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All Things HR, LLC · 4 months ago

Associate Wealth Planner

Seattle, WA

Full-time

Onsite

New Grad, Entry Level

$80K/yr - $120K/yr

0+ years exp

The Simmons Group is a financial advisory practice that advocates for high net-worth clients and their families. They are seeking an Associate Wealth Planner to support financial advisors in preparing and updating comprehensive financial plans, conducting research on investment opportunities, and ensuring compliance with firm policies.

ConsultingEmployee BenefitsHuman ResourcesProfessional ServicesRisk Management

Responsibilities

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

Qualification

Financial planningInvestment researchSeries 7 certificationSeries 65/66 certificationMicrosoft ExcelCash flow analysisRetirement planningTax strategyEstate planningAnalytical mindsetDetail orientedOrganizational skillsTeam collaborationCommunication skills

Required

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 of 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