Certified Financial Planner®

The Wealth Conservancy, Inc. is a fee-only financial planning, wealth-coaching, and investment management firm located in Boulder, Colorado. We are currently accepting resumes for a Certified Financial Planner® and offer flexibility, opportunity, and benefits in an enjoyable, supportive environment.

Proficiency in all areas of financial planning is a must. The Wealth Conservancy, Inc. is a boutique firm specializing in planning and coaching for individuals with significant inherited wealth, and the candidate should have knowledge in the areas of estate and tax planning, charitable gifting, and other areas of concern common to this type of client. This individual will possess excellent client relationship management skills and the ability to gather and organize client data

We hire planners who want to do brilliant planning in a culture of efficiency, compliance, and service that reflects the client’s voice. It’s important that this candidate is a self-motivator who can work autonomously on a team while supporting the firm’s leadership and vision. As a small firm, all team members must be adaptable and expect that their roles and business processes will change to keep pace with the evolving landscape of wealth management. It is expected that individuals rise above position requirements when necessary to deliver exceptional client service.

The Wealth Conservancy, Inc. utilizes the following systems, among others:

• MoneyGuide Pro

• Junxure Cloud CRM and ClientView

• Schwab Advisor Center and Portfolio Center

• Microsoft Office Suite

• Microsoft Visio

If you are interested in exploring this offer, please send your cover letter and resume to resumes@twcinc.org.