Financial Advisor - CFP at Jobot
Seattle, WA 98104
About the Job
Fantastic opportunity for a Certified Financial Planner to be a personal CFO and manage clients' wealth plans!
This Jobot Job is hosted by: Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $120,000 - $200,000 per year
A bit about us:
Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. For over two decades, our focus on teamwork and client satisfaction has driven our expansion to now managing over $19 billion AUM for our existing client base of over 4,000. We seek motivated individuals with a "How can I help?" mindset, eager to support and celebrate the achievements of clients and peers.
Why join us?
Each team member has an opportunity to own a part of our firm, which has earned countless Best Places to Work awards. Among the many benefits of our firm, we offer the following:
Job Details
Responsibilities:
Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $120,000 - $200,000 per year
A bit about us:
Our firm is an industry leader dedicated to fostering a remarkable environment where everyone can prosper. For over two decades, our focus on teamwork and client satisfaction has driven our expansion to now managing over $19 billion AUM for our existing client base of over 4,000. We seek motivated individuals with a "How can I help?" mindset, eager to support and celebrate the achievements of clients and peers.
Why join us?
Each team member has an opportunity to own a part of our firm, which has earned countless Best Places to Work awards. Among the many benefits of our firm, we offer the following:
- Lucrative payouts
- Profit Sharing
- Fully-paid health benefits
- Work/life balance
- Flexibility
Job Details
Responsibilities:
- Strategizes with the lead advisor providing an outstanding experience for clients by assisting with crafting, executing, and managing a wealth management strategy that aligns with their passions and goals.
- Utilizes internal and external resources to meet client needs in areas like Estate Planning, Tax Planning, Investment Management, Risk Management, and General Planning.
- Articulates our distinctive value proposition to potential clients and strives to position the firm as their trusted financial advisor.
Qualifications:
- Must be a Certified Financial Planner and minimum of a Bachelor's degree
- Have a minimum of 4 years of experience in financial and/or estate planning.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
120,000 - 200,000 /year
