Senior Financial Planner

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NW Recruiting Partners

Senior Financial Planner

Bellevue, WA
Full Time
Paid
  • Responsibilities

    Senior 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:

    • 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.

    Senior Financial Planner Qualifications:

    • 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.

    Company Benefits & Appreciation:

    • 100% medical, dental, and vision insurance.
    • Paid time-offs, and holidays.
    • 401k with matching.

    Compensation: $105k - $165k (DOE)