Financial Planning Assistant — Paraplanner to CFP Track
Listed on 2026-10-17
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
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.
We are seeking a motivated Financial Planning Assistant — Paraplanner to CFP Track to join The Well in Colorado Springs, CO, United States.
This is an excellent role to take on the Financial Planning Assistant — Paraplanner to CFP Track role at The Well.
As a Financial Planning Assistant — Paraplanner to CFP Track, you will play an important part at The Well in Colorado Springs, CO, United States.
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