Financial Planning Operations Associate

WizeHire, Inc; Lakewood (CO); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health stipend

Profit sharing

Long-term disability insurance

Wellness stipend

401(k) match

Unlimited PTO

Job summary

WizeHire, Inc. in Colorado seeks an Associate to provide full support to one or more Lead Advisors, coordinating the execution of recommendations and handling data collection for financial planning, investment analysis, and operations.

This role emphasizes note-taking, drafting client communications, and exposure to an integrated financial planning practice. The first year is in-person, with potential Work From Home Fridays after milestones.

Qualifications

• Assist with financial planning data gathering and analysis.
• Support investment analysis and trade execution processes.
• Take concise notes and draft client communications.

Responsibilities

• Provide full support to Lead Advisors and execute recommendations.
• Handle data collection for financial planning, investment analysis & operations.
• Assist with trade execution, investment account opening & maintenance, risk management implementation.
• Take notes and draft client communications for clients.

Skills

Financial planning support

Investment analysis

Note-taking

Client communications

Data collection

Education

Licensing track: Life & Health, SIE, Series 7, Series 63

Job description

WizeHire, Inc. in Colorado seeks an Associate to provide full support to one or more Lead Advisors, coordinating the execution of recommendations and handling data collection for financial planning, investment analysis, and operations.

This role emphasizes note-taking, drafting client communications, and exposure to an integrated financial planning practice. The first year is in-person, with potential Work From Home Fridays after milestones.