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Licensed Financial Planner (Series 7 & 66) | High-Net-Worth Clients

Talent Search PRO

Tukwila, Washington

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JOB DETAILS
SKILLS
Cash Management, Certified Financial Planner (CFP), Communication Skills, Customer Relations, Customer Support/Service, Customer/Client Research, Detail Oriented, Develop and Maintain Customers, Financial Analysis, Financial Planning, Financial Services, High Net Worth, Investment Funds, Investment Management, Organizational Skills, Research Skills, Sales Management, Series 66, Series 7, Service Delivery, Tax Accounting, Team Player, Wealth Management
LOCATION
Tukwila, Washington
POSTED
9 days ago
 

Senior Associate Financial Planner

Location: Tukwila, WA
Salary: $75,000–$83,000/year
Employment Type: Full-Time, Permanent

Join a collaborative wealth management team where you'll work closely with experienced advisors, build long-term client relationships, and play a key role in delivering financial planning services to high-net-worth individuals.

You'll support and deliver comprehensive financial planning by preparing for client meetings, managing investment portfolios, conducting financial analysis, and helping clients implement personalized wealth strategies.

Responsibilities

  • Partner with Financial Planners to prepare for and participate in client meetings.
  • Gather client data and prepare meeting agendas, financial planning documents, Investment Policy Statements, and asset allocation recommendations.
  • Analyze clients' financial situations and coordinate implementation of planning recommendations with outside professionals when needed.
  • Assist with trading, portfolio rebalancing, cash management, and tax-loss harvesting activities.
  • Deliver financial planning guidance to high-net-worth clients.
  • Develop and maintain ongoing client relationships while providing exceptional client service.
  • Help manage client portfolios alongside the Lead Financial Planner.
  • Support the Investment Committee with portfolio maintenance, model updates, trading, and account management.
  • Conduct investment fund research under the guidance of the Chief Investment Officer.
  • Coordinate portfolio reviews and help facilitate Investment Committee discussions.

Requirements

  • FINRA Series 7 and Series 66 licenses (or recognized equivalents).
  • Bachelor's degree.
  • CFP® certification or another relevant financial planning designation.
  • Strong financial analysis and investment knowledge.
  • Excellent organizational skills with strong attention to detail.
  • Ability to work independently while collaborating effectively with the advisory team.
  • Strong communication and relationship-building skills.

About the Company

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