contribution
- Tuition benefits (6 credits per year for employees, 50 percent discount for dependents)
- Free RTD Ecopass
All Mines employees also have access to discount programs through the State of Colorado and free tickets for Mines Athletics home games, as well as access to the state of the art Recreation Center (fitness classes and training, swimming pool and more) and equipment rentals through the Outdoor Rec Center. We are proud to have recently opened an on campus daycare center. For more details about benefits at Mines, visit mines.edu/human-resources/benefits.
How to Apply
- Complete an online application (personal information, demographic information, veteran status)
- Upload a resume or CV
- Upload a cover letter. In your cover letter, please address the following prompt:
Please tell us about a time you identified and addressed an existing problem at work. How did you discover the issue, who did you involve in the solution, and what was the ultimate outcome?
Candidates must be currently authorized to work in the United States. Visa sponsorship is not available for this position now nor in the future.
This posting may be used to fill more than one vacancy based on business needs.
References will not be contacted until later in the selection process and you will be informed before that contact is made.
Application review will begin November 12, 2026. This posting will remain open until filled and may close without notice. For best consideration, apply by November 11, 2026 at 11:59 p.m. as applications received after that date may not be reviewed. To apply for this non-classified position, please visit the Financial Planning Analyst II position advertised on the Mines Workday Jobs Page.
Successful completion of a background investigation is required for this position.
Supplemental Information
About Mines & Golden, CO
When the world looks for answers, the world looks to Mines.
Colorado School of Mines is a top-ranked public university solving the grand challenges facing our society, particularly those related to the Earth, energy and the environment. Founded in 1874 with specialties in mining and metallurgy, Mines’ scope and mission have continually expanded to meet the needs of industry and society. Today, we are the No. 40 public university in the nation, recognized for our innovation and undergraduate teaching in science, technology engineering and math (U.S. News and World Report, 2026).
Mines graduates are change makers, boundary breakers and problem solvers. Since our earliest days, a Mines education has been and continues to be a transformational opportunity, with one of the strongest returns on investment out there for talented STEM students of all backgrounds.
At the same time, Mines faculty members are pushing their fields in new directions, whether that’s manufacturing, space resources, quantum engineering, carbon capture or more. Mines was recently classified as a R1 “Very High Activity” research institution by Carnegie, a notable feat for any university but particularly one of our size.
That size – roughly 8,200 undergraduate and graduate students – also translates to a close-knit campus community, where employees have opportunities to get involved in multiple ways, continued professional learning is valued and everyone can make an impact.
Community Alliance groups bring together employees for professional development, networking, and community involvement, and all Mines employees also have access to the wealth of activities happening every day on campus – nationally-renowned speakers, special events and Mines traditions like Engineering Days, just to name a few.
And don’t get us started on our hometown. We are located in the heart of Golden, Colorado -with its charming historic downtown and nearby hiking trails – and in close proximity to all that Denver and the Rocky Mountains have to offer. That includes the sunny, high-altitude climate and outstanding outdoor recreation opportunities that make the Denver area an ideal place to live, work and play.
Are you looking for an inspiring, mission-driven workplace where you can contribute to solving the world’s problems and educating the next generation of change makers? Are you an individual who values a community where our individual perspectives and experiences enrich the educational and work experience?
Look to Mines.
Apply at: https://mines.wd1.myworkdayjobs.com/en-US/Mines_Careers/details/Financial-Planning-Analyst-II_JR110134
Apply at: https://mines.wd1.myworkdayjobs.com/en-US/Mines_Careers/details/Financial-Planning-Analyst-II_JR110134
Additional Information and Reasonable Accommodation Requests
It is the intent of Mines to comply with the applicable requirements of the Americans with Disabilities Act and the Americans with Disabilities Act Amendments Act of 2008, and their implementation rules and regulations, in support of equal opportunities for qualified applicants with disabilities. To meet this goal, Mines will make reasonable accommodations during the employment selection process and within our working environment.
