Post job

Finance planner jobs in Pueblo, CO - 37 jobs

All
Finance Planner
Wealth Management Advisor
Finance Advisor
Acquisition Analyst
Finance Representative
Finance Analyst
Investment Consultant
  • J.P. Morgan Wealth Management - Private Client Advisor - Colorado Springs, CO

    Chase 4.4company rating

    Finance planner job in Colorado Springs, CO

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $56k-109k yearly est. Auto-Apply 60d+ ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Investment Consultant - Colorado Springs, CO

    Fidelity Investments 4.6company rating

    Finance planner job in Colorado Springs, CO

    Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For * Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs * Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up * Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity * Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire * Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring * You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each * Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations * You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales
    $59k-74k yearly 17d ago
  • Financial Planner

    T. Rowe Price 4.5company rating

    Finance planner job in Colorado Springs, CO

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology. Responsibilities * Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients * Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies * Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service * Continually support the Advisors and other associates with investment and financial planning related training and coaching * Help clients facing associates better navigate client conversations about various complex financial planning topics * Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education * Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change Qualifications Required: * Bachelor's degree or the equivalent combination of education and relevant experience * 5+ years of total relevant work experience * CFP designation - Must be current and active to be considered for this role * FINRA Series 7 and 66 *The 63 and 65 licenses are acceptable in lieu of the 66. Preferred: * Exceptional listening and presentation skills * Desire to quickly learn and implement new financial tools, technologies, and conversation expectations FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $98,500 - $143,000 for the location of: Maryland, Colorado, Washington and remote workers $98,500 - $143,000 for the location of: Washington, D.C. $98,500 - $143,000 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 03/31/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $35k-54k yearly est. Auto-Apply 21d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Colorado Springs, CO (Austin Bluffs)

    JPMC

    Finance planner job in Colorado Springs, CO

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $47k-96k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    First Command Financial Services, Inc. 4.7company rating

    Finance planner job in Colorado Springs, CO

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AM4 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation
    $61k-99k yearly est. 15d ago
  • Wealth Management Advisor

    Rfg Advisory

    Finance planner job in Colorado Springs, CO

    Full-time Description Our partner, Confidence Financial Partners , is currently seeking a purpose-driven Wealth Management Advisor who thrives on building meaningful, trust-based relationships-not chasing quotas or pushing products. The ideal candidate is a skilled financial planner with a strong fiduciary mindset who is passionate about helping others live more confident and intentional lives. As a Wealth Management Advisor, you are energized by collaboration, highly responsive to client needs, and comfortable delivering comprehensive financial plans that evolve with life's changes. You'll work closely with a mission-driven team where Principal Partners focus on growth, and you focus on delivering exceptional, deeply personal financial planning. Location: This is a full-time position located in Colorado Springs, CO. Key Responsibilities: Design and implement tailored financial plans that align with client values, goals, and risk profiles Maintain and update plans in eMoney (or similar platforms) as life or market conditions change Proactively communicate with clients, responding to all inquiries within 24 hours Prepare and deliver clear, engaging financial plan presentations that inspire trust and confidence Identify opportunities to optimize clients' financial ecosystems across all five key planning areas (investment, insurance, tax, estate, retirement) Collaborate closely with internal teams including investment management, insurance, estate planning, and tax specialists Build and nurture long-term, trust-based relationships with clients and their families Represent the firm in local markets and communities to build visibility and generate referrals Training & Development: Personalized mentorship from experienced financial planning leaders Ongoing continuing education (CE) and training in financial planning, compliance, and client service Brand support and national marketing to help grow your visibility and client base Company Overview: We are here to help empower you to live your best life with confidence, freedom, and purpose. We believe you deserve to dream with confidence, enjoying the second half of life beyond what you thought possible. Our first priority is you, your well-being, your family, and your future. We take time to deeply understand your personal story, your dreams, and what truly matters most. Through candid conversations and a trusted relationship, we help you clarify your goals, make informed decisions, and feel confident every step of the way. We specialize in partnering with individuals and couples who've worked hard, saved intentionally, and are ready to thrive in their next chapter. Whether you're approaching retirement or already enjoying it, we're here to keep your financial life on track and simplify the complex. Our mission is to build straightforward, proactive strategies so you can live your best life-on purpose, with confidence. Requirements What You Bring: CFP preferred; Active Life, Health, and Series 65 licenses required 3+ years in wealth advisory or financial planning roles, preferably working with HNW/UHNW clients Proficiency in eMoney or similar planning software Fiduciary-first mentality with a strong track record of client advocacy Excellent verbal and written communication, relationship management, and detailed documentation abilities Salary Description $70,000-$90,000 + performance bonus model
    $70k-90k yearly 60d+ ago
  • C2BMC PRINCIPAL ACQUISITION ANALYST

