Financial Planning Assistant/Paraplanner

About EdgeRock

EdgeRock Wealth Management is one of the fastest-growing independent wealth advisory firms headquartered in Denver, CO. We are dedicated to helping families and business owners achieve retirement success through comprehensive investment strategies, tax planning, and a commitment to passionate client service.

About You

Are you seeking more than just a job—looking to build a career with a clear path toward becoming a financial advisor? Do you have a passion for delivering exceptional client service while contributing to the daily operations of a dynamic, growing office? EdgeRock is looking for someone who is ready to grow, train with current advisors and analysts, and take the next step in their career.

We want individuals eager to be part of a high-performance team with a long-term vision. If you’re ready to invest in yourself and your future while helping others secure theirs, EdgeRock is the place for you.

Minimum Requirements:

• FINRA Series 63, 65, or 66 licenses (already licensed candidates are preferred).
• Call center or direct client facing experience in the wealth management industry
• A strong desire to develop financial planning expertise and pursue long-term career growth.

Skills & Attributes:

• 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.

Key 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.

EdgeRock Core Values:

Dedication

Ingenuity

Resolve

Empathy

Why Join EdgeRock?

EdgeRock Wealth Management offers an unparalleled opportunity to join a team shaping the future of wealth management. Be part of a firm where your contributions will be valued, your skills will grow, and your career will thrive.

Take ownership of your future—join EdgeRock today.

Compensation & Benefits

• Base salary dependent on prior experience $60K-$90k
• Comprehensive benefits package
• PTO & sick time

Tagged as: Financial Modeling, Pipeline Management