If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on our site as a result of your disability. You can request a reasonable accommodation by contacting our Human Resources team at hr@mines.edu or 303.273.3250 for assistance.
Successful completion of a background investigation may be required for this position.
Equal Opportunity
Colorado School of Mines is committed to equal opportunity for all persons. Mines does not discriminate on the basis of age, sex, gender (including gender identity and gender expression), ancestry, creed, marital status, race, ethnicity, religion, national origin, disability, sexual orientation, genetic information, veteran status or current military service. Further, Mines does not retaliate against community members for filing complaints regarding or implicating any of these protected statuses.
Mines’ commitment to nondiscrimination, equal opportunity and equal access is reflected in the administration of its policies, procedures, programs and activities and in its efforts to achieve a talented student body and workforce.
Through its policies, procedures and resources, Mines complies with federal law, Colorado state law, administrative regulations, executive orders and other legal requirements to prevent discrimination (including harassment or retaliation) within the Mines campus community and to address potential allegations of inequality or concerns for safety.
Colorado's premier engineering and applied science university for 150 years and counting
State of Colorado
Financial Planning Analyst II
Denver, Colorado
Added 2d ago1,001-5,000 employees
Job functions:
$72k - $82k/yr
Hybrid
Master's degree in accounting
Job Description
Department Information
Engineering a world of possibilities
Colorado School of Mines is pleased to announce an opportunity for a Financial Planning Analyst II to join our Budget and Financial Planning team.
At Mines, the Budget and Financial Planning Office sits within our Finance, Administration, and Operations (FA&O) Division and provides oversite for campus units’ financial planning and collaborates with various campus units to manage the university’s financial health. The Budget and Financial Planning team works to enhance financial and budget forecasting, reporting, and analysis by being a resource and partner to the Mines community. Broadly, FA&O provides critical support to the mission and forward-thinking strategic initiatives while managing $325 million in operating activity, stewarding $1 billion in assets, and supporting approximately 1400 full-time faculty and staff.
In this role, you’ll be responsible for operational forecasting, reporting, and analysis for a select portfolio along with institutional projects as assigned.
Additional responsibilities include procedural documentation, implementing the budgeting system, and communicating financial data into high-level summary reports.
For success in this position, you’ll need:
Attention to Detail – The ability to not only be accurate in producing analyses, but also notice quirks in the information that may warrant further exploration
Curiosity – A drive to dig deeper into analyses to determine why things look or function the way they do
Customer Focus – An understanding of constituent needs that allows for the tailoring of information to most effectively serve that specific audience
Innovation/Problem Solving – A focus on leveraging available resources to develop new solutions to long-time or newly identified challenges
Collaboration – Awareness of how the individual’s work may impact or be supported by other members of the team
Sound like you? Apply today. Application period ends November 11, 2026 at 11:59 p.m.
This position may be eligible for hybrid work in Colorado and requires two or more days per week on campus in Golden, Colorado. Visa sponsorship is not available for this position now nor in the future.
Description of Job
Primary Responsibilities
Financial Analysis
- Analyze and summarize campus portfolio budget and fund variances, along with producing monthly and annual reports explaining those results.
- Develop scenario analyses that evaluate financial impacts of enrollment changes, state appropriations, research growth, compensation adjustments, and strategic investments on campus portfolio partners.
- Support current strategic initiatives and campus projects, including preparing analyses and briefing materials for campus portfolio partners, including scenario evaluations and strategic or operational recommendations.
- Develop a deep understanding of the financial data to measure benchmarks, explain the outcomes, and provide metrics to measure financial performance against industry trends.
Financial Operations and Systems
- Manage a campus portfolio by meeting regularly and serving as a financial consultant for those leaders by supporting budget management, effectively communicating models, reports, and analysis results in writing, presentations, and other methods.
