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Financial Planning Analyst (Entry-Level)
MY Wealth Planners® is hiring two Financial Planning Analysts. These are entry-level in-person positions in the financial services industry in Longmont, CO, with a start date for one position on January 5th, 2026, and the second on June 1st, 2026. A financial planning analyst is a financial planner in training, primarily supporting the firm’s financial planners in financial plan development and client service tasks. This includes client document review, financial plan data entry and scenario modeling, and investment account administrative tasks. Financial planning analysts will 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
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