Address
Form of work
SalaryQualification:
- Candidates must have a four-year degree and the CFP designation
- 7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
- Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
- Unquestioned commitment to integrity in personal and professional activities
- Highly motivated with ability to function well in a fast-paced environment
- Self-starter by nature
- Excellent organizational, leadership, communication and presentation skills
- Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
Job Type: Full-time
Pay: $150,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Parental leave
- Vision insurance
Compensation package:
- Bonus opportunities
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
- Office
Application Question(s):
- Are you a US Citizen?
- Are you a Green Card Holder?
- What is your email address/email ID?
- What is your Current Location? Mention the location with zip code
- What would be your notice period if offered?
- What is your expected salary for full time per annum?
- What is the reason for a job change from your current employment?
Experience:
- Financial services: 7 years (Preferred)
Ability to Relocate:
- Seattle, WA: Relocate before starting work (Required)
Work Location: In person