- Work on continuous business process improvement, including writing and revising documentation along with recommending and supporting ways to improve business and financial services to campus partners.
- Support the university budget processes, including annual operating budget development, implementation, monitoring, and fiscal year analysis.
- Continuously enhance skills and abilities in Workday’s Adaptive Planning tool to implement efficient operations/business processes and refine modeling accuracy and efficiency.
Reporting and Forecasting
- Develop financial models to forecast future department revenues and expenses, along with annual and long-term financial funding models for units in their reporting portfolio.
- Aid in the development of forecasting procedures and lead reporting initiatives related to multi-year projections, which include mandatory costs, auxiliary revenue, and labor expenses.
- Draw from available data to develop digestible financial dashboards and reporting while maintaining and enhancing scheduled reports based on campus feedback and strategic needs.
- Continuously enhance skills and abilities in data visualization software, such as Tableau.
- Continuously enhance skills and abilities in Workday’s Adaptive Planning tool to support effective decision-making reports and analytics
In the first 3-6 months, the successful candidate will have developed and implemented:
- Working knowledge of Mines financial and organizational structures, Workday/Adaptive systems, and standard business processes
- Positive rapport with campus partners, including both operational partners (e.g. HR) and financial partners (i.e. portfolio)
- Ownership of their learning process with constant leveraging of available resources
- Maintenance of existing models, reports, and dashboards, with an improving ability to make additions or refinements that increase accuracy or accessibility
- Production of clear and accurate ad-hoc reports, even if those reports don’t yet fully utilize all available resources/information
Minimum Qualifications, Substitutions, Conditions of Employment & Appeal Rights
Minimum Qualifications
- Bachelor’s degree in accounting, business, finance, or related field.
- 2 or more years of professional experience in budgeting, financial planning, or closely aligned work
- Advanced skill using the Microsoft Office Suite, specifically advanced abilities in Excel and PowerPoint
- Experience in enterprise resource planning (ERP) systems, such as Workday and Adaptive Planning
- Experience using complex financial, human resources, student, and/or other information systems
- Experience working with large complex data sets, such as detailed transactions, employee information, student academic characteristics, and other database fields
- Basic proficiency in data visualization platforms (e.g., Tableau or similar systems).
- Excellent interpersonal and communication skills
Preferred Qualifications
- Master’s degree in accounting, business, finance, or related field.
- Experience in higher education.
- Experience in financial modeling systems like Adaptive Planning, or similar systems
- Experience in data visualization software like Tableau, or similar systems
- Experience with higher education budget modeling and financial reporting and higher education fund and cost accounting
- Advanced foundational skills to master more complex structures, algorithms, and problem-solving techniques
- Advanced communication skills, display professional presence in meetings and summarize communications at the appropriate level for executive audiences
Salary and Benefits
$72,000 - $82,000 anticipated annual salary rate
Mines takes into consideration a combination of candidate’s education, training and experience as well as the position’s scope and complexity, the discretion and latitude required in the role, work location, and external market and internal value when determining a salary level for potential new employees.
Colorado School of Mines offers a robust portfolio of benefits for all employees. For this role, that includes:
- Flexible health and dental care options
- Generous sick/vacation time: 11 paid holidays per year
- Fully vested retirement plan on first day of employment, with generous employer contribution
- Tuition benefits (6 credits per year for employees, 50 percent discount for dependents)
- Free RTD Ecopass
All Mines employees also have access to discount programs through the State of Colorado and free tickets for Mines Athletics home games, as well as access to the state of the art Recreation Center (fitness classes and training, swimming pool and more) and equipment rentals through the Outdoor Rec Center. We are proud to have recently opened an on campus daycare center. For more details about benefits at Mines, visit mines.edu/human-resources/benefits.
