Wealth Planning Associate — CFP-Path & Client Impact
$90k - $115kCyberCoders
CyberCoders in Seattle is seeking a Wealth Planning Associate to enhance financial planning solutions and collaborate with advisors. This role requires a Bachelor's degree in Finance or a related field and 3+ years of experience. You will assist in financial modeling, client documentation, and maintaining up-to-date financial knowledge in a team-oriented culture. The position offers competitive compensation between $90K-$115K and multiple benefits to encourage professional development. #J-18808-Ljbffr CyberCoders
Vacancy posted 3 days ago
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