Top Tech Jobs & Startup Jobs in Denver & Boulder, CO

Leads advanced financial and estate planning engagements for high-net-worth clients and advisors. Develops comprehensive plans using eMoney, advises on retirement, investment, insurance, taxation, trusts, wills, and wealth transfer, and manages regional client engagements. Partners with advisors, coaches junior team members, communicates complex concepts clearly, and travels occasionally to investor centers and regional sites.

Designs and develops complex full-stack software systems using Java, JavaScript, Angular, Spring Boot, AWS, and related technologies. Provides technical leadership, mentorship, code reviews, and innovation while collaborating with business partners, architects, analysts, engineers, and technical leads. Translates business logic into technical requirements, works in an Agile Scrum environment, and creates developer-facing technologies and documentation.

Develop customized financial plans, educate clients on investment solutions, conduct one-on-one appointments, recommend solutions aligned with client needs, and grow relationships with existing clients and warm leads. The role involves using Fidelity planning tools, conducting proactive outreach, referring clients to wealth management partners, and helping clients make informed investment decisions.

Develop and maintain scalable customer-facing full-stack applications using Java, Spring Boot, Angular, REST APIs, and cloud technologies. Design software, automate testing, deploy applications, and support CI/CD pipelines. Collaborate with architecture, UX, and product teams in an Agile environment. Mentor junior engineers, conduct code reviews, improve development practices, and translate business requirements into technical solutions.

Advise high-net-worth clients through comprehensive wealth planning, investment management, retirement, tax, protection, wealth transfer, and multigenerational strategies. Build trusted long-term relationships, deliver personalized financial roadmaps, increase client engagement and referrals, and collaborate with peers. The role requires financial services experience, planning expertise, investment knowledge, strong relationship-building skills, and FINRA licensing.

Manages a large portfolio of managed-account clients, providing investment guidance, annual strategic reviews, risk mitigation, retention support, and consultative sales. Conducts pre- and post-sales conversations about performance, fees, portfolio construction, rebalancing, and allocation strategies. Partners with Financial Consultants and Wealth Planners, oversees client funding and investing processes, ensures compliance, and identifies additional sales opportunities.

Leads comprehensive financial and estate planning engagements for high-net-worth clients and advisors. Develops retirement, investment, insurance, tax, trust, estate, and wealth-transfer plans using eMoney and related tools. Manages a regional territory, collaborates with advisors and planning teams, supports client engagement, and coaches junior team members. The role requires strong communication, emotional intelligence, independent decision-making, and expertise in complex financial and estate planning matters.

Build trusted relationships with workplace and personal investment clients through inbound and outbound conversations. Provide retirement and investment guidance, explain Fidelity products and planning tools, and connect customers with appropriate solutions. Complete structured training and licensing support while developing financial planning, consultative, relationship-building, and service-to-sales skills.

Support active and sophisticated traders through inbound interactions involving market activity, securities transactions, and trading questions. Provide education, explain complex investment concepts, guide clients toward suitable trading tools and resources, and build trusted relationships. The role requires knowledge of financial markets, investment products, trading activities, regulations, and strong client-service judgment.

Provides personalized financial planning consultations, conducts joint client appointments, identifies asset consolidation and referral opportunities, and develops client engagement strategies. Builds long-term client relationships through education, planning tools, outbound outreach, and collaboration with Financial Consultants or Wealth Planners. Maintains organized contact strategies, supports plan implementation, uncovers complex planning needs, and mentors fellow associates while adhering to client service and regulatory standards.