Financial Advisor

Your Experience:

• 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

Salary: $150,000.00 - $190,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Life 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)

License/Certification:

• CPF Designation (Preferred)

Ability to Commute:

• Seattle, WA 98101 (Preferred)

Ability to Relocate:

• Seattle, WA 98101: Relocate before starting work (Preferred)

Work Location: In person