- Provide comprehensive financial planning, wealth management, and advisory services to existing clients, focusing on high-net-worth individuals,
- Maintain strong relationships with clients to ensure their continued satisfaction and retention.
- Collaborate closely with the Investment Team to align investment strategies with client portfolio objectives.
- Engage in discussions about estate planning and coordinate with internal and external resources to fulfill client estate planning needs.
- Plan, facilitate, and deliver client meetings, ensuring effective communication and presentation of financial strategies.
- While not mandatory, pursue new business development opportunities as appropriate, leveraging existing capacity and interest.
- Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFP certification preferred).
- Demonstrates proficiency as a Financial Planner.
- Exhibits strong verbal and written communication skills, with meticulous attention to detail.
- Proficient in Microsoft Office Suite and CRM software such as Salesforce.
- Demonstrates drive and a client-first mindset in helping and serving others.
- Holds securities licenses, such as Series 65, as a plus.
- 100% medical, dental, and vision insurance.
- Paid time-offs, and holidays.
- 401k with matching.
-
Financial Planner
4 days ago
CyberCoders Bellevue, WA, United StatesBellevue, WA Full-time $135, $190,000.00Posted 05/01/2024We are an award winning financial advising firm always looking to innovate. We have a team of quality Certified Financial Planners and looking for more Key Responsibilities:Define financial goals and provide strategies to a ...
-
Financial planner
1 week ago
Nexus Solutions Marysville, United StatesThe PSD Bank RheinNeckarSaar eG is one of the top 100 cooperative banks in Germany with a balance sheet total of around 2.3 billion euros. As a specialist in real estate financing, we offer our customers competent advice at our locations in Stuttgart, Freiburg, and Saarbrücken – ...
-
Certified Financial Planner
4 days ago
TalentWealth Bellevue, United StatesAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of a Certified Financial Planner to join their te ...
-
Financial Planner
1 week ago
Northwestern Mutual Seattle, United States· Do you have great listening skills and a knack for developing effective strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for ...
-
Financial Planner
3 days ago
Northwestern Mutual - Puget Sound Seattle, United StatesJob Description · Job DescriptionDo you have great listening skills and a knack for developing effective strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advis ...
-
Financial Planner
1 week ago
Fidelity Investments Seattle, WA, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
-
Financial Planner
2 weeks ago
Fidelity Investments Seattle, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business m ...
-
Financial Planner
1 week ago
Ronald Blue & Co Bothell, United StatesJob Type · Full-time · Description · This position is located at our Seattle, WA office which is located at: 19820 North Creek Parkway , Suite 102, Bothell, WA 98011 · The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client info ...
-
Admissions Director
1 week ago
Sun City Post Acute Sun City, United StatesManage the admissions process efficiently to ensure a positive experience for residents, families and supporting staff. - Planning, directing and monitoring the daily operations of the Admissions Department to ensure that budgeted resident census goals are met and that residents ...
-
Associate Financial Advisor
5 days ago
TalentWealth Bellevue, United StatesAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their t ...
-
Planning Consultant
2 weeks ago
Fidelity TalentSource LLC Bellevue, United StatesJob Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy t ...
-
Planning Consultant
1 week ago
Fidelity TalentSource LLC Bellevue, United StatesJob Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy t ...
-
Planning Consultant
1 week ago
Fidelity Investments Bellevue, United StatesJob Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy th ...
-
Amazon Sales Coordinator
6 days ago
EPITEC Bellevue, United StatesThe Amazon Sales Coordinator will provide sales and account management support for the Amazon Sales Team. This hybrid position requires the Coordinator to work from the Bellevue office at least three days a week. · Primary Responsibilities · • Assist in research, reconciliation, ...
-
Registered Client Service Associate
1 week ago
Oppenheimer & Co Bellevue, United StatesWho We Are: · Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities bro ...
-
Associate Financial Advisor
1 week ago
TalentWealth Bellevue, United StatesAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their t ...
-
Regional Planning Consultant
5 days ago
Fidelity Investments Bellevue, United StatesJob Description: · Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? · Our Financial Planning offices are filled with energy and ...
-
Sales Representative
1 week ago
Transcend Solutions Bellevue, United StatesSales Representative · Length of Assignment: 6+ months · Location: Bellevue, WA · Schedule: Hybrid, 4 days/week on-site, 1 WFH · The Sales Coordinator will provide sales and account management support for our client's Amazon Sales Team. This hybrid position requires the coordina ...
-
Sales Account Manager
1 week ago
Harvey Nash Bellevue, United StatesSales Representative 3 (Client Sales Representative) · Bellevue, WA (Hybrid, 4 days/week on-site, 1 WFH) · 6 Months Contract · Job Description: · The Retail Sales Coordinator will provide sales and account management support for Client's Sales Team. This hybrid position requires ...
-
Supply Planner
6 days ago
Univar Solutions Bellevue, United States Full timeWe value passion, energy, and enthusiasm to ignite transformation in our industry. · Start your career journey with ChemPoint Be part of our team that is transforming the chemical, ingredient, and industrial finished products industry. · The primary purpose of the Supply Planner ...
Senior Financial Planner - Bellevue, United States - NW Recruiting Partners
Description
Job Description
Job DescriptionSenior Financial Planner
Bellevue, WA
Join an expanding independent advising firm as a Senior Financial Planner and leverage your financial planning expertise to serve high-net-worth clients. This firm stands out for its industry leadership and client-focused approach.
In this role, you will lead the team, enhance planning services, and drive initiatives for top-tier clients. Your role will be pivotal in providing tailored financial planning solutions, helping clients achieve their goals, and securing their financial future.
The ideal candidate will not only have industry experience, but looking to mentor a team, work closely with leadership and make an immediate impact in this atypical firm
Senior Financial Planner Responsibilities:
Senior Financial Planner Qualifications:
Company Benefits & Appreciation:
Compensation: $105k - $165k (DOE)