Para-Planner

Summit Wealth Group; Colorado Springs, Lakewood (CO, CO); Vor Ort; USD 70.000 - 85.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

Summit Wealth Group in Colorado Springs seeks an experienced Para-Planner to join our team and support financial planning and investment management.

You will perform financial research, create customized strategies, input data, and provide admin support using our financial software, with CFP licensure or willingness to obtain within 6 months.

This full-time role offers a comprehensive benefits package and a collaborative, client-focused environment.

Qualifikationen

• Bachelor's degree in finance, economics, business, or a related field is preferred.
• CFP or willingness to obtain within 6 months of employment.
• Certifications such as FINRA Series 6, 65, and 66 are advantageous but not required.
• 2–6 years of experience with financial planning software
• 2–6 years of experience in financial planning

Aufgaben

• Financial research and analysis.
• Create customized financial strategies and recommendations.
• Data input.
• Administrative support.
• Financial software and tools utilization.
• Documentation and compliance.

Kenntnisse

Financial research

Data input

Communication skills

Time management

Teamwork

Analytical skills

Technology proficiency

Ausbildung

Bachelor's degree in finance or related field

Tools

Financial planning software

Jobbeschreibung

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 Para-Planner to join our team and support our commitment to financial well-being.

KEY ASPECTS of the Para-Planner

• 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:

• Financial planning software: 2-6 year (Required)
• Financial planning: 2-6 year (Required)
• Strong organizational and time-management skills.
• Excellent communication and interpersonal skills.
• Ability to work both independently and as part of a team.

COMPETENCIES

• General Understanding of Financial Planning Concepts
• Research and Synthesis
• Organizational Excellence
• Analytical Skills
• Technology Proficiency
• Confidentiality
• Ethical Standards

BENEFITS

• 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

Schedule: Monday - Thursday 8-5, Friday 8-3

Job Type: Full-time

Expected hours: 40 per week

Pay: $33.66 - $40.87 per hour - annualized (DOE)