    Reliant Technology 3.7company rating

    Finance planner job in Colorado Springs, CO

    Ignite is an ISO 9001:2015 and CMMI Services Level 3 certified, Service-Disabled Veteran-Owned Small Business (SDVOSB), headquartered in Huntsville, AL. By design, Ignite is a provider of professional services to customers in educational, federal, and commercial industries and in every action seeks to be the preeminent provider within this business space. Ignite upholds our values of competency, collaboration, innovation, reliability, and results through everything we do. Ignite is currently seeking a driven, detail-oriented C2BMC Principal Acquisition Analyst to join our team! In this role you will become a member of the Parsons' TEAMS NEXT support staff with a primary work assignment supporting the Missile Defense Agency's Command, Control, Battle Management and Communications (C2BMC). This position requires a seasoned professional with a detailed understanding of DoD acquisition processes to include cost, schedule, and performance of contracts. Job Requirements Responsibilities include, but are not limited to: * Working knowledge of applicable DoD acquisition directives to support the development of Missile Defense System (MDS) acquisition policy, plans, processes, procedures, and guidance for MDS development and fielding; * Develop Acquisition Plans, Justification and Approvals, Request for Proposal packages, Statements of Work, and Contract Data Requirement Lists * Interpret MDA acquisition guidance to support acquisition planning and MDS program integration; * Expertise in strategic planning, acquisition strategy development, and development of key acquisition documentation to support acquisition strategy approval and execution * Prepare planning documents to coordinate integrated acquisition strategies within the MDS and OGA partners * Support and interact with high level DoD Officials (O-6 and above, GS-15/NH-4 equivalent), sitting on-site with the DoD Program Office and deliver products successfully in a fast paced environment (on demand). * Develop reports, decision papers, and briefings for senior leadership and external stakeholders. Required Qualifications * Bachelors Degree and 20+ years of relevant experience or Master Degree and 12+ years of experience * Secret clearance * Possess knowledge of acquisition processes/activities required to support the evaluation of contract performance against the program baselines * Experience translating technical requirements into contract requirements * Capable of working independently or leading cross-functional teams to research, track, and complete ad hoc tasks associated with the PWS * Experience in cost, schedule and performance management for a space based program and/or a DoD Desired Qualifications * MDA experience Security Clearance Requirements: Must have an active Secret Security Clearance Education Requirements: * Bachelor's Degree Other Requirements: Must be a US citizen and be able to hold an active Security Clearance at the Secret Level. Salary Range: $100k - $130k We are equal opportunity/affirmative action employers, committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status, or any other protected characteristic under state or local law. Accommodation Request: If you are a qualified individual with a disability or are a disabled veteran and are unable or limited in your ability to use or access our Careers sites as a result of your disability, you have the right to receive assistance in completing the application process. Please send your request to **********************
    $100k-130k yearly 17d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance planner job in Colorado Springs, CO

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 37d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Colorado Springs, CO (Austin Bluffs)

    Jpmorganchase 4.8company rating

    Finance planner job in Colorado Springs, CO

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $53k-99k yearly est. Auto-Apply 1d ago
  • Financial Advisor - Colorado Springs

