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Assistant Financial Planner Jobs in Colorado (NOW HIRING)

Wealth Planner

Denver, CO · On-site

$55K - $75K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... process. * Assist with departmental projects and priorities such as training and supporting ...

FP&A Analyst

Denver, CO · On-site

$100K - $120K/yr

... Assist the accounting team with month-end close activities to ensure P&L accuracy * Assist the FP&A Manager with annual budgeting and forecasting processes * Assist the FP&A Manager with ongoing ad ...

FP&A Analyst

Denver, CO · On-site +1

$75K - $90K/yr

Financial Planning & Analysis * Assist in preparing and maintaining monthly P&L reports, including variance analysis against forecasts and budgets. * Support the development of bottoms-up forecasts ...

New

FP&A Analyst

Denver, CO · On-site

$75K - $90K/yr

RESPONSIBILITIES Financial Planning & Analysis * Assist in preparing and maintaining monthly P&L reports, including variance analysis against forecasts and budgets. * Support the development ...

... Assist the accounting team with month-end close activities to ensure P&L accuracy * Assist the FP&A Manager with annual budgeting and forecasting processes * Assist the FP&A Manager with ongoing ad ...

FP&A Analyst

Denver, CO · On-site

$100K/yr

... Assist the accounting team with month-end close activities to ensure P&L accuracy * Assist the FP&A Manager with annual budgeting and forecasting processes * Assist the FP&A Manager with ongoing ad ...

FP&A Analyst

Denver, CO · On-site

$75K - $90K/yr

RESPONSIBILITIES Financial Planning & Analysis * Assist in preparing and maintainingmonthly P&L reports, including variance analysis against forecasts and budgets. * Support the development ofbottoms ...

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Showing results 1-20

Assistant Financial Planner information

See Colorado salary details

$37.3K

$63.7K

$109.9K

How much do assistant financial planner jobs pay per year?

As of Jul 31, 2026, the average yearly pay for assistant financial planner in Colorado is $63,740.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,900.00 and $72,000.00 per year, depending on experience, location, and employer.

What are Assistant Financial Planners?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as an Assistant Financial Planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an Assistant Financial Planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.
What are the most commonly searched types of Financial Planner jobs in Colorado? The most popular types of Financial Planner jobs in Colorado are:
What cities in Colorado are hiring for Assistant Financial Planner jobs? Cities in Colorado with the most Assistant Financial Planner job openings:
Infographic showing various Assistant Financial Planner job openings in Colorado as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $63,740 per year, or $30.6 per hour.

SDA Systems Financial Planner/Analyst

Odyssey Systems Consulting Group, Ltd.

Colorado Springs, CO • On-site

$84K - $114K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago


Job description

Odyssey Systems has an exciting new opportunity for a Mission Delta 2 (MD 2) Systems Financial Planner/Analyst supporting the U.S. Space Force’s MD 2 Space Domain Awareness (SDA) Mission.

MD 2 leads SDA operations with current SDA programs of record, networks, and Command and Control (C2) data exploitation and dissemination systems and is responsible for integration of SDA sensor data, accredited Space Surveillance Network (SSN) or non-traditional sources, for USSPACECOM missions while sustaining existing various sensor systems including Eglin Radar, Space Fence, C-Band Radar, Australia, the Ground-Based Electro Optical Deep Space Surveillance (GEODSS) system, the Space Surveillance Telescope (SST) and the future Deep Advanced Radar Capability (DARC).

As an SDA Systems Financial Planner/Analyst, you will provide planning, programming, budgeting, and execution (PPBE) support across multiple squadrons and MD 2.

This is a full-time position at Peterson Space Force Base in Colorado Springs, CO that allows 1-2 days per week of telework at the discretion of the Government.

Odyssey Systems provides support to the Government in five areas: Product Support, Sustainment Engineering & Sustainment Management, Technical Order Management, Technical User Interface, and System Design, Engineering, and Integration.  These tasks are executed laterally with SpOC, Space Systems Command, development contractors, and SDA stakeholders.


