Senior Financial Planning Consultant (Denver, CO)

Location: Denver, Colorado, United States. Workstyle: Resident. Travel is less than 25%.

Salary: $57,783.96–$90,000.00 per year.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and a conservative long-term approach.

What you will do

• Review client portfolios, goals, financial data, and overall financial situations.
• Design tailored financial analyses and comprehensive plans covering retirement, estate, tax, risk management, education funding, and small business needs.
• Research planning alternatives and prepare customized recommendations, observations, and client presentations.
• Act as a relationship manager for a subset of existing clients and respond to client questions by phone, email, and occasional personal visits.
• Obtain and verify purchase and sale instructions, enter orders, and follow up on transaction completion.
• Maintain detailed documentation and ensure compliance with firm and regulatory policies.

Requirements

• Bachelor’s degree in a related field, such as business administration or finance.
• Three to six years of general experience, including approximately four years in financial services with an emphasis on financial, retirement, and estate planning or marketing these services.
• SIE, Series 7, and Series 63, 65, and/or 66 licenses as required by the state.
• Certified Financial Planner certification.
• Ability to conduct financial analysis, review detailed documents, research client-specific issues, and communicate recommendations clearly.

Culture & Benefits

• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• People-first culture that values diverse backgrounds and authentic perspectives.
• Professional growth and continuous education are encouraged.