Financial Planner Assistant

Summary

This is an entry-level position in Longmont in the financial services industry. A planner assistant primarily supports the firm’s financial planners in administrative and client service tasks. This includes reception and client service, generating reports, basic data entry, appointment scheduling, and other general administrative and upkeep tasks. The Planner Assistant may attend meetings with planners to take notes and engage in follow-up tasks such as updating client relationship management software and providing recap emails to clients. The position is expected to staff hours from 8 am through 4:30 pm, Monday through Friday, with a low to moderate level of work volume, making it a perfect fit for those looking for work that is complementary with part-time college or other asynchronous education.

Compensation

• Salary: $48,069.37 - $53,098.49 based on relevant experience
• Quarterly Gainshare Bonus Eligibility based on company profitability

• After 90 Days:

• 401(k) with a 6% Match
• Health Insurance (Gold-Tier Plan) 100% paid by Employer, with the option to add family members at Employee’s cost
• Health Savings Account (HSA) and Flex Spending Accounts (FSA)
• Vision & Dental insurance 99% paid by Employer
• Life, Long-Term, and Short-Term Disability Insurance 100% paid by Employer
• 26 Holidays per year
• Unlimited Vacation Policy
• Paid Sabbatical every 5th Employment Anniversary
• Paid Paternity & Maternity Leave
• Paid Medical, Jury, Military Service, and Bereavement Leave
• Continuing Education Budget

• Link to our full Employee Benefits Guide
• Link to our Career Path Walkthrough

Common Tasks

• Manage office reception and client service
• Maintain the office in an orderly condition
• Prepare and service meeting spaces
• Attend meetings and take notes
• Basic financial plan data entry & client material preparation
• Answer basic questions for clients and forward client requests
• Complete basic client account paperwork
• Interface with custodial firms to obtain information or convey service requests
• Maintain information in the Client Relationship Management System
• Generate reports

Minimum Qualifications

• High School Diploma OR 1 Year of Relevant Work History
• Speak, read, and write English
• Able to lift and carry up to 15 lbs.

Preferred Qualifications

• Upbeat and personable
• Prior experience in retail, reception, food service, or sales* a plus.

*This is not a sales position.

• Proficient with basic PC and Microsoft Office Software, including:
• Word
• Excel
• Outlook
• OneNote

• Interest or background in financial services as a career path

Hiring Process

Each step after the first should be considered as if moving forward. We will never ghost a candidate and will always provide positive confirmation that you are moving forward or have been declined at a certain stage. Below are the steps of the hiring process:

1. Submit your application between June 23rd – July 6th

2. Complete a Kolbe A Connotative Work Assessment

3. Interview with the President of MY Wealth Planners July 7th – July 21st

4. Background check performed

5. Offer made and accepted no later than July 28th

6. Start Date: August 1st, 2023

About MY Wealth Planners

MY Wealth Planners is the only fee-only financial planning firm in Longmont, CO. Established in 2015, MY Wealth Planners serves approximately 152 households and small businesses in the northern front range area, providing comprehensive financial planning, investment management, and employee benefits consulting services.