Financial Planner

The Stellarix Group, a proud MassMutual agency with over a century of history, is a premier financial services firm dedicated to crafting customized financial strategies for individuals, families, and businesses. Rooted in core values of integrity, diligence, empathy, and innovation, the firm is committed to building legacies and fostering trust. The Stellarix Group empowers its advisors to build exceptional careers while providing clients with world-class financial solutions paired with a personal touch. With a culture of excellence and a dedication to innovation, the firm sets new standards in financial services from its headquarters in Denver, Colorado.

This is a full-time on-site role for a Financial Planner located in Denver, CO. The Financial Planner will be responsible for developing personalized financial plans to meet clients’ goals, including retirement, wealth accumulation, estate planning, and protection strategies. Key responsibilities include working closely with clients to assess their financial needs, conducting financial reviews, staying updated on relevant financial regulations, and providing expert guidance on investment opportunities and risk management. The role demands collaboration with other advisors and contributing to a client-focused culture of trust and excellence.

• Experience in Financial Planning, Personal Financial Planning, and Retirement Planning
• Credentials such as Certified Financial Planner (CFP) or previous relevant certifications preferred
• Strong understanding of finance and investment-related concepts
• Exceptional ability to build and sustain client relationships through personalized engagement
• Effective communication and consultation skills to explain complex financial topics in simple terms
• Capability to work on-site in Denver, CO
• Bachelor’s degree in Finance, Economics, Business Administration, or related fields, or comparable experience
• Prior experience in sales or client advisory roles is a plus