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Entry-Level Wealth Planning Analyst: Path to CFP

Job in Longmont, Boulder County, Colorado, 80502, USA
Listing for: Acord (association For Cooperative Operations Research And Development)
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 58010.1 - 64079 USD Yearly USD 58010.10 64079.00 YEAR
Job Description & How to Apply Below
A financial planning firm in Longmont, CO is seeking a Wealth Planning Analyst. This entry-level position involves supporting financial planners with plan development and client services. Responsibilities include document review, data entry, and meeting attendance. Candidates with a Bachelor’s degree or equivalent experience are encouraged to apply, with a start date of June 15, 2026. The firm offers competitive compensation, benefits including health insurance and retirement matching, and opportunities for career advancement.
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