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Senior Wealth Planner – Client-Focused Financial Strategy

Job in Seattle, King County, Washington, 98127, USA
Listing for: Gaynor Staffing
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services provider in Seattle is seeking a Senior Wealth Planning Associate to support financial advisors in delivering top-tier services. The role involves preparing financial plans, conducting research, and assisting in client meetings. Ideal candidates will have a Bachelor's degree in Finance or related fields, 3-5 years' experience, and strong analytical skills. Benefits include competitive compensation, 401(k) matching, and health insurance.

Join a talented team committed to client success and professional growth.
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Position Requirements
10+ Years work experience
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