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Senior Financial Planning Associate - HNW & Investments
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-14
Listing for:
COA Network Inc
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
COA Network Inc. is seeking an Assistant Financial Planner in Bellevue, WA to support the lead planner and prepare for client meetings.
You will assist with data gathering, meeting prep, asset allocation, and post-meeting tasks, ensuring accuracy and timely follow-through. The role involves client relationship development, investment account trades and rebalancing, and collaboration with the Investment Committee to review portfolios and research funds.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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