The Simmons Group
Overview
Join to apply for the
Associate Wealth Planner
role at
The Simmons Group . The Simmons Group is a financial advisory practice that works as advocates for high net-worth clients and their families. The team collaborates to exceed clients’ expectations. This position is on-site full-time in Seattle. 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 Qualifications
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 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 (CFP) Proficiency in Microsoft Excel Ability to multi-task and manage competing demands; strong 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; professional appearance and client-facing manner Detail-oriented with a commitment to accuracy, confidentiality, and high-quality work Compensation
$80,000 to $120,000 annually, DOE Benefits
Medical, Dental and Vision plans Health Savings Account (HSA) Short Term Disability (STD) Long Term Disability (LTD) Employee Assistance Program (EAP) Flexible Spending Account (FSA) 401k Retirement Plan Commuter Benefit Paid Time Off Paid Holidays Our company provides equal employment opportunity to all individuals regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable law.
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Join to apply for the
Associate Wealth Planner
role at
The Simmons Group . The Simmons Group is a financial advisory practice that works as advocates for high net-worth clients and their families. The team collaborates to exceed clients’ expectations. This position is on-site full-time in Seattle. 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 Qualifications
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 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 (CFP) Proficiency in Microsoft Excel Ability to multi-task and manage competing demands; strong 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; professional appearance and client-facing manner Detail-oriented with a commitment to accuracy, confidentiality, and high-quality work Compensation
$80,000 to $120,000 annually, DOE Benefits
Medical, Dental and Vision plans Health Savings Account (HSA) Short Term Disability (STD) Long Term Disability (LTD) Employee Assistance Program (EAP) Flexible Spending Account (FSA) 401k Retirement Plan Commuter Benefit Paid Time Off Paid Holidays Our company provides equal employment opportunity to all individuals regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable law.
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