Director, Wealth & Financial Planning

Director, Wealth Advisor & Financial Planner at Gainline Financial Partners in Louisville, CO, responsible for leading client relationships, financial planning execution, and firm-wide service delivery.

Requirements

• CFP designation (required or in progress)
• 5+ years of experience in wealth management (Minimum 3+ years of financial planning experience)
• Experience owning end-to-end client relationships and delivering financial plans independently
• Strong communication skills and comfort presenting to clients
• Organized, reliable, and comfortable owning responsibility across multiple workstreams
• Team-oriented mindset — willing to support wherever needed
• Experience with eMoney, Fidelity Wealthscape, or Holistiplan is a plus

Benefits

• 401(k) plan with Safe Harbor match
• Full employer-paid medical, dental, short-term disability, long-term disability, and life insurance for employee
• Ongoing professional development and continuing education support
• Paid vacation and flexible personal day policy, including remote work as needed