Financial Planning Strategist

Seattle, OR - USA

Monthly Salary: Not Disclosed

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

What Youll Do:

Our advisors bring on thousands of new clients on an annual basis. Every new client receives tailored financial planning advice to help them navigate their goals. This is achieved through the members of our centralized planning department partnering with the advisors to analyze client financial data and create tailored financial strategies for new clients.
You will serve as an expert in all areas of financial planning (cash flow retirement investments tax planning estate planning and risk management) when partnering with the advisors on new client cases.
Review client documents (investment statements tax returns insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
Each Financial Planning Strategist is responsible for completing hundreds of new client cases each year. This will require strong attention to detail the ability to stay organized and leverage technology to maximize efficiency when managing workflow.

Why Youll Love This Role:

Impact Youll see the direct results of your work as families gain financial peace of mind.
Growth Clear career paths mentorship and training to help you advance within the company.
Variety Every client story is unique so no two days are ever the same.
Culture Were collaborative fun and passionate about doing the right thing-for our clients and for the company.

What Were Looking For:

Bachelors degree in business finance or related field. Advanced certifications a plus.
CFP designation required (or actively working toward obtaining the CFP designation*).

*Must be obtained within 18 months from being hired into the position

5 years experience in financial services (minimum of 2 years required) or equivalent experience in a client-facing role involving strategic analysis and proposals.
Comprehensive knowledge of financial planning tax strategies investments and risk management.
Tech-savvy with financial software (eMoney Excel & Salesforce).

What Youll Do: Our advisors bring on thousands of new clients on an annual basis. Every new client receives tailored financial planning advice to help them navigate their goals. This is achieved through the members of our centralized planning department partnering with the advisors to analyze clien...

What Youll Do:

Our advisors bring on thousands of new clients on an annual basis. Every new client receives tailored financial planning advice to help them navigate their goals. This is achieved through the members of our centralized planning department partnering with the advisors to analyze client financial data and create tailored financial strategies for new clients.
You will serve as an expert in all areas of financial planning (cash flow retirement investments tax planning estate planning and risk management) when partnering with the advisors on new client cases.
Review client documents (investment statements tax returns insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
Each Financial Planning Strategist is responsible for completing hundreds of new client cases each year. This will require strong attention to detail the ability to stay organized and leverage technology to maximize efficiency when managing workflow.

Why Youll Love This Role:

Impact Youll see the direct results of your work as families gain financial peace of mind.
Growth Clear career paths mentorship and training to help you advance within the company.
Variety Every client story is unique so no two days are ever the same.
Culture Were collaborative fun and passionate about doing the right thing-for our clients and for the company.

What Were Looking For:

Bachelors degree in business finance or related field. Advanced certifications a plus.
CFP designation required (or actively working toward obtaining the CFP designation*).

*Must be obtained within 18 months from being hired into the position

5 years experience in financial services (minimum of 2 years required) or equivalent experience in a client-facing role involving strategic analysis and proposals.
Comprehensive knowledge of financial planning tax strategies investments and risk management.
Tech-savvy with financial software (eMoney Excel & Salesforce).