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EdgeRock Wealth Management · 15 hours ago

Financial Planning Assistant/Paraplanner

Denver, CO

Full-time

Onsite

New Grad, Entry Level

EdgeRock Wealth Management is one of the fastest-growing independent wealth advisory firms headquartered in Denver, CO. They are seeking a Financial Planning Assistant/Paraplanner who is eager to build a career in financial advising while delivering exceptional client service and contributing to daily operations.

AdviceFinancial ServicesRetirementWealth Management

Responsibilities

Collaborate with advisors to prepare financial plans, investment allocation models, insurance proposals, and client meeting presentations

Research and compare current client solutions with new opportunities in the marketplace

Maintain accurate and detailed client files

Assist in client meetings and follow up with actionable steps

Handle client service requests and inquiries, escalating when necessary

Update CRM data, manage sales pipelines, and ensure accurate documentation

Draft client correspondence, including letters and email communication

Qualification

FINRA Series 63Financial industry experienceMicrosoft Office SuiteEmotional maturityFollow-throughOrganizational skillsCommunication skillsTime managementProblem-solvingWork ethic

Required

Financial industry experience

Intermediate to advanced proficiency with Microsoft Office Suite, especially Excel

A strong desire to develop financial planning expertise and pursue long-term career growth

Exceptional organizational skills and attention to detail

Excellent verbal and written communication skills

The ability to prioritize tasks and manage time effectively

A resourceful, proactive, and flexible approach to problem-solving

Positive attitude, strong work ethic, and reliability

Professionalism and emotional maturity under pressure

Strong follow-through and persistence in achieving goals

Preferred

FINRA Series 63, 65, or 66 licenses (already licensed candidates are preferred)

Company

EdgeRock Wealth Management

EdgeRock Wealth Management is a financial service firm that provides investment products and advisory services.

Founded in 2009

Denver, Colorado, USA

11-50 employees

https://edgerockwealth.com

Funding

Current Stage

Early Stage

Leadership Team

Kyle O'Dell

Founder & President

Company data provided by crunchbase