Paraplanner: Financial Planning Research & Strategy

Summit Wealth Group; Colorado Springs, Lakewood (CO, CO); Sur place; USD 70 000 - 85 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Qualifications

• 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

Responsabilités

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

Connaissances

Financial research

Data input

Communication skills

Time management

Teamwork

Analytical skills

Technology proficiency

Formation

Bachelor's degree in finance or related field

Outils

Financial planning software

Description du poste

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.