Paraplanner: Financial Planning Research & Strategy
Listed on 2026-10-06
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
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.
We are looking to fill the Paraplanner:
Financial Planning Research & Strategy position at Summit Wealth Group in Colorado Springs, CO, United States.
For the Paraplanner:
Financial Planning Research & Strategy position at Summit Wealth Group, we are reviewing applications now.
Step into the Paraplanner:
Financial Planning Research & Strategy role at Summit Wealth Group in Colorado Springs, CO, United States and grow with us.
Please review the full job details above before applying.
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