Role OverviewA 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 Will Do
Assisting in preparing for and conducting client meetings, delivering financial planning advice, developing and managing ongoing client relationships independently, and supporting the Investment Committee.
Why It Might Be a Fit
This role is for the financial planner who is ready to work at a high level, with a path to independent client relationship management and direct exposure to the Investment Committee and Chief Investment Officer.
Requirements
- 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
Benefits
- $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
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