Financial Planning Assistant (Experienced)

Summit Wealth Group

Lakewood (CO)

On-site

USD 40,000 - 47,000

Full time

5 days ago

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Benefits offered by this job

401(k)

401(k) Matching

Vision Insurance

Health Insurance - ICHRA

Health Savings Account

Life Insurance

STD/LTD Disability

Paid Time Off

Sick Time

Tuition Reimbursement

Certification & Designation Assistance

Job summary

Summit Wealth Group in Colorado Springs or Lakewood seeks an experienced Financial Planning Assistant to support comprehensive financial planning and client service. You will conduct financial research, create customized strategies and recommendations, input data, and provide administrative support, utilizing financial software and ensuring documentation and compliance.

The role requires a bachelor's degree in finance or related field, CFP or intent to obtain within six months, and relevant

Qualifications

Bachelor’s degree in finance, economics, business, or related field.
CFP or willingness to obtain within 6 months of employment.
Certifications such as FINRA Series 6, 65, and 66 are advantageous but not required.
Experience with financial planning software: 1 year.
Experience in financial planning: 1 year.
Strong organizational and time-management skills.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.

Responsibilities

Financial Research and Analysis
Create Customized Financial Strategies & Recommendations
Data Input
Administrative Support
Financial Software and Tools Utilization
Documentation & Compliance

Skills

Organizational skills

Time management

Communication skills

Teamwork

Analytical skills

Tech proficiency

Education

Bachelor’s degree in finance, economics, business, or related field

CFP or willingness to obtain within 6 months of employment

FINRA Series 6, 65, 66 advantageous but not required

Tools

Financial planning software

Job description

Position: Financial Planning Assistant (Experienced)

Location: Colorado Springs or Lakewood

Job Id: 140

# of Openings: 1

About the Firm

Summit Wealth Group is a nationally recognized leader in personalized financial planning and investment management, honored by Forbes as a “Best-in-State” firm. Behind our client’s experience is a culture built on respect, alignment, and strategic growth—where employees are empowered to make meaningful contributions to the firm’s long-term success.

At Summit Wealth Group, we are dedicated to providing comprehensive financial planning services to help our clients secure their financial futures. Our mission is to deliver exceptional results through a client-centric approach. We are currently seeking an experienced Financial Planning Assistant to join our team and support our commitment to financial well-being.

KEY ASPECTS of the Financial Planning Assistant

Financial Research and Analysis
Create Customized Financial Strategies & Recommendations
Data Input
Administrative Support
Financial Software and Tools Utilization
Documentation & Compliance

EDUCATION & EXPERIENCE REQUIREMENTS

Bachelor’s degree in finance, economics, business, or a related field is preferred.
Relevant licenses: CFP or willingness to obtain within 6 months of employment. Certifications such as FINRA Series 6, 65, and 66 are advantageous but not required.

Experience: