Senior Wealth Strategist

4 weeks ago


Seattle, Washington, United States Jobot Full time

Job Summary

We are seeking a highly skilled Certified Financial Planner to join our team as a Personal CFO and Financial Planner. As a key member of our team, you will be responsible for crafting, executing, and managing a wealth management strategy that aligns with our clients' passions and goals.

Responsibilities

  • Strategize with the lead advisor to provide an outstanding experience for clients by assisting with wealth management strategy.
  • Utilize internal and external resources to meet client needs in areas like Estate Planning, Tax Planning, Investment Management, Risk Management, and General Planning.
  • Articulate our distinctive value proposition to potential clients and position the firm as their trusted financial advisor.

Qualifications

  • Must be a Certified Financial Planner and minimum of a Bachelor's degree.
  • Have a minimum of 4 years of experience in financial and/or estate planning.

About Us

Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. We seek motivated individuals with a "How can I help?" mindset, eager to support and celebrate the achievements of clients and peers.

Why Choose Us

  • Each team member has an opportunity to own a part of our firm, which has earned countless Best Places to Work awards.
  • We offer lucrative payouts, profit sharing, fully-paid health benefits, work/life balance, and flexibility.


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