Paraplanner

The Well · Colorado Springs

FULL TIME$80,000 – $80,000 / yr

Job Description

Financial Planning Assistant

Location

Colorado Springs, CO or Denver, CO (In-Office, Monday–Friday)

Compensation:

$80,000-$90,000 + bonus opportunities + full benefits

We're hiring a

Para-Planner

on behalf of our client—a growing wealth management firm.

This firm is built on a client-first approach to comprehensive financial planning, and they're looking for someone who loves the analytical side of planning as much as the people side. If you enjoy turning data into

clear, customized strategies

and helping advisors deliver real results, we want to talk.

Why this role?

Support advisors in building customized financial plans, strategies, and recommendations
Dig into financial research and analysis that directly shapes client outcomes
Be a key point of communication between clients and advisors
Work hands-on with financial planning software and tools every day
Join a collaborative team that values confidentiality, ethics, and adaptability

- Grow your career with tuition reimbursement and designation support, including a path to your CFP®

What you bring

- 1+ year of financial planning experience (required)

1+ year working in financial planning software (required)
CFP® or willingness to obtain within 6 months of hire
Series 6, 65, or 66 (a plus, not required)
Bachelor's degree in finance, economics, business, or a related field (preferred)
Strong organization, time management, and attention to detail

- Excellent communication skills and the ability to work independently or as part of a team

What we offer

$80,000-$90,000

- Bonus opportunities

401(k) with company match
Health, dental, and vision insurance, plus HSA
Life insurance and short- and long-term disability
Paid time off, sick time, and volunteer time off
Tuition reimbursement and certification/designation assistance
Full-time, Monday–Friday

Sound like you? Let's talk.

Company	The Well
Location	Colorado Springs
Type	FULL TIME
Niche	Full-time
Salary	$80,000 – $80,000 / yr

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