Wealth Management Analyst

About Paragon Capital Management

Paragon Capital Management is a boutique, fee-only fiduciary financial advisory firm based in Denver, Colorado. We currently manage $1.3 billion in assets for 180 families, and we take pride in deeply knowing each client we serve. To maintain a high level of personalized service, we ensure that each advisor works with only 50-70 families, allowing for meaningful, long-term relationships and truly customized financial strategies.

Our firm specializes in providing tailored financial planning, investment management, and tax-efficient strategies for high-net-worth individuals, families, and executives. Our team of experienced professionals is dedicated to delivering exceptional service and building relationships based on trust and transparency.

At Paragon, we foster a collaborative and client-focused work environment where employees are encouraged to grow professionally and take ownership of their work. As a firm that is advisor-owned, we value a culture of integrity, innovation, and teamwork. Our small but highly skilled team allows us to maintain a personalized approach, ensuring every team member has a meaningful impact on both the firm and our clients.

Joining Paragon means becoming part of a team that prioritizes professional development, work-life balance, and a supportive company culture. We are looking for individuals who are detail-oriented, proactive, and passionate about helping clients navigate their financial futures.

Job Responsibilities

The Wealth Management Analyst will play a key role in supporting our advisory team and ensuring the highest level of service for our clients. Responsibilities include:

Investment & Portfolio Management

• Assist with quarterly client updates and annual Investment Policy Statement (IPS) reviews.
• Execute trades and rebalance portfolios using the Tamarac trading platform.
• Conduct investment research, including fund performance tracking, screening for new investment ideas, and due diligence (e.g., scheduling fund manager calls).
• Maintain and update key investment models, such as market dashboards and bond portfolio duration analysis.
• Collaborate closely with senior advisors to ensure that investment strategies align with client objectives.

Tax & Estate Planning Support

• Prepare base case tax forecasts using Holistiplan and update projections throughout the year (e.g., dividends, capital gains).
• Assist in preparing and distributing tax letters and 1099s to clients and CPAs.
• Support estate plan reviews and input/update client data in Right Capital.

Client Onboarding & Financial Planning

• Assist with gathering and organizing new client documents.
• Support the development of new client financial plans and financial security (FinSec) simulations.
• Help process Required Minimum Distributions (RMDs).

Technology & Process Improvement

• Explore AI-driven solutions to improve efficiency and streamline updates.
• Support internal process improvements related to financial planning and investment management.
• Create workflows in Wealthbox’s CRM.

Team Support & Backup Coverage

• Provide backup support for advisors and administrative team members when they are out of the office.

Location

This is an in-person role based at our offices in downtown Denver, with occasional flexibility to work from home. As you gain experience, there may be opportunities for occasional travel to visit clients in other states. We value collaboration and a strong team environment, so most work will be conducted in the office to foster meaningful connections and teamwork.

Required & Desired Knowledge and Skills

Required:

• Bachelor’s degree in finance, economics, accounting, or a related field.
• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in Microsoft Excel and financial modeling.
• Basic understanding of investment concepts, portfolio management, and financial planning principles.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Excellent written and verbal communication skills.
• Strong organizational skills and ability to work both independently and collaboratively.

Desired (but not required):

• Progress toward or completion of CFP®, CFA, or CPA designation.
• Experience with Tamarac, Right Capital, or other financial planning/trading software.
• Bloomberg Terminal experience.
• Familiarity with tax forecasting, estate planning concepts, and RMD calculations.
• Familiarity with Wealthbox CRM and workflow creation.
• Understanding of AI applications in financial services.
• Willingness to explore efficiency and process improvements.
• Prior experience in wealth management, investment research, or financial analysis.

Compensation & Benefits

The expected base salary for this position ranges from $70,000 to $95,000, depending on experience and qualifications. In addition to the base salary, employees are eligible for an annual performance-based bonus of up to 15% of the base salary. This brings total compensation to approximately $70,000 to $109,250, with additional contributions to your Profit-Sharing retirement plan available after two years of employment. Paragon Capital Management also offers a pathway for equity ownership after becoming an advisor, providing long-term career growth potential.

We offer a comprehensive benefits package, including:

• Fully Paid Medical Plan – 100% employer-covered health insurance for you and your family.
• Paid Time Off (PTO) – Employees receive 3 weeks of PTO per year to start, with the opportunity to increase to 5 weeks over time. In addition to PTO, all market holidays are observed, and employees are given these days off. PTO can be used for vacation, personal time, or illness, offering flexibility and supporting work-life balance.
• Profit-Sharing Retirement Plan – Available after two years of employment, designed to support long-term financial well-being.
• Life & Long-Term Disability Insurance – Employer-sponsored coverage to provide financial security and peace of mind.
• Tuition Reimbursement – Coverage for enrollment in a Financial Planning Program, as well as exam fees.
• Professional Development Support – Renewal fees for CFA/CFP® and other advanced designations.

Paragon Capital Management is committed to fostering a supportive and growth-oriented workplace, providing employees with the resources they need to thrive in their careers.

Application Process

To apply, please submit your resume and a cover letter to resume@paragoncapitalco.com.

At Paragon, we value a strong, cohesive team culture. If you have previously taken the Kolbe Assessment, we encourage you to include your results with your application. If you have not taken it, finalists in the hiring process will have the opportunity to complete the assessment.

We look forward to learning more about you and how you can contribute to our team and clients!