    Thrivent Financial 4.4company rating

    Finance planner job in Colorado Springs, CO

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $40k-72k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance planner job in Colorado Springs, CO

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
    $54k-95k yearly est. Auto-Apply 14d ago
  • Financial Counseling Representative

    Uchealth 4.3company rating

    Finance planner job in Colorado Springs, CO

    Department: SRSS Pt Access Fin Counseling Work Schedule: Full Time, 80.00 hours per pay period (2 weeks) Shift: Days Pay: $20.87 - $27.13 / hour. Pay is dependent on applicant's relevant experience This position is an onsite role and does not offer a hybrid or remote option Summary: Counsels patients and/or parties responsible for payment regarding payment responsibilities and options. Responsibilities: + Explains financial responsibilities for services received, payment options, and collection procedures. + Explains insurance benefits, eligibility, requirements, and estimated patient liability based upon analysis and verification of insurance benefits. + Recommends alternative sources of payment and/or financial assistance when appropriate. + Communicates with insurance carriers, alternative payment sources, and healthcare providers to act as an advocate for the patient. + Within scope of job, requires critical thinking skills, decisive judgement and the ability to work with minimal supervision. Must be able to work in a fast-paced environment and take appropriate action. Requirements: + High school diploma or GED. Employees are our number one asset. UCHealth promotes a culture that invests in professional success and personal well-being through a comprehensive total rewards program. * Recognition + Performance bonus: UCHealth offers a 3-Year Incentive Bonus to recognize employee contributions to our success in quality, patient experience, organizational growth, financial goals and tenure. The bonus accumulates annually each October and is paid out in October during the third year of employment. + Performance-based pay increase: The Annual Merit Pay Increase recognizes work performance that meets or consistently exceeds performance standards documented through UCHealth's established evaluation process and accounts for increased experience, skills and cost of living. + Market reviews: All UCHealth positions are reviewed annually to ensure UCHealth base pay aligns with market standards. Base pay rates are adjusted as needed to stay market competitive. Health and well-being + Medical, dental and vision coverage. + Access to 24/7 mental health and well-being support for employees and dependents. + Discounted gym memberships and fitness resources. + Free Care.com membership. + Voluntary benefits such as accident insurance, critical illness insurance, group legal plan, identity theft protection, pet insurance, auto and home insurance, and employee discount programs. + Time away from work: Paid time off (PTO), paid family and medical leave (inclusive of Colorado FAMLI), leaves of absence. + New employees receive an initial PTO load with first paycheck. + Employer-provided basic life and accidental death and dismemberment coverage with buy-up coverage options. + Employer-provided short-term disability and long-term disability with a buy-up coverage option. Retirement and savings + 403(b) plan with employer matching contribution. + Additional 457(b) plan may be available. + Flexible spending accounts for health care and dependent day care; health savings account available when enrolled in high-deductible (HD) medical plan. Education and career growth + UCHealth provides access to academic degrees and certificate programs to promote professional and personal growth. + Up to 100% of tuition, books and fees paid for by UCHealth for specific educational degrees. + Other programs may qualify for up to $10,000/year pre-paid by UCHealth or up to $5,250/year in the form of tuition reimbursement. + Access to LinkedIn Learning, which offers thousands of virtual courses and seminars, and internal professional development opportunities. + Employees have access to free assistance navigating the Public Service Loan Forgiveness program and submitting their federal student loans for forgiveness. *Eligibility for some programs is based on an employee's scheduled work hours. We improve lives. In big ways through learning, healing, and discovery. In small, personal ways through human connection. But in all ways, we improve lives. UCHealth always welcomes talent. This position will be open for a minimum of three days and until a top applicant is identified. UCHealth recognizes and appreciates the rich array of talents and perspectives that equal employment and diversity can offer our institution. As an equal opportunity employer, UCHealth is committed to making all employment decisions based on valid requirements. No applicant shall be discriminated against in ay terms, conditions or privileges of employment or otherwise be discriminated against because of the individual's race, color, national origin, language, culture, ethnicity, age, religion, sex, disability, sexual orientation, gender, veteran status, socioeconomic status, or any other characteristic prohibited by federal, state, or local law. UCHealth does not discriminate against any qualified applicant with a disability as defined under the Americans with Disabilities Act and will make reasonable accommodations, when the do not impose an undue hardship on the organization. Who We Are (uchealth.org)
    $20.9-27.1 hourly 10d ago
  • C2BMC Principal Acquisition Analyst

