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Wealth Planning Analyst — Entry-Level Path to CFP

Job in Longmont, Boulder County, Colorado, 80502, USA
Listing for: Naifahouston
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A personal financial planning firm in Longmont, CO, is hiring a Wealth Planning Analyst. This entry-level in-person role involves supporting financial planners in creating financial plans and tasks related to client service. Candidates must have a Bachelor’s degree or equivalent experience, with a passion for finance. The firm offers a competitive salary, bonus eligibility, and extensive benefits including health insurance and unlimited vacation.

You will start on June 15th, 2026 and contribute to a team dedicated to personal financial planning.
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