Financial Planning Assistant (Experienced) Summit Wealth Group - 5.0 Lakewood, CO Job Details Full-time $28.85 - $33.66 an hour 13 hours ago Benefits Health savings account Disability insurance Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Vision insurance 401(k) matching Volunteer time off Life insurance Qualifications Financial planning software Customer communication Financial plan development Research Full Job Description About the Firm Summit Wealth Group is a nationally recognized leader in personalized financial planning and investment management, honored by Forbes as a "Best-in-State" firm. Behind our client's experience is a culture built on respect, alignment, and strategic growth—where employees are empowered to make meaningful contributions to the firm's long-term success. At Summit Wealth Group, we are dedicated to providing comprehensive financial planning services to help our clients secure their financial futures. Our mission is to deliver exceptional results through a client-centric approach. We are currently seeking an experienced Financial Planning Assistant to join our team and support our commitment to financial well-being.

KEY ASPECTS

of the Financial Planning Assistant Financial Research and Analysis Create Customized Financial Strategies & Recommendations Financial Plan Support Client & Advisor Communication Data Input Administrative Support Financial Software and Tools Utilization Communication & Team Collaboration Documentation & Compliance

EDUCATION & EXPERIENCE REQUIREMENTS

Bachelor's degree in finance, economics, business, or a related field is preferred.

Relevant licenses:

CFP or willingness to obtain within 6 months of employment. Certifications such as FINRA Series 6, 65, and 66 are advantageous but not required.

Experience:

Financial planning software: 1 year (Required) Financial planning: 1 year (Required) Strong organizational and time-management skills. Excellent communication and interpersonal skills. Ability to work both independently and as part of a team.

COMPETENCIES

General Understanding of Financial Planning Concepts Research and Synthesis Organizational Excellence Analytical Skills Communication Proficiency Technology Proficiency Confidentiality Team Collaboration Ethical Standards Adaptability

BENEFITS 401

(k) 401(k) Matching Dental Insurance Vision Insurance Health Insurance -

ICHRA Health Savings Account Life Insurance STD/LTD Disability Paid Time Off Sick Time Volunteer Time Off Tuition Reimbursement Certification & Designation Assistance Location:

Colorado Springs or Lakewood (Denver Metro)

Schedule:

Monday - Thursday 8-5, Friday 8-3

Job Type:

Full-time Expected hours: 40 per week

Pay:

$28.85 - $33.66 per hour - annualized (DOE) Supplemental pay types: Bonus opportunities