Senior Associate Financial Planner - CFP & Series 7

Job Description

Job Description

Senior Associate Financial Planner | CFP & Series 7 Required | Bellevue, WA

High net worth clients do not just need someone to manage their money. They need someone who understands their life, anticipates their needs and gives advice that holds up when markets get uncomfortable.

This role is for the financial planner who is ready to work at that level.

A wealth advisory firm in Bellevue, Washington is looking for a Senior Associate Financial Planner to work directly with high net worth clients, support portfolio management and grow into an independent client relationship manager.

What you get:

• $75,000 to $83,000 a year
• A path to independent client relationship management
• Direct exposure to the Investment Committee and Chief Investment Officer
• A seat at the table on portfolio strategy, fund research and trading decisions
• A firm that gives you real responsibility and the autonomy to grow into it

What you will be doing:

• Assisting in preparing for and conducting client meetings including data gathering, agendas and Investment Policy Statements
• Delivering financial planning advice to high net worth clients
• Developing and managing ongoing client relationships independently
• Assisting with trading, rebalancing, tax loss harvesting and account management
• Conducting fund research under the guidance of the Chief Investment Officer
• Supporting the Investment Committee including portfolio reviews and facilitating dialogue
• Coordinating planning implementation with outside professionals as needed

What you need to bring:

• Series 7 and Series 66 FINRA registration or recognized equivalents
• CFP designation or other industry credentials
• Bachelor's degree
• Strong financial and analytical skills
• Self starter with strong attention to detail and ability to work independently
• Experience managing high net worth client relationships preferred