How to Apply
- Complete an online application (personal information, demographic information, veteran status)
- Upload a resume or CV
- Upload a cover letter. In your cover letter, please address the following prompt:
Please tell us about a time you identified and addressed an existing problem at work. How did you discover the issue, who did you involve in the solution, and what was the ultimate outcome?
Candidates must be currently authorized to work in the United States. Visa sponsorship is not available for this position now nor in the future.
This posting may be used to fill more than one vacancy based on business needs.
References will not be contacted until later in the selection process and you will be informed before that contact is made.
Application review will begin November 12, 2026. This posting will remain open until filled and may close without notice. For best consideration, apply by November 11, 2026 at 11:59 p.m. as applications received after that date may not be reviewed. To apply for this non-classified position, please visit the Financial Planning Analyst II position advertised on the Mines Workday Jobs Page.
Successful completion of a background investigation is required for this position.
Supplemental Information
About Mines & Golden, CO
When the world looks for answers, the world looks to Mines.
Colorado School of Mines is a top-ranked public university solving the grand challenges facing our society, particularly those related to the Earth, energy and the environment. Founded in 1874 with specialties in mining and metallurgy, Mines’ scope and mission have continually expanded to meet the needs of industry and society. Today, we are the No. 40 public university in the nation, recognized for our innovation and undergraduate teaching in science, technology engineering and math (U.S. News and World Report, 2026).
Mines graduates are change makers, boundary breakers and problem solvers. Since our earliest days, a Mines education has been and continues to be a transformational opportunity, with one of the strongest returns on investment out there for talented STEM students of all backgrounds.
At the same time, Mines faculty members are pushing their fields in new directions, whether that’s manufacturing, space resources, quantum engineering, carbon capture or more. Mines was recently classified as a R1 “Very High Activity” research institution by Carnegie, a notable feat for any university but particularly one of our size.
That size – roughly 8,200 undergraduate and graduate students – also translates to a close-knit campus community, where employees have opportunities to get involved in multiple ways, continued professional learning is valued and everyone can make an impact.
Community Alliance groups bring together employees for professional development, networking, and community involvement, and all Mines employees also have access to the wealth of activities happening every day on campus – nationally-renowned speakers, special events and Mines traditions like Engineering Days, just to name a few.
And don’t get us started on our hometown. We are located in the heart of Golden, Colorado -with its charming historic downtown and nearby hiking trails – and in close proximity to all that Denver and the Rocky Mountains have to offer. That includes the sunny, high-altitude climate and outstanding outdoor recreation opportunities that make the Denver area an ideal place to live, work and play.
Are you looking for an inspiring, mission-driven workplace where you can contribute to solving the world’s problems and educating the next generation of change makers? Are you an individual who values a community where our individual perspectives and experiences enrich the educational and work experience?
Look to Mines.
Apply at: https://mines.wd1.myworkdayjobs.com/en-US/Mines_Careers/details/Financial-Planning-Analyst-II_JR110134
Apply at: https://mines.wd1.myworkdayjobs.com/en-US/Mines_Careers/details/Financial-Planning-Analyst-II_JR110134
Additional Information and Reasonable Accommodation Requests
It is the intent of Mines to comply with the applicable requirements of the Americans with Disabilities Act and the Americans with Disabilities Act Amendments Act of 2008, and their implementation rules and regulations, in support of equal opportunities for qualified applicants with disabilities. To meet this goal, Mines will make reasonable accommodations during the employment selection process and within our working environment.
If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on our site as a result of your disability. You can request a reasonable accommodation by contacting our Human Resources team at hr@mines.edu or 303.273.3250 for assistance.
Successful completion of a background investigation may be required for this position.
Equal Opportunity
Colorado School of Mines is committed to equal opportunity for all persons. Mines does not discriminate on the basis of age, sex, gender (including gender identity and gender expression), ancestry, creed, marital status, race, ethnicity, religion, national origin, disability, sexual orientation, genetic information, veteran status or current military service. Further, Mines does not retaliate against community members for filing complaints regarding or implicating any of these protected statuses.
