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Director of Wealth Planning
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-01-04
Listing for:
The Well
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant -
Management
Wealth Management
Job Description & How to Apply Below
A growing wealth management firm is looking for a Director of Financial Planning and Analysis to lead a team of Financial Planners. In this role, you will set standards for planning excellence and shape the firm's future planning practices. The ideal candidate will have extensive experience in financial planning and client acquisition, coupled with strong leadership skills. This position is perfect for those who want to make a significant impact while focusing on client outcomes and collaboration across teams.
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