Senior Financial Planner
NW Recruiting Partners
- Bellevue, WA
- $105,000-165,000 per year
- Permanent
- Full-time
- 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.