Job #: 23823
Title: Wealth Planner
Job Location: Seattle, Washington - United States
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~ JOB DESCRIPTION
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.
* 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
Requires 3-5 years experience in addition to a CFP or CPA.
How to Apply: