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Earthjustice

San Francisco, California

Morris Financial Concepts, Inc. Logo
Morris Financial Concepts, Inc.

Mt. Pleasant, South Carolina

The Sustainability Consortium

Fayetteville, Arkansas

Facet Wealth Logo
Facet Wealth

Nationwide

Woodmont Investment Counsel

Nashville, Tennessee

Facet Wealth Logo
Facet Wealth

Nationwide

REM Advisors Logo
REM Advisors

San Francisco, California

REM Advisors Logo
REM Advisors

San Francisco, California

REM Advisors Logo
REM Advisors

San Francisco, California

Bay Point Wealth

Annapolis, Maryland

First Midwest Bank

Milwaukee, Wisconsin

Abacus Planning Group

Columbia, South Carolina

Confidential

Massachusetts, Massachusetts

Confidential

Massachusetts, Massachusetts

Confidential

Massachusetts, Massachusetts

Stowe Financial Planning, LLC Logo
Stowe Financial Planning, LLC

Plano, Texas

Adams Chetwood Wealth Management Logo
Adams Chetwood Wealth Management

Durham, North Carolina

Keating & Associates, Inc. and Purposeful Wealth Advisors Logo
Keating & Associates, Inc. and Purposeful Wealth Advisors

Chicago, Illinois

AlphaCore Wealth Advisory

La Jolla, California

NEW! NEW!
WSDD CPAs, Ltd.

Chicago, Illinois

NEW! NEW!
Wilken & Company, P.C., CPAs

PORTLAND, Oregon

NEW! NEW!
Confidential

Lincolnshire, Illinois

Spertus Institute

Chicago, Illinois

The Freshwater Trust

Portland, Oregon

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Senior Financial Planner
Colorado Financial Management’s Financial Planning Department is devoted to building and maintaining client relationships and trust through the development and presentation of financial plans and recommendations specific to individual goals.  The Planning Team is a highly collaborative department, as they work directly with Advisors and clients on a daily basis.  Generally, a Financial Planner will be expected to thoroughly complete and clearly communicate a variety of plans spanning from simple to complex.  This senior level role acts as a Financial Planning Expert and is tasked with producing our clients' most complex financial plans.  Ability to properly prioritize, attention to detail, and a keen sense of urgency are key for this role.   Core Responsibilities


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