CFP Financial Planner — Premium Client Planning
WaFd Bank
WaFd Bank is looking for a Financial Planner who is a CFP® professional to join their dedicated team. This role involves executing the structured planning process, ensuring high-quality client experience, and maintaining regulatory compliance. The ideal candidate will demonstrate strong analytical skills, proficiency with RightCapital, and excellent communication abilities. You will support the Financial Planning team in creating detailed financial plans and training new analysts. #J-18808-Ljbffr WaFd Bank
Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the CFP Financial Planner — Premium Client Planning in Seattle, WA vacancy
$100k - $250k
...Seattle, is looking for experienced Financial Advisors to join our fast-growing... ...high-quality advice and service to clients. The ideal candidate will have a four-year degree, CFP designation, and at least 7 years in financial planning. This role entails onboarding clients...Suggested$36.06 - $60.96 per hour
....06/Hr.MaxUSD $60.96/Hr.Job SummaryThe Financial Planner is a CFP professional who works alongside a dedicated team of financial planning support staff. This role participates in... ...to ensure consistency, quality, and a premium client experience across all planning engagements...SuggestedWork at officeWaFd Bank
Seattle, WA1 day ago- Mainspring Wealth Advisors, LLC seeks an experienced Wealth Advisor to deliver comprehensive financial planning and personalized wealth management while serving clients and the community. The role emphasizes teamwork, client service, and strong work ethic. Responsibilities...Suggested
- ...Misch Group is seeking an experienced Financial Advisor to join our independent... ...team in Washington. You will guide clients through comprehensive planning, retirement income strategies, and ongoing... ..., small-team environment. CFP with Series 7/66 or equivalent, and...Suggested
- ...Advisor to manage and grow relationships with its high-value clients. The role offers significant autonomy and a warm referral pipeline... ...65 or 66 license, and has a client-centric approach to wealth planning. CFP/CFA/CPWA is a plus; experience with 401(k) plans is helpful....SuggestedRemote jobFlexible hours
- ...experienced paraplanner. The role supports advisors through client meetings, transaction processing, documentation, and follow-up... ...should be licensed (Series 7/66 preferred) and have experience in financial planning or wealth management. The team emphasizes professionalism,...
- ...Wealth Advisors in Seattle is seeking an experienced Paraplanner who is licensed to join our team. This role supports financial advisors through client meetings, transactions, documentation, and follow-up to ensure accurate and timely service. The ideal candidate has Series...
$129k - $238k
...relationships with high-net-worth clients. Manages client relationships... ...to meet complex client financial needs. This position requires... ...simple to intermediate estate planning, tax planning and advanced investment... ...investment management skills.CFP, CIMA, CPWA, ChFC, CTFA, CPA,...Full timeImmediate startColumbia Bank
Seattle, WA2 days ago- ...Senior Financial Planner At Range, we're building towards a world where... ...Investments, taxes, retirement, estate planning, all in one platform instead... ...Certified Financial Planner (CFP), Certified Public Accountant... ...~6-9+ years experience in a client-facing financial services...Work at officeRelocationMonday to Friday
Range
Bellevue, WA3 days ago $116k - $216k
...Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and... ...team, including trust, investment and planning strategists, based on complexity of the... ...License S65 (preferred)Certified Financial Planner (CFP) (preferred)Certified Investment Management...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shiftKeyBank
Seattle, WA1 day ago$185k - $250k
.... You lead every stage of our client experience, from the first Framing... ...in Parcion's client process Plan and facilitate family meetings... ..., 529s) Series 65 or 66 CFP® strongly preferred (CFA®, CPWA... ...years of billing Fully paid premiums for medical, dental, vision, short...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- J.P. Morgan Chase is seeking a Private Client Advisor in Mercer Island, WA to provide comprehensive financial planning and advice. This role demands a solid understanding of financial markets and the integrity to prioritize client needs. A successful candidate should have...
$90k - $185k
...creators with complex financial lives, delivering integrated... ...across investments, planning, and legacy... ...as a trusted partner to clients, supporting them before... ...required to apply) Holds a CFP®, CFA®, CIMA®, or other... ...~ Benefits: Fully paid premiums for medical/dental/vision...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hoursParcion Private Wealth
Bellevue, WA10 days ago$76.5k - $90k
...amplify and simplify their financial lives by integrating financial planning, investment management,... ...legally bound to act in our clients' best interests — always.... ...training of Financial Planner I, II, or III:Reviewing plans... ...Financial Planner (CFP®) designation or must have...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Our client, a growing Registered Investment Advisor (RIA) in Seattle... ...Paraplanner to support their financial planning practice and advisory team.... ...toward becoming a Financial Planner. What You’ll Do Build and maintain... ...or wealth management CFP certification in progress or...