    Waypoint Human Capital 4.1company rating

    Finance planner job in Colorado Springs, CO

    C2BMC Principal Acquisition Analyst Onsite Clearance: Secret Salary: $140k-$160K Waypoint's customer is seeking an exceptionally talented C2BMC Principal Acquisition Analyst to support the Missile Defense Agency's Command, Control, Battle Management, and Communications (C2BMC) organization. The selected candidate will serve as a senior acquisition professional within a fast-paced, mission-critical environment, providing expert guidance on DoD acquisition policy, contract strategy, documentation development, and program integration in support of the Missile Defense System (MDS). This role requires a seasoned professional with deep mastery of DoD acquisition processes across cost, schedule, and performance, as well as the ability to engage directly with senior Government leadership and cross-functional teams. Responsibilities Support the development of Missile Defense System (MDS) acquisition policy, plans, processes, procedures, and guidance using comprehensive knowledge of DoD acquisition directives. Develop key acquisition artifacts including Acquisition Plans, Justification & Approvals (J&As), RFP packages, Statements of Work (SOWs), and Contract Data Requirements Lists (CDRLs). Interpret and apply MDA acquisition guidance to support acquisition planning, program integration, and execution. Lead or support strategic planning activities, acquisition strategy development, and preparation of documentation required for acquisition strategy approval. Prepare and coordinate planning documents to ensure integrated acquisition strategies are aligned across MDS elements and Other Government Agencies (OGAs). Work directly with senior DoD officials (O-6 and above, GS-15/NH-4 equivalents) within an onsite Program Office environment, providing timely, accurate, and high-quality products under fast-paced conditions. Develop senior-level reports, decision papers, briefings, and other acquisition deliverables for leadership and external stakeholders. Translate technical requirements into formal contract requirements, ensuring alignment with program baselines. Research, track, and complete ad hoc tasks associated with the Performance Work Statement (PWS), operating independently or leading cross-functional teams. Support cost, schedule, and performance management activities for DoD or space-based acquisition programs. Required Qualifications Bachelor's degree and 20+ years of relevant experience, or Master's degree and 12+ years of experience. Strong knowledge of DoD acquisition processes and activities supporting evaluation of contract performance against established program baselines. Demonstrated ability to translate technical requirements into actionable contract documentation. Proven capability to work independently or lead cross-functional teams. Experience supporting cost, schedule, and performance management for space-based or DoD programs. Desired Qualifications Prior experience supporting the Missile Defense Agency (MDA).
    $140k-160k yearly 44d ago
  • Wealth Management Advisor - Colorado Springs

    U.S. Bank 4.6company rating

    Finance planner job in Colorado Springs, CO

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $65k-80.2k yearly 60d+ ago
  • Financial Counseling Representative

