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Senior Family Wealth Planner
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-06
Listing for:
Brighton Jones LLC
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Brighton Jones LLC is seeking a Financial Planner in Seattle, WA to act as the first point of contact for client communications and strategize with the Lead Advisor. Responsibilities include reviewing client portfolios, preparing deliverables, and providing analysis on financial topics.
The ideal candidate has 4+ years of financial planning experience and holds a CFP®, CPA, CFA, or JD designation. This in-office, full-time role offers a flexible work culture and a competitive compensation package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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