Senior Financial Planner Associate — HNW Wealth & Planning
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-06-20
Listing for:
Talent Search PRO
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
Talent Search PRO is looking for a detail-oriented Sr. Associate Financial Planner in Bellevue, WA. You'll work directly with high-net-worth clients to provide comprehensive financial planning, investment management, and client relationship development. The role involves preparing for meetings, analyzing financial situations, and managing client portfolios.
The ideal candidate holds a bachelor's degree in a relevant field, active FINRA licenses, and ideally a CFP designation. Join a collaborative team offering long-term career potential in a growing wealth management practice.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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