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Financial & Tax Planner – Hybrid, Tax Lead, Path
Remote / Online - Candidates ideally in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-06-05
Bellevue, King County, Washington, 98009, USA
Listing for:
Retirement Resource Center, LLC.
Full Time, Remote/Work from Home
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
Retirement Resource Center, LLC. in Bellevue, WA, is looking for a dedicated professional to support financial planning and tax preparation. This role involves working closely with lead advisors, utilizing tools like eMoney and Holistiplan to build client financial plans. A hybrid schedule is offered, with in-office work Tuesday to Thursday and remote work options on Mondays and Fridays.
The ideal candidate will have 2+ years of experience, strong communication skills, and a desire for professional development with CFP support. Compensation ranges from $80,000 to $100,000 annually.
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