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Senior Financial Planner High-Net-Worth Clients
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-07-06
Listing for:
JCW Group
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
JCW Group is seeking a Financial Planner in Seattle, Washington, to enhance the planning experience for high-net-worth clients. The role involves preparing financial plans, identifying planning opportunities, and providing expert guidance in various planning disciplines.
The ideal candidate will hold a Bachelor's degree and CFP® certification, have strong communication skills, and will work closely with advisors to deliver exemplary service and ensure client satisfaction.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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