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Financial planner Jobs in Aurora, CO

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Financial planner • aurora co

Last updated: 21 hours ago
Financial Planner with Healthcare Background

Financial Planner with Healthcare Background

Greater Heartland Financial Group - Prudential AdvisorsDenver, CO, US
Full-time
Transition Your Healthcare Experience into Financial Services with Greater Heartland Financial Group Prudential Advisors & LPL Financial. Founded in 1875, Prudential Financial is a Fortune 100 c...Show moreLast updated: 30+ days ago
Production Planner

Production Planner

RK IndustriesDenver, CO, US
Full-time
A Production Planner at RK Mechanical plays a critical role in driving project efficiency, cost control, and on-time delivery by strategically aligning labor, materials, fabrication schedules, and ...Show moreLast updated: 2 days ago
  • Promoted
Demand Planner

Demand Planner

Advanced Energy Industries IncDenver, CO, US
Full-time
Advanced Energy (Nasdaq : AEIS) is a global leader in the design and manufacturing of highly engineered, precision power conversion, measurement and control solutions for mission-critical applicatio...Show moreLast updated: 25 days ago
Demand Planner

Demand Planner

LagoAurora, CO, US
Full-time
Schedule : 9AM-5PM Eastern Time Zone.Salary : Open to negotiation based on experience.This position is responsible for the development of annual, seasonal, monthly, and product procurement plans util...Show moreLast updated: 2 days ago
  • New!
Production Planner

Production Planner

Denver StaffingDenver, CO, US
Full-time
A Production Planner at RK Mechanical plays a critical role in driving project efficiency, cost control, and on-time delivery by strategically aligning labor, materials, fabrication schedules, and ...Show moreLast updated: 21 hours ago
Senior Financial Planner

Senior Financial Planner

ChoreoDenver, CO, US
Full-time
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to f...Show moreLast updated: 30+ days ago
Buyer / Planner

Buyer / Planner

GatesDenver, CO, US
Full-time
Are you inspired by challenging the status quo? Do you thrive in collaborative environments that drive results? If so, Gates could be for you. Gates is a leading manufacturer of application-specific...Show moreLast updated: 30+ days ago
Senior Financial Planner – Client-First, Fee-Based

Senior Financial Planner – Client-First, Fee-Based

Edelman Financial Engines, LLCDenver, CO, United States
Full-time
A leading financial advisory firm in Denver is seeking a Senior Financial Advisor to provide fee-based financial advice and asset management. The role involves evaluating client needs and presenting...Show moreLast updated: 30+ days ago
Emerging Financial Planner - CO, Denver (5068)

Emerging Financial Planner - CO, Denver (5068)

EquitableDenver, CO, UNITED STATES
Full-time
Emerging Financial Planner - CO, Denver (5068)(250000KO).Our network of over 4,300 financial professionals across the is committed to fostering relationships that help people achieve meaningful fin...Show moreLast updated: 30+ days ago
  • Promoted
Wealth Planner

Wealth Planner

CorientDenver, CO, United States
Full-time
At Corient, we help high? and ultra?high?net?worth individuals and families enjoy a full life while preserving their wealth for future generations. We simplify lives and establish legacies that last...Show moreLast updated: 2 days ago
Maintenance Planner

Maintenance Planner

ThiessDenver, CO, US
Full-time
Thiess, originating in Australia in 1933, is now a $4 billion global organization focusing on sustainable resource solutions, including mining services, land reclamation, and engineering consulting...Show moreLast updated: 30+ days ago
Buyer / Planner

Buyer / Planner

Stolle Machinery Company LLCEnglewood, CO, US
Full-time
Responsible for scheduling and releasing shop orders, maintaining balanced work center loads.Overseeing / buying supply of raw materials, managing and scheduling Shop Order's outside OPs.Ensures work...Show moreLast updated: 8 days ago
Production Planner

Production Planner

Zimmer Biomet HoldingsEnglewood, CO, US
Full-time
At Zimmer Biomet, we believe in pushing the boundaries of innovation and driving our mission forward.As a global medical technology leader for nearly 100 years, a patient's mobility is enhanced by ...Show moreLast updated: 2 days ago
Wedding Planner

Wedding Planner

Leigh and Co.Denver, CO, US
Full-time
Events is a fast-growing wedding planning company based throughout the entire United States - we are looking for planners in. We provide wedding design, wedding coordination and planning services fo...Show moreLast updated: 19 days ago
Financial Planner

Financial Planner

Mariner Finance80011, CO, US
Full-time
Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from ta...Show moreLast updated: 30+ days ago
Strategic Planner

Strategic Planner

VirtualVocationsAurora, Colorado, United States
Full-time
A company is looking for a Strategic Planner.Key Responsibilities Design and execute comprehensive benchmarks, competitive analysis, and market studies Identify deep consumer insights and cultur...Show moreLast updated: 3 days ago
Congress Planner

