Sr. Wealth Planning Associate
2 weeks ago
Job Title: Senior Wealth Planning Associate Location: SeattleJob Type: Full-time Salary: $120,000 - $160,000 Reports to: Director, Financial Planning Company Overview We are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Associate Financial Planner to join our growing team. Job Description You will support our financial advisors in delivering exceptional financial planning services to our clients. You will assist in preparing and maintaining financial plans, conducting research, and helping our effort toward internal continuing education. This role is ideal for someone who is looking to develop their career in financial planning while working alongside experienced professionals in the wealth management field. Key Responsibilities Assist in the preparation of financial plans, including gathering and analyzing client data. Prepare financial plan presentations and reports for clients – attention to detail and accuracy are paramount. Maintain and convey knowledge of industry trends, regulations, and financial products. Work closely with financial advisors to implement and review client financial strategies. Ensure compliance with all legal and regulatory requirements. Supporting advisors in client meetings Contribute to the growth of departmental practices and strategies. Work closely with team members and other departments to improve systems and create processes that boost workflow and drive new business opportunities. Qualifications & Skills Bachelor's degree in Finance, Accounting, Economics, or a related field. Completion of or progress toward professional certifications such as CFP (Certified Financial Planner) is preferred. 3-5 years of prior experience in a financial planning or paraplanning role is highly desirable. Strong analytical skills with the ability to interpret financial data. Excellent communication and interpersonal skills (this is a client-facing role). Proficient in financial planning software (e.g., eMoney, MoneyGuidePro, etc.) is preferred. Ability to work independently and as part of a team in a fast-paced environment. Detail-oriented with strong organizational skills. Our firm does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role. Why Join Us? Competitive compensation structure 401(k) Plan with Employer matching Employer health savings account Medical & vision insurance Continuing education support We are passionate about our people. We invest a ton of time, energy and resources in our people. #J-18808-Ljbffr
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Senior Wealth Planning Associate
1 hour ago
Seattle, United States Composition Wealth Full timeAt Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Associate Financial Planner to join our growing team.Job Description:You will...
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Senior Wealth Planning Associate
2 days ago
Seattle, United States Composition Wealth Full timeAt Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Associate Financial Planner to join our growing team. Job Description: You will...
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Senior Wealth Planning Associate
2 weeks ago
Seattle, United States Composition Wealth, LLC. Full timeReports to : Director, Financial Planning Company Overview: At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail‑oriented Associate...
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Senior Wealth Planning Associate
5 hours ago
Seattle, United States Composition Wealth, LLC. Full timeReports to: Director, Financial Planning Company Overview:At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail‑oriented Associate Financial...
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Sr. Wealth Planning Associate
16 minutes ago
Seattle, United States Gaynor Staffing Full timeJob Title: Senior Wealth Planning Associate Location: SeattleJob Type: Full-time Salary: $120,000 - $160,000 Reports to: Director, Financial Planning Company Overview We are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity,...
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Wealth Planning Associate
3 weeks ago
Seattle, United States RBC Capital Markets, LLC Full timeJob Description What is the opportunity? As a Wealth Planning Associate with RBC Wealth Management, you will be part of the Wealth Planning Associate (WPA) Program. This is a 24-month development program designed to provide the knowledge and skills necessary to succeed at RBC. Upon completion of the program, you will have the opportunity to join a Financial...
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Wealth Planning Associate
2 weeks ago
Seattle, United States RBC Capital Markets, LLC Full timeJob Description What is the opportunity? As a Wealth Planning Associate with RBC Wealth Management, you will be part of the Wealth Planning Associate (WPA) Program. This is a 24-month development program designed to provide the knowledge and skills necessary to succeed at RBC. Upon completion of the program, you will have the opportunity to join a Financial...
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Wealth Planning Associate — Client Impact
2 days ago
Seattle, United States Composition Wealth Full timeA financial services firm in Seattle is seeking an Associate Financial Planner to support financial advisors in providing exceptional planning services. This role involves preparing financial plans, conducting research, and assisting in client meetings. Ideal candidates should possess a degree in finance or a related field, along with strong analytical and...
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Wealth Planning Associate — Client Impact
2 hours ago
Seattle, United States Composition Wealth Full timeA financial services firm in Seattle is seeking an Associate Financial Planner to support financial advisors in providing exceptional planning services. This role involves preparing financial plans, conducting research, and assisting in client meetings. Ideal candidates should possess a degree in finance or a related field, along with strong analytical and...
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Wealth Advisor
2 weeks ago
Seattle, Washington, United States Focus Partners Wealth Full timePosition SummaryFocus Partners Wealth is seeking a Wealth Advisor to join our team The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients' needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling client's financial...
