What are the responsibilities and job description for the Paraplanner position at The Well?
Financial Planning Assistant
Location: Colorado Springs, CO or Denver, CO (In-Office, Monday–Friday)
Compensation: $28.85–$33.66/hour (approx. $60,000–$70,000 annualized, DOE) bonus opportunities full benefits
We're hiring a Financial Planning Assistant on behalf of our client—a growing wealth management firm.
This firm is built on a client-first approach to comprehensive financial planning, and they're looking for someone who loves the analytical side of planning as much as the people side. If you enjoy turning data into clear, customized strategies and helping advisors deliver real results, we want to talk.
Why this role?
- Support advisors in building customized financial plans, strategies, and recommendations
- Dig into financial research and analysis that directly shapes client outcomes
- Be a key point of communication between clients and advisors
- Work hands-on with financial planning software and tools every day
- Join a collaborative team that values confidentiality, ethics, and adaptability
- Grow your career with tuition reimbursement and designation support, including a path to your CFP®
What you bring:
- 1 year of financial planning experience (required)
- 1 year working in financial planning software (required)
- CFP® or willingness to obtain within 6 months of hire
- Series 6, 65, or 66 (a plus, not required)
- Bachelor's degree in finance, economics, business, or a related field (preferred)
- Strong organization, time management, and attention to detail
- Excellent communication skills and the ability to work independently or as part of a team
What we offer:
- $28.85–$33.66/hour (approx. $60,000–$70,000 annualized, DOE)
- Bonus opportunities
- 401(k) with company match
- Health, dental, and vision insurance, plus HSA
- Life insurance and short- and long-term disability
- Paid time off, sick time, and volunteer time off
- Tuition reimbursement and certification/designation assistance
- Full-time, Monday–Friday schedule (40 hours/week)
Sound like you? Let's talk.
Salary : $55,000 - $70,000