    Uc Health 4.6company rating

    Finance planner job in Colorado Springs, CO

    Department: SRSS Pt Access Fin Counseling Work Schedule: Full Time, 80.00 hours per pay period (2 weeks) Shift: Days Pay: $20.87 - $27.13 / hour. Pay is dependent on applicant's relevant experience This position is an onsite role and does not offer a hybrid or remote option Summary: Counsels patients and/or parties responsible for payment regarding payment responsibilities and options. Responsibilities: * Explains financial responsibilities for services received, payment options, and collection procedures. * Explains insurance benefits, eligibility, requirements, and estimated patient liability based upon analysis and verification of insurance benefits. * Recommends alternative sources of payment and/or financial assistance when appropriate. * Communicates with insurance carriers, alternative payment sources, and healthcare providers to act as an advocate for the patient. * Within scope of job, requires critical thinking skills, decisive judgement and the ability to work with minimal supervision. Must be able to work in a fast-paced environment and take appropriate action. Requirements: * High school diploma or GED. Employees are our number one asset. UCHealth promotes a culture that invests in professional success and personal well-being through a comprehensive total rewards program. * Recognition * Performance bonus: UCHealth offers a 3-Year Incentive Bonus to recognize employee contributions to our success in quality, patient experience, organizational growth, financial goals and tenure. The bonus accumulates annually each October and is paid out in October during the third year of employment. * Performance-based pay increase: The Annual Merit Pay Increase recognizes work performance that meets or consistently exceeds performance standards documented through UCHealth's established evaluation process and accounts for increased experience, skills and cost of living. * Market reviews: All UCHealth positions are reviewed annually to ensure UCHealth base pay aligns with market standards. Base pay rates are adjusted as needed to stay market competitive. Health and well-being * Medical, dental and vision coverage. * Access to 24/7 mental health and well-being support for employees and dependents. * Discounted gym memberships and fitness resources. * Free Care.com membership. * Voluntary benefits such as accident insurance, critical illness insurance, group legal plan, identity theft protection, pet insurance, auto and home insurance, and employee discount programs. * Time away from work: Paid time off (PTO), paid family and medical leave (inclusive of Colorado FAMLI), leaves of absence. * New employees receive an initial PTO load with first paycheck. * Employer-provided basic life and accidental death and dismemberment coverage with buy-up coverage options. * Employer-provided short-term disability and long-term disability with a buy-up coverage option. Retirement and savings * 403(b) plan with employer matching contribution. * Additional 457(b) plan may be available. * Flexible spending accounts for health care and dependent day care; health savings account available when enrolled in high-deductible (HD) medical plan. Education and career growth * UCHealth provides access to academic degrees and certificate programs to promote professional and personal growth. * Up to 100% of tuition, books and fees paid for by UCHealth for specific educational degrees. * Other programs may qualify for up to $10,000/year pre-paid by UCHealth or up to $5,250/year in the form of tuition reimbursement. * Access to LinkedIn Learning, which offers thousands of virtual courses and seminars, and internal professional development opportunities. * Employees have access to free assistance navigating the Public Service Loan Forgiveness program and submitting their federal student loans for forgiveness. * Eligibility for some programs is based on an employee's scheduled work hours. We improve lives. In big ways through learning, healing, and discovery. In small, personal ways through human connection. But in all ways, we improve lives. UCHealth always welcomes talent. This position will be open for a minimum of three days and until a top applicant is identified. UCHealth recognizes and appreciates the rich array of talents and perspectives that equal employment and diversity can offer our institution. As an equal opportunity employer, UCHealth is committed to making all employment decisions based on valid requirements. No applicant shall be discriminated against in ay terms, conditions or privileges of employment or otherwise be discriminated against because of the individual's race, color, national origin, language, culture, ethnicity, age, religion, sex, disability, sexual orientation, gender, veteran status, socioeconomic status, or any other characteristic prohibited by federal, state, or local law. UCHealth does not discriminate against any qualified applicant with a disability as defined under the Americans with Disabilities Act and will make reasonable accommodations, when the do not impose an undue hardship on the organization. Who We Are (uchealth.org)
    $20.9-27.1 hourly 9d ago
  • C2Bmc Principal Acquisition Analyst

