Associate Wealth Planner

Salary :

$80,000 - 120,000 yearly

Company : All Things Hr

Job Type : Full Time

Seattle, Wa

Job Description - Associate Wealth Planner

Associate Wealth Planner
The Simmons Group - Seattle, WA

The Simmons Group is a financial advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and strive to exceed our clients’ expectations.

The Simmons Group is seeking an Associate Wealth Planner to join our independent and seasoned financial advisory group. The ideal candidate will be an energetic professional who cares about the quality of their work, enjoys working in collaboration within a team, and offers strong listening and communication skills. To be successful in the Associate Wealth Planner role, candidates must be detail oriented, organized, and have an analytical mindset. This position will work on-site full-time in our Seattle office.

At The Simmons Group, we believe that each of our associate’s interest in personal and professional development is critical to our ongoing and continued success. This opportunity provides excellent potential for career advancement within our team.

Some of the Key Responsibilities of the Associate Wealth Planner:

Support the financial advisors and consultants through the financial planning process
Collaborate with financial advisors and consultants to prepare and update comprehensive financial plans, including cash flow analysis, retirement projections, tax strategies, and estate planning
Conduct research and analysis on investment opportunities, asset allocation strategies, and financial products
Prepare client deliverables and meeting materials as needed
Gather and organize client data and financial information to support the development of comprehensive financial plans
Ensure compliance with firm policies and regulations
Stay up to date with tax law changes, investment strategies, and financial planning trends
Develop and maintain a foundational understanding of financial planning, investments, insurance, and financial markets to support client solutions and planning strategies

What the successful Associate Wealth Planner will have:

Bachelor’s degree in Finance, Economics, Accounting, Business, or related field required
0–3 years of experience in wealth management, financial planning, or investment research
Knowledge of core financial planning competencies, including cash flow and retirement planning, insurance and risk management, estate planning, and tax strategy, and their role in supporting a client’s long-term financial goals
Series 7 (or willing to attain in the first 6 months of employment)
Series 65/66 (or willing to attain in the first 6 months off employment)
CERTIFIED FINANCIAL PLANNER®
Proficiency in Microsoft Excel
Ability to multi-task and manage competing demands; proven organizational and prioritizing abilities
Self-motivated with the ability to work independently and in collaboration with the firm’s leadership, team, and peers
Dependable, trustworthy, and dedicated
Maintain a professional appearance, address clients in a friendly, sincere, and professional manner
Detail oriented and demonstrates a commitment to accuracy, confidentiality, and delivers high quality work consistently

Compensation Range:

$80,000 to $120,000 annually, DOE

Benefits:

Medical, Dental and Vision plans
Health Savings Account (HSA)
Short Term Disability plan (STD)
Long Term Disability plan (LTD)
Employee Assistance Program (EAP)
Flexible Spending Account (FSA)
401k Retirement Plan
Commuter Benefit
Paid Time Off
Paid Holidays

To learn more, please visit: www.the-simmons-group.com

The Simmons Group has partnered with All Things HR, an external HR consulting company, to assist with their recruitment process. If you would like to be a part of this dynamic team, please apply today!

Our company provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

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All Things Hr

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Associate Wealth Planner

Job Description - Associate Wealth Planner

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