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Wealth Planner
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How to Apply:


Job Location: Seattle, WA
JOB DESCRIPTION

Job #: 23823
Title: Wealth Planner
Job Location: Seattle, Washington - United States
Employment Type:
Salary: $85,000.00 - $95,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Wealth Planner - Boutique RIA - Seattle, WA - Relocation Assistance Available

~Newly created position due to company growth~

Boutique expanding RIA seeks Wealth Planner to develop financial plans for HNW clients. This is a client facing role offering solid base salary, bonus, and excellent benefits package.

JOB DESCRIPTION


* Work closely with senior advisors to design and implement comprehensive financial plans
* Prepare and present seminars and work with financial planning team to develop training material and conduct research
* Position reports to Director of Planning and offers strong career track within the firm

QUALIFICATIONS

Requires 3-5 years experience in addition to a CFP or CPA.




How to Apply:


 
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