    Ignite 2.8company rating

    Finance planner job in Colorado Springs, CO

    Ignite is an ISO 9001:2015 and CMMI Services Level 3 certified, Service-Disabled Veteran-Owned Small Business (SDVOSB), headquartered in Huntsville, AL. By design, Ignite is a provider of professional services to customers in educational, federal, and commercial industries and in every action seeks to be the preeminent provider within this business space. Ignite upholds our values of competency, collaboration, innovation, reliability, and results through everything we do. Ignite is currently seeking a driven, detail-oriented C2BMC Principal Acquisition Analyst to join our team! In this role you will become a member of the Parsons' TEAMS NEXT support staff with a primary work assignment supporting the Missile Defense Agency's Command, Control, Battle Management and Communications (C2BMC). This position requires a seasoned professional with a detailed understanding of DoD acquisition processes to include cost, schedule, and performance of contracts. Requirements Responsibilities include, but are not limited to: · Working knowledge of applicable DoD acquisition directives to support the development of Missile Defense System (MDS) acquisition policy, plans, processes, procedures, and guidance for MDS development and fielding; · Develop Acquisition Plans, Justification and Approvals, Request for Proposal packages, Statements of Work, and Contract Data Requirement Lists · Interpret MDA acquisition guidance to support acquisition planning and MDS program integration; · Expertise in strategic planning, acquisition strategy development, and development of key acquisition documentation to support acquisition strategy approval and execution · Prepare planning documents to coordinate integrated acquisition strategies within the MDS and OGA partners · Support and interact with high level DoD Officials (O-6 and above, GS-15/NH-4 equivalent), sitting on-site with the DoD Program Office and deliver products successfully in a fast paced environment (on demand). · Develop reports, decision papers, and briefings for senior leadership and external stakeholders. Required Qualifications · Bachelors Degree and 20+ years of relevant experience or Master Degree and 12+ years of experience · Secret clearance · Possess knowledge of acquisition processes/activities required to support the evaluation of contract performance against the program baselines · Experience translating technical requirements into contract requirements · Capable of working independently or leading cross-functional teams to research, track, and complete ad hoc tasks associated with the PWS · Experience in cost, schedule and performance management for a space based program and/or a DoD Desired Qualifications · MDA experience Security Clearance Requirements: Must have an active Secret Security Clearance Education Requirements: · Bachelor's Degree Other Requirements: Must be a US citizen and be able to hold an active Security Clearance at the Secret Level. Salary Range: $100k - $130k
    $100k-130k yearly 16d ago
  • C2BMC Principal Acquisition Analyst

    Apex Tk

    Finance planner job in Colorado Springs, CO

    APEX TK is looking for an amazingly talented C2BMC Principal Acquisition Analyst to join our team! In this role you will become a member of the Parsons' TEAMS NEXT support staff with a primary work assignment supporting the Missile Defense Agency's Command, Control, Battle Management and Communications (C2BMC). This position requires a seasoned professional with a detailed understanding of DoD acquisition processes to include cost, schedule, and performance of contracts. What You'll Be Doing: Working knowledge of applicable DoD acquisition directives to support the development of Missile Defense System (MDS) acquisition policy, plans, processes, procedures, and guidance for MDS development and fielding; Develop Acquisition Plans, Justification and Approvals, Request for Proposal packages, Statements of Work, and Contract Data Requirement Lists Interpret MDA acquisition guidance to support acquisition planning and MDS program integration; Expertise in strategic planning, acquisition strategy development, and development of key acquisition documentation to support acquisition strategy approval and execution Prepare planning documents to coordinate integrated acquisition strategies within the MDS and OGA partners Support and interact with high level DoD Officials (O-6 and above, GS-15/NH-4 equivalent), sitting on-site with the DoD Program Office and deliver products successfully in a fast paced environment (on demand). Develop reports, decision papers, and briefings for senior leadership and external stakeholders. What Required Skills You'll Bring: Bachelors Degree and 20+ years of relevant experience or Master Degree and 12+ years of experience Secret clearance Possess knowledge of acquisition processes/activities required to support the evaluation of contract performance against the program baselines Experience translating technical requirements into contract requirements Capable of working independently or leading cross-functional teams to research, track, and complete ad hoc tasks associated with the PWS Experience in cost, schedule and performance management for a space based program and/or a DoD program What Desired Skills You'll Bring: MDA experience
    $50k-73k yearly est. Auto-Apply 44d ago
  • Financial Analyst

