Financial Planning Lead — HNW Strategy & Tech Resource
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Rev Ops Careers is seeking a Financial Planning Lead to serve as a technical planning resource across the firm and help deliver high-quality financial planning experiences for high-net-worth individuals and families in Seattle. You will partner with advisors and the client experience team to develop plans, identify opportunities, and ensure consistency across planning processes.
The role requires a Bachelor's degree and CFP certification, with strong experience in financial planning software,
We are looking to fill the Financial Planning Lead — HNW Strategy & Tech Resource position at Rev Ops Careers in Seattle, WA, United States.
The Financial Planning Lead — HNW Strategy & Tech Resource position in the Finance field is open for applications.
We have an opening for a Financial Planning Lead — HNW Strategy & Tech Resource in Seattle, WA, United States within Finance.
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