What are the responsibilities and job description for the Financial Planning Assistant/Paraplanner position at EdgeRock Wealth Management?
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.
Preferred Qualifications :
- FINRA Series 63, 65, or 66 licenses (already licensed candidates are preferred).
Minimum Requirements :
Skills & Attributes :
Key Responsibilities :
Qualities We Value :
Integrity, loyalty, confidentiality, emotional maturity, a strong personal work ethic, and a proactive, self-motivated mindset.
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.