An A&AS contractor is a knowledgeable and trusted advisor to the Government Program Office. As an SDA Systems Financial Planner/Analyst, you will support planning, programming, budgeting, book-keeping and accounting, document maintenance and cost reporting tasks required to support agency projects and programs. Work requires the technical capability to independently plan, organize, complete, and present assessments of cost, budget and schedule implications, and prepare, analyze, interpret, and reconcile budgetary or financial data.  This position provides subject matter expertise and performs a wide variety of financial planning and management tasks. Duties include, but are not limited to:

  • Provide funding, forecasting, budget information, execution status and funds reconciliation, following the PPBE process, using the provided FM tools and systems
  • Assist the team with the appropriate financial support to enable the programs to meet requirements
  • Maintain cognizance of the status of approved, deferred, and released funds and provide appropriate tracking documentation for various program funds, and provide financial information for the preparation and execution of financial documents
  • Provide oversight, reporting information that identifies current and future funding requirements
  • Maintain an accurate audit trail to separately track, record, and report the status of each funding document to ensure proper use of all funds (active, expired, and canceled). Reports may consist of, but are not limited to, selected acquisition reports, program reviews, financial management reviews, tri-annual reporting, etc.
  • Provide Government with research and analysis to support responding to inter-agency and higher headquarters requests for information, such as process development and updates, planning papers, processes, etc.
  • Advise the Government financial management and program teams to develop budget submissions (e.g., Procurement Documents (P-Docs), Program Office Memorandum (POM) inputs)
  • Maintain up-to-date knowledge of FM regulations and Appropriations law
  • Maintain knowledge of and proficiency in Government financial activity systems, Comprehensive Cost and Requirement System (CCAR), CRIS, Defense Enterprise Accounting and Management System (DEAMS), Looking Glass, and Mechanization of Contract Administrative Services (MOCAS), FMSuite, CFC Budgie Tool (Budget Integration Engine)
  • Provide planning assistance to Division members for numerous requests/issues/ requirements not listed above
  • Assist the Government with training/advising units with problem solving techniques and hands-on guidance and training at varies locations
  • Infrequent travel to CONUS and OCONUS locations upon government direction
  • Other duties as required/requested by the Government and within scope of the S3 contract

Citizenship: Must be a US citizen

Minimum Required Qualifications:

Clearance: Must have and be able to maintain a Secret clearance and be eligible for TS/SCI

Education: Bachelor’s degree in business, Economics, Finance, Accounting or a related field

Years of Experience: 8 or more years of experience performing financial management activities within an Air Force, Space Force, DoD, Intelligence, or Missile Defense Agency team OR,

  • Master’s degree in business, Program Management, Accounting or a related field with 5 or more years of experience performing financial management activities within an Air Force, Space Force, DoD, Intelligence, or Missile Defense Agency team

AND,

  • Knowledge of Government financial activity systems, Comprehensive Cost and Requirement System (CCAR), CRIS, Defense Enterprise Accounting and Management System (DEAMS), Looking Glass, and Mechanization of Contract Administrative Services (MOCAS), FMSuite, CFC Budgie Tool (Budget Integration Engine)

Preferred Qualifications:

Preferred Qualifications:

Clearance: Active TS/SCI, agreeable to polygraph

Education: Master’s degree in business, Economics, Finance, Accounting or a related field

Years of Experience: 5 or more years of experience performing financial management activities within an Air Force, Space Force, DoD, Intelligence, or Missile Defense Agency team including direct experience providing financial planning and execution support for an Air Force Space Command or US Space Force acquisition agency team, AND,

  • Proficiency in Government financial activity systems, Comprehensive Cost and Requirement System (CCAR), CRIS, Defense Enterprise Accounting and Management System (DEAMS), Looking Glass, and Mechanization of Contract Administrative Services (MOCAS), FMSuite, CFC Budgie Tool (Budget Integration Engine)

Additional Information:

Location: Work is performed at Peterson Space Force Base in Colorado Springs

Travel: Infrequent travel to CONUS and OCONUS locations upon Government direction

Remote, Onsite, or Hybrid: This position allows 1-2 days/week of tele-work at the discretion of the Government

#LI-JK1


Odyssey is a world-class technical, engineering, and integration company serving the warfighting ecosystem with airborne integration, ISR, C2, and warfighter readiness capabilities. Odyssey meets the military’s operational needs by integrating layered defense systems from equipment, technology, and services to data, information, and business operations. We streamline defense acquisition and sustainment, engineering the technical battlefield with domain-specific proficiency to ensure lethality. Odyssey is dedicated to excellent contract execution, peak organizational performance, and fostering a workplace built on employee care.

Odyssey is proud to live out our core values of commitment, ambition, and respect in our work and communities through OdysseyCares, a philanthropic group focused on giving back through direct donations, an employer match program, and volunteering events.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities


Final compensation for this position will be determined by various factors such as the Federal Government contract labor categories and contract wage rates, relevant work experience, specific skills and competencies, geographic location, education, and certifications.

This position is filled through continuous recruitment and will remain open until a sufficient pool of applications has been received.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, Tricare supplement, short-term disability, long-term disability, 401(k) match, flexible spending accounts, health savings accounts, employee assistance program, learning and development benefit, paid time off, and holidays.
Odyssey Benefits