    Modern Family Law 3.7company rating

    Finance planner job in Colorado Springs, CO

    Job Description Modern Family Law, a rapidly expanding national family law firm, is seeking an experienced Financial Analyst to join our team. The Financial Analyst will provide financial insights, forecasting, and data-driven recommendations to support strategic decision-making across a multi-location law firm. This role is critical to ensuring accurate financial planning, operational efficiency, and compliance. This role serves as the operational owner of the forecasting and financial analysis process, ensuring timely, accurate, and well-structured financial outputs that enable strong executive decision-making. Modern Family Law offers competitive compensation, a wide range of benefits, and a culture built on family values. This role is remote, but the Financial Analyst must reside in Colorado. Key Responsibilities: Financial Forecasting & Analysis Collect, validate, and consolidate monthly forecasts for 13+ locations to support firm-wide financial planning. Analyze trends and variances; proactively identify and notify CFO of risks and opportunities. Assist in budgeting cycles and ongoing revenue/expense analysis. Serve as the firm's primary point of coordination for forecasting inputs from Operations, HR, Billing, and other departments, ensuring completeness and timeliness. Data, Systems & Automation Extract and interpret data from core systems to generate actionable insights. Support process improvement and automation initiatives, including Power BI implementation. Build and maintain data workflows that enhance visibility and decision-making. Continuously enhance forecasting tools, models, and automation pipelines to reduce manual effort and increase forecasting accuracy. Cross-Functional Collaboration Partner with Operations, HR, Billing, and other departments to ensure accurate data inputs. Participate in cross-departmental training and knowledge-sharing sessions. Compliance & Reporting Support internal controls and compliance-related tasks. Prepare recurring and ad-hoc financial reports for leadership. Strategic Support Complete special projects and analyses as assigned by the CFO. Other duties as assigned. Requirements As Modern Family Law operates as a remote-first firm, all employees are expected to maintain a professional home workspace with a reliable internet connection and to be available during normal business hours. 2-3 years of financial analysis experience in a mid- or large-size organization. A Bachelor's degree is required. Comfortable working with multiple systems and large datasets. Ability to work extended hours during peak financial cycles or special projects. Demonstrated ability to manage recurring financial cycles independently and ensure deadline-driven deliverables without extensive oversight. Technical Skills and Competencies: Technical Skills Advanced proficiency in Microsoft Excel and familiarity with Microsoft Suite (Word, PowerPoint). Experience with Power BI strongly preferred. Ability to build, maintain, and troubleshoot forecasting models, templates, and data workflows. Behavioral Competencies Strong analytical mindset with ownership mentality. Detail-oriented, dependable, and adaptable in a fast-paced environment. Excellent communication skills; able to interact professionally with all levels of personnel, including management and support staff. Ability to manage multiple priorities and work under minimal supervision. Proactive self-starter who understands details within a larger context. Demonstrated reliability and ability to learn new technology quickly. Excellent client service skills; organized and able to handle multiple matters simultaneously. Flexibility to respond quickly and positively to shifting demands and deadlines. Benefits Mandatory Notices for Applicants: ADA Compliance: Candidates must be able to perform the role with or without reasonable accommodation. Requests for accommodation should be made to the Director of People & Culture in advance. Compensation and Benefits: Salary Range: $90,000 - $110,000, adjusted for experience, location, and job-related factors. This range is a reasonably reliable estimate of the base salary that this individual is expected to receive. Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law. Comprehensive benefits package includes health insurance, HSA/FSA options, short-term and long-term disability, dental and vision care, life insurance, 401(k), vacation, sick time, and access to an employee assistanceprogram. Additional voluntary benefits include accident insurance, life insurance, disability insurance, critical illness insurance, long-term care insurance, and pet insurance. Commuter and transit benefits may be available in some locations. Modern Family Law will consider all qualified applicants with arrest or conviction records. Modern Family Law is committed to diversity and inclusion in the workplace and has zero tolerance for harassment of any kind. Individuals seeking employment at MFL are considered without regard to their race, color, religion, sex, sexual orientation, gender identity, transgender experience, national origin, age, marital status, ancestry, disability, military status (including discharge status), genetic information, or any other protected class status as set forth by local, state, and federal law.
    $90k-110k yearly 28d ago
  • Join Our Talent Network - Counter Threat Finance Analyst (Colorado Springs, CO)

