Wealth Planner - Seattle, Washington United States - 23823



JOB DESCRIPTION

Job #: 23823
Title: Wealth Planner
Job Location: Seattle, Washington - United States
Employment Type:
Salary: $85,000.00 - $95,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Wealth Planner - Boutique RIA - Seattle, WA - Relocation Assistance Available

~Newly created position due to company growth~

Boutique expanding RIA seeks Wealth Planner to develop financial plans for HNW clients. This is a client facing role offering solid base salary, bonus, and excellent benefits package.

JOB DESCRIPTION


*       Work closely with senior advisors to design and implement comprehensive financial plans
*       Prepare and present seminars and work with financial planning team to develop training material and conduct research
*       Position reports to Director of Planning and offers strong career track within the firm

 

QUALIFICATIONS

Requires 3-5 years’ experience in addition to a CFP or CPA.

APPLY NOW FOR THIS JOB

Our recruiters are currently seeking to fill this position and hundreds like this in our network. If you are a match you'll be contacted with additional details.

We value your privacy and will never share your information with any employer without your consent.

Send your profile and resume to the recruiter who posted this job. You may include a cover letter to introduce yourself.

Cover Letter Text:

5,000 character limit