Senior Financial Planner

FINITETEK INC; Seattle (WA); On-site; USD 75,000 - 85,000; Full time

Job summary

A financial consulting firm in Seattle is seeking a Business Development Manager to assist in client meetings, manage pre-meeting tasks, and provide financial planning advice. The ideal candidate will have active FINRA registrations, a Bachelor's degree, and strong analytical skills. This full-time position offers a competitive salary range of $75,000 - $85,000 annually.

Qualifications

• Active FINRA registrations, including Series 7 and 66.
• Bachelor’s degree in relevant field.
• CFP certification or equivalent industry credentials strongly preferred.
• Highly organized and detail-oriented with a proactive, self-starting mindset.
• Strong analytical, financial modeling, and problem-solving skills.

Responsibilities

• Assist Financial Planner in client meetings with accuracy and detail.
• Manage pre-meeting tasks including data gathering and agenda creation.
• Execute investment account transactions and support client relationships.
• Conduct ongoing fund research and assist with portfolio reviews.

Skills

Active FINRA registrations

Highly organized and detail-oriented

Strong analytical skills

Financial modeling skills

Problem-solving skills

Proactive, self-starting mindset

Education

Bachelor’s degree (B.A. or B.S.)

CFP certification or equivalent

Job description

Overview

Business Development Manager at FINITETEK INC with expertise in sales and recruiting.

Base pay range

$75,000.00/yr - $85,000.00/yr

Responsibilities

• Assist the Financial Planner in preparing for and conducting client meetings, with a focus on accuracy, detail, and personalized service.


• Manage all pre-meeting tasks, including data gathering, agenda creation, client paperwork preparation, Investment Policy Statements, and asset allocation strategies.


• Handle post-meeting follow-ups such as financial situation analysis and coordinating implementation with external professionals when necessary.


• Execute and support investment account transactions, including individual trades, cash management, portfolio rebalancing, and tax loss harvesting.


• Provide comprehensive financial planning advice to high-net-worth clients.


• Independently manage and nurture ongoing client relationships.


• Collaborate with the Lead Financial Planner on portfolio maintenance and management.


• Serve in a supporting role on the Investment Committee, contributing to research and decision-making.


• Use proprietary software to manage account models, trading, and tax strategies.


• Conduct ongoing fund research under the guidance of the Chief Investment Officer, including fund swaps and model updates.


• Assist with preparing and coordinating portfolio reviews in collaboration with the Investment Committee.


• Build meeting agendas and facilitate productive client discussions.

Key Qualifications

• Active FINRA registrations, including Series 7 and 66 (or FINRA-recognized equivalents)


• Bachelor’s degree (B.A. or B.S.)


• CFP certification or equivalent industry credentials strongly preferred


• Highly organized and detail-oriented with a proactive, self-starting mindset


• Strong analytical, financial modeling, and problem-solving skills


• Ability to work independently while keeping the Lead Planner informed of progress and obstacles

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing


• Analyst


• Finance

Industries

• Accounting


• Staffing and Recruiting


• Education Administration Programs