    Amentum

    Finance planner job in Colorado Springs, CO

    Amentum is a global leader in advanced engineering and innovative technology solutions, trusted by the United States and its allies to address their most significant and complex challenges in science, security and sustainability. Our people apply undaunted curiosity, relentless ambition and boundless imagination to challenge convention and drive progress. Our commitments are underpinned by the belief that safety, inclusion and well-being are integral to success. Headquartered in Chantilly, Virginia, we have more than 53,000 employees in approximately 80 countries across all 7 continents. We're launching a major new initiative - and we want YOU on the front lines! Our team has secured our recompete of an 8-year contract to support critical Counter-Threat Finance (CTF) operations for U.S. and allied government agencies. This long-term opportunity offers unmatched stability, purpose-driven work, and the chance to directly impact global security. As a part of this program, you'll help identify and disrupt illicit financial networks that fund terrorism, counter narcotics operations, organized crime and state-based threats. Whether you're tracking money flows across borders, conducting deep-dive analysis on high-value targets, or briefing senior leaders, your work directly supports operational success and national defense priorities. This isn't just a contract - it's a commitment to global impact. By joining our talent pipeline, you'll be among the first to hear about new opportunities to put your skills to work on one of the most critical missions of our time. **What You'll Do** + Conduct in-depth Counter Threat Finance (CTF) and Threat Finance Intelligence (TFI) analysis to disrupt and dismantle illicit financial activities. + Support law enforcement and Department of Defense missions targeting financial networks tied to criminal and national security threats. + Create high-quality intelligence products including Action Plans, Target Packages, Analytical Reports, and Executive Briefings. + Collaborate across agencies to strengthen information-sharing and provide actionable operational recommendations. + Contribute to policy development and program initiatives that shape future strategies. + Monitor, assess, and present insights on emerging threats and TFI data to leadership and stakeholders. **What You Bring** + High School diploma with 10+ years of relevant experience OR Bachelor's/Master's with 5+ years of experience. + Active TS/SCI clearance (U.S. citizenship required). + Background in Counter Threat Finance, Counter Narcotics, Counterterrorism-and familiarity with intelligence disciplines such as HUMINT, SIGINT, or law enforcement/regulatory investigations. + Experience with Bank Secrecy Act reporting mechanisms (e.g., Suspicious Activity Reports). + Proficiency using intelligence tools such as Palantir, Google Earth, Analyst Notebook, TAC, DataXplorer, or Voltron Suite. + Strong understanding of interagency processes, intelligence oversight, and analytical methodologies. + Solid skills in Microsoft Office and data exploitation tools. **Preferred Qualifications** + CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner) certification. This role is an opportunity to be on the front line of financial intelligence-where your analysis drives real-world impact. If you are passionate about uncovering hidden networks and strengthening national security, we'd love to have you on our team. **HIRING SALARY RANGE:** $124K - $131K (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant internal equity, and alignment with market data.) Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters (********************************* SkbztPuAwwxfs) .
    $124k-131k yearly 60d+ ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Colorado Springs, CO (Austin Bluffs)

    Jpmorgan Chase 4.8company rating

    Finance planner job in Colorado Springs, CO

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Colorado Springs, CO $55,500.00 - $55,500.00
    $55.5k-55.5k yearly 60d+ ago

Learn more about finance planner jobs

How much does a finance planner earn in Pueblo, CO?

The average finance planner in Pueblo, CO earns between $32,000 and $109,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in Pueblo, CO

$59,000
Job type you want
Full Time
Part Time
Internship
Temporary