Financial Planning Assistant Client Impact
Job in
Colorado Springs, El Paso County, Colorado, 80509, USA
Listed on 2026-08-24
Listing for:
Summit Wealth Group
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Summit Wealth Group in Colorado Springs or Lakewood (Denver Metro) is seeking a Financial Planning Assistant to support our client-centric planning team with research, strategy creation, and plan administration.
The role requires 1 year of financial planning experience and 1 year with planning software, with a preferred Bachelor's in finance-related field. CFP candidacy encouraged. Full-time, 40 hrs/week, pay $28.85–$33.66/hr DOE.
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