What are the responsibilities and job description for the Financial Planning Assistant (Experienced) position at Summit Wealth Group?
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.
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
Salary : $29 - $34