Paraplanner

The Well; Colorado Springs (CO); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Compensation: $28.85–$33.66/hour (DOE)

Bonus opportunities

401(k) with company match

Health, dental, and vision insurance,+

HSA

Life insurance and short- and longterm

Disability insurance

Paid time off, sick time, andVolunteer

Tuition reimbursement and designation

Job summary

The Well in Colorado Springs is seeking a Financial Planning Assistant to support advisors in building customized financial plans and strategies. You will work closely with clients, analyze data, and use planning software to drive meaningful outcomes.

The role requires 1+ year in financial planning and software experience, plus a path toward CFP certification. Competitive compensation plus full benefits and tuition/certification support are offered.

Qualifications

• 1+ year of financial planning experience.
• 1+ year working in financial planning software.
• CFP® or willingness to obtain within 6 months of hire.
• Series 6, 65, or 66 (a plus, not required).
• Bachelor's degree in finance, economics, business, or a related field (preferred).
• Strong organization, time management, and attention to detail.
• Excellent communication skills and the ability to work independently or as part of a team.

Responsibilities

• Support advisors in building customized financial plans, strategies, and recommendations
• Dig into financial research and analysis that directly shapes client outcomes
• Be a key point of communication between clients and advisors
• Work hands-on with financial planning software and tools every day

Skills

Financial planning experience

Financial planning software experience

Communication skills

Organization/time management

Education

Bachelor's degree in finance/economics/business or related field

CFP certification or willingness to obtain within 6 months

Series 6/65/66 (a plus)

Tools

Financial planning software

Series 6/65/66 (a plus)

Job description

Compensation: $28.85–$33.66/hour (approx. $60,000–$70,000 annualized, DOE) + bonus opportunities + full benefits

We're hiring a Financial Planning Assistant on behalf of our client—a growing wealth management firm.

This firm is built on a client-first approach to comprehensive financial planning, and they're looking for someone who loves the analytical side of planning as much as the people side. If you enjoy turning data into clear, customized strategies and helping advisors deliver real results, we want to talk.

Why this role?

• Support advisors in building customized financial plans, strategies, and recommendations
• Dig into financial research and analysis that directly shapes client outcomes
• Be a key point of communication between clients and advisors
• Work hands-on with financial planning software and tools every day
• Join a collaborative team that values confidentiality, ethics, and adaptability
• Grow your career with tuition reimbursement and designation support, including a path to your CFP®

What you bring?

• 1+ year of financial planning experience (required)
• 1+ year working in financial planning software (required)
• CFP® or willingness to obtain within 6 months of hire
• Series 6, 65, or 66 (a plus, not required)
• Bachelor's degree in finance, economics, business, or a related field (preferred)
• Strong organization, time management, and attention to detail
• Excellent communication skills and the ability to work independently or as part of a team

What we offer?

• $28.85–$33.66/hour (approx. $60,000–$70,000 annualized, DOE)
• Bonus opportunities
• 401(k) with company match
• Health, dental, and vision insurance, plus HSA
• Life insurance and short- and long-term disability
• Paid time off, sick time, and volunteer time off
• Tuition reimbursement and certification/designation assistance