Sr. Associate Financial Planner
NPAworldwideSeattle, 98188, WA, Washington, USAjob_description.job_card.variable_days_ago
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionAssist Financial Planner in preparing for and conducting client meetings, regularly monitoring clients’ financial situations with attention to detail and accuracy. Involvement in all aspects of pre-client meeting activities, including data gathering, preparation of meeting agendas, client paperwork, Investment Policy Statements, and asset allocation. Post-client meeting tasks, including performing financial situation analysis and coordinating planning implementation with outside professionals if necessary. Assist in trading and rebalancing of client investment accounts (including one-off trades, raising cash, bi-weekly rebalances, and tax loss harvesting). Deliver financial planning advice for high-net-worth clientele. Develop and manage ongoing client relationships independently. Portfolio maintenance and management in conjunction with the Lead Financial Planner. Support role on the Investment Committee, adding accounts to models, trading, rebalancing, and tax loss harvesting using proprietary software. Conduct ongoing fund research under the guidance of the Chief Investment Officer for updates to models and fund swaps. Coordinate portfolio reviews under the guidance of the Investment Committee, building agendas and helping facilitate dialogue.
Financial Planning,Investment Management,Client Relationship Management
- Required FINRA registration, including Series 7 and 66 (or FINRA recognized equivalents).
- B.A. or B.S. degree.
- CFP® or other industry designations / credentials.
- Self-starter, organized with strong attention to detail.
- Strong financial and analytical skills.
- Able to work independently and keep the Planner aware of progress and hurdles.
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Financial Planner • Seattle, 98188, WA, Washington, USA