Wealth Planning Analyst

Summary

MY Wealth Planners® is hiring a Wealth Planning Analyst. This is an entry-level in‑person position in a personal financial planning firm in Longmont, CO, with a start date of June 15th , 2026.

A Wealth Planning Analyst is a financial planner in training, primarily supporting the firm’s financial planners in financial plan development and client service tasks. This includes client document review, financial plan data entry and scenario modeling, and investment account administrative tasks. Wealth Planning Analysts will attend meetings with planners to take notes and engage in follow‑up tasks such as updating client relationship management software and providing recap emails to clients.

The position is expected to staff hours from 8:30 am through 5:00 pm, Monday through Friday, with moderate work volume. A candidate for this position is intended to be promoted to a Series 65 securities licensed associate financial planner after one year.*

• Salary: $58,010.10 – $64,079.23 based on relevant experience
  • Payscales are adjusted for inflation annually in December.
  • * Associate financial planner pay range $78,008.40 – $86,169.80.
  • ** Candidates with the CFP® Certification or comparable alternative receive a 20% premium enhancement to their base salary, above the stated range
• After 90 Days
  • Quarterly Gainshare Bonus Eligibility based on company profitability
  • 401(k) with a 6% Match
  • Health Insurance (Gold‑Tier Plan) 100% paid by Employer, with the option to add family members at Employee’s cost
  • Health Savings Account (HSA) and Flex Spending Accounts (FSA)
  • Vision & Dental insurance 99% paid by Employer, with the option to add family members at Employee’s cost
  • Life, Long‑Term, and Short‑Term Disability Insurance 100% paid by Employer
  • 21‑26 Holidays per year (25 Scheduled in 2026)
  • Unlimited Vacation Policy
  • Paid Medical, Jury, Military Service, and Bereavement Leave
  • Continuing Education Budget for specified courses and certifications
• After One Year: 6 Months Paid Paternity & Maternity Leave
• Paid Sabbatical every 5th Employment Anniversary
• Partnership opportunities after 10 years
• Additional Information
  • Link to What it’s like to Work at MY Wealth Planners
  • Link to our full Employee Benefits Guide

• Supports senior team members by creating financial plans and preparing materials needed for client meetings and follow‑ups
• Attends client meetings and takes extensive notes
• Fills out necessary forms for opening or maintaining accounts
• Maintains information in the Advyzon CRM system
• Sets up and retrieves reports in the portfolio management systems (Advyzon, Charles Schwab)
• Assists in generating performance and other reports
• Processes move money requests at a licensed planner’s direction
• Participates in the firm’s marketing activities, such as podcast production and public events
• Performs ad hoc tasks in support of firm operations

• Bachelor’s Degree OR 1 Year of Position or Equivalent Experience
  • Pending graduates of the Spring semester 2026 are welcome to apply
• Speak, read, and write English
• Able to lift and carry up to 15 lbs

• Upbeat and personable
• Graduate of an accounting, finance, or personal financial planning program
• Prior completion of CFP® Certification courses via certificate or degree program
• Proficient with basic PC and Microsoft Office Software, including
  • Word
  • Excel
  • Outlook
• Experience with Advyzon, yCharts, eMoney, and/or Holistiplan
• Interest or background in financial services as a career path

Each step after the first should be considered as if moving forward. We will never ghost a candidate and will always provide positive confirmation that you are moving forward or have been declined at a certain stage. Below are the steps of the hiring process: