Paraplanner: Financial Planning Research & Strategy
Listed on 2026-10-06
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Services, Financial Reporting
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 currently recruiting a Paraplanner:
Financial Planning Research & Strategy for our team in Lakewood, CO, United States.
We invite applications for the Paraplanner:
Financial Planning Research & Strategy position located in Lakewood, CO, United States.
The following opportunity is for a Paraplanner:
Financial Planning Research & Strategy with Summit Wealth Group.
Our group is growing, and we are hiring a Paraplanner:
Financial Planning Research & Strategy in Lakewood, CO, United States.
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