Congress Planner

American Express Global Business TravelDenver, CO, United States
Full-time
Amex GBT is a place where colleagues find inspiration in travel as a force for good and - through their work - can make an impact on our industry. We're here to help our colleagues achieve success a...Show moreLast updated: 14 days ago
Production Planner

Production Planner

PelsueAurora, CO, United States
Full-time
As a Planner, you are the central point of coordination for a specific product line, ensuring seamless planning, material flow, and documentation. You are resourceful, adaptable, and capable of jugg...Show moreLast updated: 4 days ago
Media Planner

Media Planner

Miles PartnershipDenver, CO, US
Full-time
The Media Planner is responsible for managing multi-channel media campaigns (including digital, print, broadcast, and outdoor) by providing strategic direction, ongoing planning, monitoring, and op...Show moreLast updated: 2 days ago
People also ask
Financial Planner with Healthcare Background

Financial Planner with Healthcare Background

Greater Heartland Financial Group - Prudential AdvisorsDenver, CO, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Transition Your Healthcare Experience into Financial Services with Greater Heartland Financial Group Prudential Advisors & LPL Financial

About Prudential : Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry.

About LPL Financial : LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients.

Leverage Your Healthcare Background for a Rewarding Career :

  • Connect Directly with Clients : Many healthcare professionals are attracted to financial services because it allows them to build personal, one-on-one relationships with clients and provide tailored guidance, rather than relying on third parties.
  • Make a Lasting Difference : Leverage your healthcare background to support clients through lifes pivotal moments. From planning for medical costs and retirement to preparing for education and family needs, your perspective can empower clients to make confident decisions for a secure future.
  • Grow Without Limits : Healthcare professionals know that every stage of life comes with unique challenges. That same understanding applies in financial planning, where your drive, discipline, and expertise will shape your success and open the door to unlimited opportunities.
  • Meet our team :

    Eric Baumert, Regional Director : Eric Baumert is Regional Director for Greater Heartland Financial Group, where he supports advisors in scaling their businesses and achieving long-term success. With a background in retirement and employee benefits, he focuses on practice growth, marketing, and advisor development. A graduate of the University of NebraskaLincoln, Eric lives in Wahoo with his wife, Kelsey, and their three children. He enjoys golf, family time, and cheering for the Huskers.

    Michael Alexander, Managing Director : Michael Alexander is Managing Director for Greater Heartland Financial Group, leading teams across Missouri, Kansas, Arkansas, and Nebraska. Since joining Prudential in 2001, he has earned multiple conference qualifications and guided his firm to three Citation Awards and the 2023 Presidents Trophy. With nearly 25 years in the industry, hes known for his leadership and involvement with NAIFA, FINSECA, and MDRTs Center for Field Leadership. Michael lives in St. Charles, Missouri, with his wife, Kira, and their twins. He enjoys hunting, fishing, golfing, and cheering on the Kansas City Chiefs.

    Elizabeth Walker-Sadler, Director of Business Development : Elizabeth Walker-Sadler is a strategic leader with over 20 years of experience helping advisors grow meaningful, purpose-driven practices. Before joining Greater Heartland Financial Group, she served as Vice President at Ameritas Investment Company, leading national advisor acquisition and regional expansion. Her career also includes leadership roles at Transamerica and T. Rowe Price. Known for her relationship-first approach, Elizabeth specializes in advisor transitions, succession strategy, and business development.

    Mark Koski, Regional Director : Mark Koski is Regional Director for Greater Heartland Financial Group, where he leads the Investment and Financial Planning pillar. Joining Prudential in 2013, he built a successful advisory career, earning MDRT status and multiple conference qualifications before stepping into leadership. Under his direction, the firms financial planning revenue has increased tenfold and earned the 2023 Presidents Trophy. Mark lives in Lake St. Louis, Missouri, with his wife, Kayleigh, and enjoys sports and outdoor activities.

    Adam Maddox, Associate Managing Director : Adam Maddox is Associate Managing Director for Greater Heartland Financial Group, where he coaches advisors on growth, branding, client engagement, and succession planning. A graduate of the University of Central Missouri and former baseball player, Adam brings teamwork and leadership to every advisor partnership. He lives in Prairie Village, Kansas, with his wife, their two children, and their dog. Outside of work, he enjoys golfing and Kansas City sports.

    Licensing and Education Requirements :

    We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services :

  • Series 7
  • Series 66
  • Passing the SIE (Securities Industry Essentials) exam.
  • Life / Health Insurance License
  • 4-year college degree (preferred)
  • Position Benefits and Compensation :

  • Competitive compensation with potential for performance-based bonuses.
  • 401(k) with matching contributions.
  • Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals.
  • Medical, dental, and vision benefits, along with healthcare reimbursement accounts.
  • Life insurance, accident insurance, and disability income coverage.
  • Mutual fund investment plans and business development programs.
  • With the Support of Prudential and LPL Financial :

    As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth.

    Join Us in Making an Impact!

    We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Prudential, LPL Financial, and our dedicated local team today!

    Disclosure Statement : During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity.

    Flexible work from home options available.