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Remote Financial Planning Specialist: ‑Impact Prep & Strategy
Remote / Online - Candidates ideally in
Lakewood, Jefferson County, Colorado, USA
Listed on 2026-01-23
Lakewood, Jefferson County, Colorado, USA
Listing for:
Claire Myers Consulting
Remote/Work from Home
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A growing wealth management firm based in Colorado is seeking a Financial Planning Specialist. This role involves supporting six Advisors, preparing comprehensive financial plans for high-net-worth clients, and ensuring effective organization of deliverables and meetings. The ideal candidate will have over 4 years of financial planning experience, preferably in a technical, detail-oriented environment. The position offers competitive compensation and a range of generous benefits, fostering a supportive workplace culture.
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