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Financial Planning Assistant Jobs in Colorado (NOW HIRING)

Apex Service Partners

FP&A Analyst

Denver, CO · On-site

$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 ...

Deeply Digital

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 ...

Vero Networks

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 ...

Vero Networks

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 ...

Tallgrass

Financial Analyst-Planning

Lakewood, CO · On-site

$74K - $92K/yr

Own and assist with various system enhancements and monthly processes to support forecasting and ... financial services, FP&A or other relevant experience, energy industry a plus * Fundamental ...

Prescott's, Inc

Business Analyst - FP&A

Monument, CO · On-site

$70K - $75K/yr

Support data integrity within planning tools and the ERP (NetSuite) /general ledger * Assist with ... Bachelor's degree in Finance, Accounting, Economics, or related field * 1-3 years of experience in ...

Prescott's, Inc

Business Analyst - FP&A

Monument, CO · On-site

$70K - $75K/yr

Support data integrity within planning tools and the ERP (NetSuite) /general ledger * Assist with ... Bachelor's degree in Finance, Accounting, Economics, or related field * 1-3 years of experience in ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Colorado

Financial Planning Assistant information

See Colorado salary details

$37.3K

$63.7K

$109.9K

How much do financial planning assistant jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial planning assistant 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 does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

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

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are the most commonly searched types of Financial Planning jobs in Colorado?

The most popular types of Financial Planning jobs in Colorado are:

What are popular job titles related to Financial Planning Assistant jobs in Colorado?

For Financial Planning Assistant jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Colorado look for?

The top searched job categories for Financial Planning Assistant jobs in Colorado are:

What cities in Colorado are hiring for Financial Planning Assistant jobs?

Cities in Colorado with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you

Financial Planning Assistant (Experienced)

Summit Wealth Group

Lakewood, CO • On-site

$28.85 - $33.66/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

About the Firm
Summit Wealth Group is a nationally recognized leader in personalized financial planning and investment management, honored by Forbes as a “Best-in-State” firm. Behind our client’s experience is a culture built on respect, alignment, and strategic growth—where employees are empowered to make meaningful contributions to the firm’s long-term success.
At Summit Wealth Group, we are dedicated to providing comprehensive financial planning services to help our clients secure their financial futures. Our mission is to deliver exceptional results through a client-centric approach. We are currently seeking an experienced Financial Planning Assistant to join our team and support our commitment to financial well-being.
KEY ASPECTS of the Financial Planning Assistant
  • Financial Research and Analysis
  • Create Customized Financial Strategies amp; Recommendations
  • Financial Plan Support
  • Client amp; Advisor Communication
  • Data Input
  • Administrative Support
  • Financial Software and Tools Utilization
  • Communication amp; Team Collaboration
  • Documentation amp; Compliance
EDUCATION amp; EXPERIENCE REQUIREMENTS
  • Bachelor’s degree in finance, economics, business, or a related field is preferred.
  • Relevant licenses: CFP or willingness to obtain within 6 months of employment. Certifications such as FINRA Series 6, 65, and 66 are advantageous but not required.
Experience:
  • Financial planning software: 1 year (Required)
  • Financial planning: 1 year (Required)
  • Strong organizational and time-management skills.
  • Excellent communication and interpersonal skills.
  • Ability to work both independently and as part of a team.
COMPETENCIES
  • General Understanding of Financial Planning Concepts
  • Research and Synthesis
  • Organizational Excellence
  • Analytical Skills
  • Communication Proficiency
  • Technology Proficiency
  • Confidentiality
  • Team Collaboration
  • Ethical Standards
  • Adaptability
BENEFITS
  • 401(k)
  • 401(k) Matching
  • Dental Insurance
  • Vision Insurance
  • Health Insurance - ICHRA
  • Health Savings Account
  • Life Insurance
  • STD/LTD Disability
  • Paid Time Off
  • Sick Time
  • Volunteer Time Off
  • Tuition Reimbursement
  • Certification amp; Designation Assistance
Location: Colorado Springs or Lakewood (Denver Metro)
Schedule: Monday - Thursday 8-5, Friday 8-3
Job Type: Full-time
Expected hours: 40 per week
Pay: $28.85 - $33.66 per hour – annualized (DOE)
Supplemental pay types:
  • Bonus opportunities

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