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Senior Financial Planning Associate for HNW Clients
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-14
Listing for:
ExpertHiring
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Expert Hiring in Bellevue, Washington is seeking a Financial Planning Associate to support a Lead Financial Planner. You will prepare for client meetings, gather data, and help with Investment Policy Statements and asset allocation.
You will also assist in trading and rebalancing, and develop ongoing client relationships. Required FINRA Series 7 and 66, a BA/BS, CFP or equivalent, and strong analytical skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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