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Director, Wealth Planning & Client Strategy
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-21
Listing for:
WaFd Bank
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Manager -
Management
Wealth Management, Financial Manager
Job Description & How to Apply Below
WaFd Bank is seeking a Director of Financial Planning in Seattle, WA. This role leads the financial planning function and oversees a team responsible for client financial plans. The director will ensure quality, consistency, and premium client experiences while developing team capabilities.
Key responsibilities include managing planning workflows, training team members, and producing comprehensive financial plans. Ideal candidates should have strong analytical skills and a CFP certification, coupled with leadership experience in financial planning.
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