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Financial Planning Client Service Associate

The Planners Inc.
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Financial Planning Client Service & Operations Associate

The Planners Inc. — Fort Collins, CO

  • Reports to: Erik Sartin, CEO
  • Location: In-office, Fort Collins, CO
  • Schedule: 30–40 hours/week
  • Classification: Non-exempt (hourly)
  • Compensation: $15–$20/hour, depending on experience

About the Role

The Client Service & Operations Associate keeps The Planners Inc.—a Fort Collins–based, registered investment advisory firm—running smoothly. Reporting to the CEO, this person supports clients and the planning process, contributes in day-to-day operations, contributes to marketing, and provides direct support to the CEO. It's a hands-on role for someone highly organized and technically capable who wants to learn the business of financial planning from the inside.

Key Responsibilities

Client Service & Planning

  • Update financial planning software based on client communications
  • Schedule follow-ups and reviews and prepare meeting materials
  • Keep client records current in the CRM (Salesforce)

Operations & Bookkeeping

  • Organize receipts and reconcile revenue statements
  • Keep inboxes and systems clean and organized
  • Support general office administration

Marketing & Growth

  • Run campaigns to book meetings for advisors
  • Produce marketing materials and AI-assisted social media content
  • Manage the company's LinkedIn/social accounts and update the websites

Executive Support

  • Manage the CEO's calendar, time-blocking, and priorities
  • Triage his inbox and Salesforce tasks; schedule team meetings
  • Coordinate travel and events

Qualifications

  • Strong Excel and Google Sheets skills
  • Comfortable producing marketing materials and using AI, social media, and basic website tools
  • Exceptional organization, attention to detail, and communication
  • CRM familiarity (Salesforce a plus)
  • Interest in a financial planning career (CFP® track a plus)
  • Discretion with confidential information

Details

At-will, in-office position, 30–40 hours/week. Benefits include PTO, 401(k), disability insurance, and Colorado FAMLI, per company policy.