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Wealth Management Consultant

2 months ago

Seattle, Washington, United States Jobot Full time
Exciting Opportunity for a Certified Financial Planner

As a personal Chief Financial Officer, you will oversee clients' wealth strategies. This role is hosted by Jobot, a leader in the financial services industry.

Salary:
$85,000 - $135,000 per year

About Us:
Our firm has established itself as a premier organization, committed to creating an exceptional environment where all team members can thrive. With over two decades of experience, we have expanded our reach to manage more than $19 billion in assets under management (AUM) for a diverse client base exceeding 4,000 individuals. We are in search of driven professionals who embody a service-oriented mindset, ready to assist and celebrate the successes of both clients and colleagues.

Why Choose Us?
Every member of our team has the chance to take ownership of a portion of our firm, which has received numerous accolades as one of the Best Places to Work.

Benefits:
- Competitive compensation
- Profit Sharing
- Comprehensive health benefits
- Work/life balance
- Flexible work arrangements

Job Responsibilities:
- Collaborate with the lead advisor to deliver an exceptional client experience by developing, implementing, and managing a wealth management plan that reflects clients' aspirations and objectives.
- Leverage both internal and external resources to fulfill client requirements in areas such as Estate Planning, Tax Planning, Investment Management, Risk Management, and General Financial Planning.
- Clearly communicate our unique value proposition to prospective clients and work diligently to establish the firm as their trusted financial partner.

Qualifications:
- Must hold a Certified Financial Planner designation and possess a minimum of a Bachelor's degree.
- A minimum of 4 years of experience in financial and/or estate planning is required.