Licensed Financial Planner (Series 7 & 66)
$75k - $83kTalent Search PRO
Job Description
Job Description
Senior Associate Financial Planner
Location: Tukwila, WA
Salary: $75,000–$83,000/year
Employment Type: Full-Time, Permanent
Join a collaborative wealth management team where you'll work closely with experienced advisors, build long-term client relationships, and play a key role in delivering financial planning services to high-net-worth individuals.
You'll support and deliver comprehensive financial planning by preparing for client meetings, managing investment portfolios, conducting financial analysis, and helping clients implement personalized wealth strategies.
Responsibilities- Partner with Financial Planners to prepare for and participate in client meetings.
- Gather client data and prepare meeting agendas, financial planning documents, Investment Policy Statements, and asset allocation recommendations.
- Analyze clients' financial situations and coordinate implementation of planning recommendations with outside professionals when needed.
- Assist with trading, portfolio rebalancing, cash management, and tax-loss harvesting activities.
- Deliver financial planning guidance to high-net-worth clients.
- Develop and maintain ongoing client relationships while providing exceptional client service.
- Help manage client portfolios alongside the Lead Financial Planner.
- Support the Investment Committee with portfolio maintenance, model updates, trading, and account management.
- Conduct investment fund research under the guidance of the Chief Investment Officer.
- Coordinate portfolio reviews and help facilitate Investment Committee discussions.
- FINRA Series 7 and Series 66 licenses (or recognized equivalents).
- Bachelor's degree.
- CFP® certification or another relevant financial planning designation.
- Strong financial analysis and investment knowledge.
- Excellent organizational skills with strong attention to detail.
- Ability to work independently while collaborating effectively with the advisory team.
- Strong communication and relationship-building skills.
Vacancy posted a month ago
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