Financial Planning Associate (Wealth Management)

Job Description

Job Description

Location: Seattle

Job Type: Full-time

Reports to : Director, Financial Planning

Company Overview: Our client company is a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. They value integrity, excellence, and nimbleness and are seeking a skilled and detail-oriented Associate Financial Planner to join our growing team. This is a Hybrid role (3 days in office). We are only looking at local candidates - NO RELOCATION ASSISTANCE OFFERED AND NO VISA CANDIDATES REGARDLESS OF STATUS PLEASE .

Job Description: You will support our financial advisors in delivering exceptional financial planning services to our clients. You will assist in preparing and maintaining financial plans, conducting research, and helping our effort toward internal continuing education. This role is ideal for someone who is looking to develop their career in financial planning while working alongside experienced professionals in the wealth management field.

Key Responsibilities:

• Assist in the preparation of financial plans, including gathering and analyzing client data.
• Prepare financial plan presentations and reports for clients – attention to detail and accuracy are paramount.
• Maintain and convey knowledge of industry trends, regulations, and financial products.
• Work closely with financial advisors to implement and review client financial strategies.
• Ensure compliance with all legal and regulatory requirements.
• Supporting advisors in client meetings
• Contribute to the growth of departmental practices and strategies.
• Work closely with team members and other departments to improve systems and create processes that boost workflow and drive new business opportunities.

Qualifications & Skills:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Completion of or progress toward professional certifications such as CFP (Certified Financial Planner) is preferred.
• 3-5 years of prior experience in a financial planning or paraplanning role is highly desirable.
• Strong analytical skills with the ability to interpret financial data.
• Excellent communication and interpersonal skills (this is a client-facing role).
• Proficient in financial planning software (e.g., eMoney, MoneyGuidePro, etc.) is preferred.
• Ability to work independently and as part of a team in a fast-paced environment.
• Detail-oriented with strong organizational skills.
• They do not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role. NO Visas of any kind please.

Why Join?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• Employer health savings account
• Medical & vision insurance
• Continuing education support
• They’re passionate about their people and invest a ton of time, energy and resources in their people.

Gaynor Staffing & Consulting is the right choice whether you are seeking a new employee for your company or you are a candidate looking for the right position. Christie brings over 20 years of experience working across multiple industries. She is compassionate, listens and values open communication to ensure a client’s and candidate’s needs are met. She is proud of the loyal relationships she has developed over the years as a trusted partner for her client’s staffing needs and she believes in finding long-term work homes for the candidates she works with.

Company Description

Gaynor Staffing & Consulting is the right choice whether you are seeking a new employee for your company or you are a candidate looking for the right position. Christie brings over 20 years of experience working across multiple industries. She is compassionate, listens and values open communication to ensure a client’s and candidate’s needs are met. She is proud of the loyal relationships she has developed over the years as a trusted partner for her client’s staffing needs and she believes in finding long-term work homes for the candidates she works with.