Mines’ commitment to nondiscrimination, equal opportunity and equal access is reflected in the administration of its policies, procedures, programs and activities and in its efforts to achieve a talented student body and workforce.
Through its policies, procedures and resources, Mines complies with federal law, Colorado state law, administrative regulations, executive orders and other legal requirements to prevent discrimination (including harassment or retaliation) within the Mines campus community and to address potential allegations of inequality or concerns for safety.
Colorado's premier engineering and applied science university for 150 years and counting
See All 16 Financial Planning Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Jobs by City in Colorado
Where Colorado roles are concentrated, by current openings.
Denver
7 jobsGolden
2 jobsColorado Springs
2 jobsLakewood
1 jobEnglewood
1 jobLittleton
1 jobWestminster
1 jobGreenwood Village
1 jobFinancial Planning Job Market in Colorado
A snapshot from current Colorado openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Non-Profit & Social Services
- Healthcare & Medical Services
- Consulting & Professional Services
What Colorado Employers Look For
The qualifications that appear most often in financial planning jobs across Colorado.
- Active CERTIFIED FINANCIAL PLANNER (CFP) certification or active progress toward CFP designation required
- Series 65 or Series 66 license required for investment advisory roles in Colorado
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Demonstrated experience building and managing client financial plans across life stages
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong understanding of Colorado state tax considerations and estate planning regulations
Financial Planning Jobs in Colorado: Frequently Asked Questions
How do you become a financial planning professional in Colorado?
The most direct path is earning the CERTIFIED FINANCIAL PLANNER (CFP) designation, which requires a qualifying bachelor's degree, completion of a CFP Board-registered education program, passage of the CFP exam, and relevant professional experience. Advisors who manage investments must also register as an Investment Adviser Representative with the Colorado Division of Securities and hold a Series 65 or Series 66 license before working with clients in a fee-based capacity.
How much do financial plannings make in Colorado?
Financial plannings in Colorado earn a median of about $89,280 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $57,020 for the lowest 10% to over $269,500 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in Colorado?
Companies currently hiring financial plannings in Colorado include EchoStar, Loenbro, and Riveron, per current listings on Migrate Mate as of November 2026. Colorado's strong concentration of financial services headquarters and wealth management offices in the Denver metro means hiring tends to be consistent year-round rather than purely seasonal.
Which Colorado cities have the most financial planning jobs?
Denver, Golden, and Colorado Springs account for the largest share of financial planning openings in Colorado. Denver dominates because it is home to major financial services firms and corporate headquarters that employ large advisory teams, while Colorado Springs and Boulder attract openings through regional wealth management offices, credit unions, and the tech and defense sectors that generate a steady demand for personal financial guidance.
Are there remote financial planning jobs in Colorado?
Yes, and more than many client-facing fields, since financial planning increasingly supports remote client meetings and digital plan delivery. About 75% of financial planning openings tied to Colorado are remote or hybrid as of November 2026, reflecting how broadly firms have adopted virtual advisory models. Portfolio review, financial plan development, and ongoing client communication are the functions most commonly performed fully remote.
How can I get hired as a financial planning professional in Colorado with little or no experience?
The most realistic entry point is a paraplanner or financial planning associate role, which large Denver-area firms like Charles Schwab and TIAA regularly fill with recent graduates who hold or are pursuing CFP education coursework. Colorado's many registered investment advisory firms also hire associate advisers who support senior planners while building toward their Series 65 and CFP credentials. A completed CFP education program and any client-service or banking experience meaningfully strengthens an application even without full advisory experience.
Where can I find and apply to financial planning jobs in Colorado?
You can find and apply to financial planning jobs in Colorado on Migrate Mate, which lists current Colorado openings across firms of all sizes. Search the listings for roles that match your credentials and experience level, then apply directly to the ones that fit.
See All 16 Financial Planning Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
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