The Well Recruiting Solutions
Financial Planning Associate
The Well Recruiting Solutions, Spokane, Washington, United States, 99254
The Well Recruiting Solutions provided pay range
This range is provided by The Well Recruiting Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $115,000.00/yr
Additional compensation types
Annual Bonus
Direct message the job poster from The Well Recruiting Solutions
Relationship Builder | Candidate Focused | Beach Lover On behalf of our client, one of the nation’s fastest-growing RIAs, we’re seeking a
Sr Financial Planning Associate
to join their expanding team in
Dallas, TX
(other locations considered include Greenwood Village or Colorado Springs, CO, Spokane, WA and Newtown or Mechanicsburg, PA)
Why Join?
Award-winning culture
– Recognized as a top RIA firm
Rapid growth & stability
– 53 offices nationwide, 300+ employees, and consistently named to the Inc. 5000 list
Client-first approach
– Deliver comprehensive financial planning and build deep, lasting client relationships
Career development
– A servant-leadership culture that invests in your long-term success
What You’ll Do
Generate specific
planning recommendations and next steps
that advisors and clients can use while designing financial plans or evaluating the plans designed by Paraplanning Associates
Projects will include the transition support of client data from alternative planning tech tools to the
eMoney
license
Provide advanced planning support across
retirement income planning, tax planning, estate/legacy planning, insurance planning, and education planning , for advisors who are working to illustrate planning techniques to clients.
Support advisors who need tech tool assistance such as making or amending connections, sharing client profiles with supporting staff, or amending advisor ownership of clients within the tools.
Financial planning content creation for website and social media
What You Bring
Extensive experience in income tax planning or estate planning experience
eMoney experience (certification a big plus) required
Active Series 65/66 license and CFP® designation
5+ years of plan design, including advisor support
Strong financial planning expertise and
exceptional communication skills
Investment industry experience including SIE, Series 7, and Series 66 licenses. Ability to earn such licenses encouraged
Comprehensive health, dental, and vision insurance (health paid 100% by employer)
401(k) with company match
On-site in locations listed above
with hybrid flexibility after 6 months
If you’re ready to grow with an award-winning firm and make a lasting impact on clients’ financial futures, let’s connect!
Seniority level
Associate
Employment type
Full-time
Job function
Finance
Financial Services and Investment Management
Referrals increase your chances of interviewing at The Well Recruiting Solutions by 2x
#J-18808-Ljbffr
Base pay range $100,000.00/yr - $115,000.00/yr
Additional compensation types
Annual Bonus
Direct message the job poster from The Well Recruiting Solutions
Relationship Builder | Candidate Focused | Beach Lover On behalf of our client, one of the nation’s fastest-growing RIAs, we’re seeking a
Sr Financial Planning Associate
to join their expanding team in
Dallas, TX
(other locations considered include Greenwood Village or Colorado Springs, CO, Spokane, WA and Newtown or Mechanicsburg, PA)
Why Join?
Award-winning culture
– Recognized as a top RIA firm
Rapid growth & stability
– 53 offices nationwide, 300+ employees, and consistently named to the Inc. 5000 list
Client-first approach
– Deliver comprehensive financial planning and build deep, lasting client relationships
Career development
– A servant-leadership culture that invests in your long-term success
What You’ll Do
Generate specific
planning recommendations and next steps
that advisors and clients can use while designing financial plans or evaluating the plans designed by Paraplanning Associates
Projects will include the transition support of client data from alternative planning tech tools to the
eMoney
license
Provide advanced planning support across
retirement income planning, tax planning, estate/legacy planning, insurance planning, and education planning , for advisors who are working to illustrate planning techniques to clients.
Support advisors who need tech tool assistance such as making or amending connections, sharing client profiles with supporting staff, or amending advisor ownership of clients within the tools.
Financial planning content creation for website and social media
What You Bring
Extensive experience in income tax planning or estate planning experience
eMoney experience (certification a big plus) required
Active Series 65/66 license and CFP® designation
5+ years of plan design, including advisor support
Strong financial planning expertise and
exceptional communication skills
Investment industry experience including SIE, Series 7, and Series 66 licenses. Ability to earn such licenses encouraged
Comprehensive health, dental, and vision insurance (health paid 100% by employer)
401(k) with company match
On-site in locations listed above
with hybrid flexibility after 6 months
If you’re ready to grow with an award-winning firm and make a lasting impact on clients’ financial futures, let’s connect!
Seniority level
Associate
Employment type
Full-time
Job function
Finance
Financial Services and Investment Management
Referrals increase your chances of interviewing at The Well Recruiting Solutions by 2x
#J-18808-Ljbffr