Financial Planning Assistant — Growth in Wealth Management
Job in
Lakewood, Jefferson County, Colorado, 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 seeks an experienced Financial Planning Assistant to support comprehensive financial planning and client service. You will conduct financial research, create customized strategies and recommendations, input data, and provide administrative support, utilizing financial software and ensuring documentation and compliance.
The role requires a bachelor's degree in finance or related field, CFP or intent to obtain within six months, and relevant
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