Financial Planner

The Wealth Conservancy, Inc. is a fee-only financial planning, wealth-coaching, and investment management firm. We are currently accepting resumes for a financial planner to join our team of professionals in Boulder, Colorado, where we strive to work with integrity in an enjoyable, supportive environment.

Our ideal candidate enjoys client contact and developing bespoke financial plans. S/he is analytical and can identify gaps that may exist in a client’s financial situation, is personable, and can explain the gaps and remedies in lay terms.

Please note: The Wealth Conservancy, Inc. is not seeking investment managers or administrators. This is truly a financial planning position as we are a boutique firm specializing in planning and coaching for individuals with significant, inherited wealth.

The candidate should have knowledge in the following areas:

• Proficiency in all areas of financial planning
• Certified Financial Planner® designation is a plus
• Experience working for a Registered Investment Advisory (RIA) business is a plus
• Knowledge in the areas of estate and tax planning, charitable gifting, and areas of concern common to clients with significant, inherited wealth
• We hire planners who want to do brilliant, holistic planning in a culture of efficiency, compliance, and service that reflects the client’s voice.

The candidate will be someone who:

• Possesses excellent client relationship management skills and the ability to gather and organize client data.
• Is self-motivated and can work autonomously, as well as on a team, while supporting the firm’s leadership and vision.
• Is adaptable, as the role and business processes will change to keep pace with the evolving landscape of wealth management.
• Can 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
• Tamarac PortfolioCenter
• Microsoft Office Suite (including Excel and Word)
• Microsoft Visio

Job Type: Full-time

Salary: $75,000.00 to $90,000.00 /year