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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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