$82k - $95k
...Advisors | Seattle, WA | In-Office Support advisors and clients through meaningful financial planning and exceptional execution. Paragon Wealth Advisors, a... ...preferred Bachelor’s Degree is required to pursue and maintain CFP certification in the future. Prior experience as a...Private practiceWork at officeImmediate startHome office$75k - $83k
...seeking a Senior Associate Financial Planner for our wealth management firm... ...who currently have a CFP® (or equivalent), who thrive... ..., we emphasize care for our clients and are looking for planners... ...management, and general financial planning is expected. The Financial Planner...Full timeWork at officeMainspring Wealth Advisors LLC
Bellevue, WA4 days ago- ...Job Description Associate Financial Planner Mainspring Wealth Advisors... ...towards, or currently have a CFP® (or equivalent), which... ..., we emphasize care for our clients and are looking for planners... ...management, and general financial planning is expected. The Financial...Full timeWork at office
Mainspring Wealth Advisors LLC
Seattle, WA4 days ago - Bank of America is looking for a Financial Advisor based in Bellevue, Washington. The role includes providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions. Responsibilities involve triaging client leads, reviewing...
- Equitable Advisors seeks driven financial professionals in the United States to become wealth managers through licensing and employment. This role emphasizes client engagement, strategic financial planning, and product guidance in an in-office setting with mentorship and...Work at office
- ...approach to wealth management, helping clients connect their financial decisions to the life they want to... ...providing disciplined investment and planning guidance. The team works closely with... ...~ Bachelor’s degree required. ~ CFP, CFA, CPA, or JD preferred. ~ Series...Work at officeRemote work
Judson Group
Bellevue, WA4 days ago - ...Seattle, WA Our client is a rapidly growing Registered... ...areas of advanced planning: wealth enhancement,... ...’s degree. Strong financial planning acumen with 3... ...CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other... ...Benefits: Fully paid premiums for medical/dental/vision...Full timeTemporary workWork at office
Next Level Recruiting, LLC
Seattle, WA1 day ago $157.23k - $192.17k
...serve to make better and smarter financial decisions and enabling the... ...Management (PWM) helps clients identify and achieve their financial... ...on wealth and estate planning, investments, banking, credit... ...Professional designation such as CFA or CFP is preferredThis role is...Full timeWork experience placementLocal area3 days per weekUS Bank
Bellevue, WA1 day ago- JPMorgan Chase & Co. in Seattle invites an experienced Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build and manage a client book, partner with specialists, and provide guidance...
- ...Seattle, WA On-site ISC's Financial Services Recruiting Team is... ...generational families. Our client is seeking an Associate Advisor... ...play a key role in financial planning, investment analysis, client meeting... ...required. ~ Progress toward CFP®, CFA®, CIMA®, CAIA®, or...Full timeFor contractorsWork at office
International Search Consultants
Seattle, WA3 days ago $80k
...Corporate Search is recruiting a Financial Advisor for a confidential,... ...provides comprehensive financial planning and wealth management services... ...in financial planning and client service and is ready to continue... ...client relationship. ~ CFP designation or appropriate securities...Full timeSeattle Corporate Search
Bellevue, WA1 day ago$157.23k - $192.17k
...serve to make better and smarter financial decisions and enabling the... ...Management (PWM) helps clients identify and achieve their financial... ...on wealth and estate planning, investments, banking, credit... ...Professional designation such as CFA or CFP is preferredThis role is...Full timeWork experience placementLocal area3 days per weekUS Bank
Seattle, WA2 days ago$116k - $216k
...WashingtonJob SummaryThe Estate Planning Advisor provides... ...strategies, ensuring clients preserve their legacies... ...closely with legal experts, financial advisors, and the Key... ...with KPB Wealth Planners to create/deliver comprehensive... ...Financial Planner (CFP) (preferred)Licensed Attorney...Full timeWork at officeFlexible hoursNight shiftKeyBank
Seattle, WA1 day ago$140k - $200k
...skilled Wealth Advisor/Planner. This role is a direct... ...an established group of clients, providing exceptional... ...understanding of each client's financial circumstances, family... ...a broad range of planning considerations, including... ...& Qualifications CFP® certification preferred...Permanent employmentWork at officeMonday to FridayAston Carter
Bellevue, WA1 day ago- ...long-term relationships with clients. The role partners closely with... ...to develop personalized financial strategies and help clients make... ...together holistic financial planning, access to institutional quality... ...experience preferred ~ CFP®, CFA, or other professional...
Beacon Pointe Advisors
Seattle, WA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CFP Financial Planner — Premium Client Planning. Be the first to apply!
Related searches
- oracle cloud financials consultant Seattle, WA
- senior wealth advisor Seattle, WA
- financial advisor training program Seattle, WA
- project finance associate Seattle, WA
- financial consultant Seattle, WA
- financial associate Seattle, WA
- entry level financial advisor Seattle, WA
- junior oracle financial functional consultant Seattle, WA
- jde finance consultant Seattle, WA
- wealth advisor associate Seattle, WA