Associate Financial Planner

Job Title: Sr. Associate Financial Planner
Job Location: Bellevue, WA
Job Type: Full-Time

Job Description:

• Assist Financial Planner in preparing for and conducting client meetings and regularly monitor clients' financial situations with attention to detail and accuracy.
• Involvement in all aspects of pre-client meeting activities, including data gathering, preparation of meeting agendas, client paperwork, Investment Policy Statements, and asset allocation.
• Post-client meeting tasks, including performing financial situation analysis and coordinating planning implementation with outside professionals if necessary.
• Assist in trading and rebalancing of client investment accounts (including one-off trades, raising cash, bi-weekly rebalances, and tax loss harvesting).
• Deliver financial planning advice for high-net-worth clientele.
• Develop and manage ongoing client relationships independently.
• Portfolio maintenance and management in conjunction with the Lead Financial Planner.
• Support role on the Investment Committee.
• Adding accounts to models, trading, rebalancing, and tax loss harvesting using proprietary software.
• Conducting ongoing fund research under the guidance of the Chief Investment Officer for updates to models, fund swaps.
• Coordinating Portfolio reviews under the guidance of the Investment Committee.
• Building agendas and helping facilitate dialogue