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Bellevue

    Financial Planner - Bellevue, WA, United States - CyberCoders

    CyberCoders background
    Accounting / Finance
    Description
    Bellevue, 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 achieve themAnalyze financial data and create detailed financial plansProvide timely and accurate financial advice to clientsIdentify risks and opportunities for financial growthDevelop innovative financial planning solutionsStay up to date on financial trends and regulationsQualifications:At least 5 years of experience in the financial field CFP (Certified Financial Planner)Estate PlanningSeries 7, 65, and 66 Certifications a plus AUM (Assets Under Management) Financial Planning experienceTrust/Estate Insurance services Experience BenefitsFull Health Benefits 401k matching PTO
    • Work Life Balance Life InsuranceEmployee Education Reimbursement Applicants must be authorized to work in the U.
    S.Preferred SkillsCFPEstateSeries 7Series 65Series 66AUMFinancial PlanningtrustInsuranceCertified Financial Planner


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