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Kahler Financial Group Logo
Kahler Financial Group

Rapid City, South Dakota

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Financial Advisor

California

Abacus Wealth Partners

Santa Monica, California

Earth Equity Advisors Logo
Earth Equity Advisors

Asheville, North Carolina

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CAPTRUST

Leawood, Kansas

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Nova R Wealth

Overland Park, Kansas

Birchcreek Wealth Management Logo
Birchcreek Wealth Management

Dayton, Ohio

Herbert Financial Group Logo
Herbert Financial Group

Auburn Hills, Michigan

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SDC CPAs, LLC

Aurora, Illinois

Edw C Levy Company

Dearborn, Michigan

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Wealth Planning Analyst
Summary MY Wealth Planners® is hiring a Wealth Planning Analyst. This is an entry-level in-person position in a personal financial planning firm in Longmont, CO, with a start date of June 15th, 2026. A Wealth 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. Wealth 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 hours from 8:30 am t


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