Financial Planning Specialist
Company: Claire Myers Consulting
Location: Lakewood
Posted on: January 15, 2026
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Job Description:
Job Description Job Description Compensation $85,000 to $130,000
base plus bonus Our client, a growing wealth management team, is
seeking a Financial Planning Specialist to support a group of six
Advisors by preparing planning work, keeping deliverables
organized, and ensuring weekly meeting schedules are fully planned
and ready. This person will operate 2 to 3 steps ahead, anticipate
needs, and enjoy the problem-solving side of planning work. This
role is planning forward with very minimal client interaction and
no business development expectations. The ideal person enjoys
financial planning at a deep technical level, is highly organized,
and thrives in an environment where preparation and follow-through
fuel success. Key Responsibilities: Financial Planning & Scenario
Modeling Prepare and maintain comprehensive financial plans for
high-net-worth clients Work with advisors to gather data and all
planning inputs Build recommendations and scenario models using
Excel Prepare planning deliverables including illustrations and
proposals Advisor Support & Weekly Flow Management Plan and prepare
for client meetings week-to-week Stay ahead of upcoming
deliverables, deadlines, and open items Organize follow-ups and
move cases forward with consistency Create planning visuals,
diagrams, and presentation slides when needed Technical Depth
Comfort operating within financial planning software Exposure to
risk management, estate planning, equity compensation, retirement
planning Ability to break down complexity into clear
recommendations Qualifications: 4 years of experience in financial
planning required Experience supporting advisors with HNW planning
preferred Life & Health, Series 7 and 63 CFP, CFA or MBA preferred
Strong fits may come from Fidelity, Schwab, RIAs, wirehouse
planning units Benefits : 401(k) with Safe Harbor match Profit
sharing eligibility after tenure Healthcare reimbursement program
and HSA support Parental leave, CO FAMLI, mandatory time away Paid
sabbatical program Support for professional conferences Optional
work-from-home and unlimited PTO after tenure milestone Wellness
stipend and philanthropic matching
Keywords: Claire Myers Consulting, Castle Rock , Financial Planning Specialist, Accounting, Auditing , Lakewood, Colorado
