Wealth Planning Associate — Client-Focused
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-28
Listing for:
Gaynor Staffing
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Gaynor Staffing is looking for a Wealth Planning Associate in Seattle to support financial advisors in delivering exceptional financial planning services. The ideal candidate will help prepare and maintain financial plans and conduct necessary research.
With a bachelor's degree in finance or a related field and 3-5 years of relevant experience, the candidate will contribute significantly to the wealth management team by implementing client strategies and ensuring compliance with regulatory requirements.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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