Wealth Planning Associate

Gaynor Staffing; Seattle (WA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation structure

401(k) Plan with Employer matching

Employer health savings account

Medical & vision insurance

Continuing education support

Job summary

Gaynor Staffing is looking for a Wealth Planning Associate in Seattle to support financial advisors in delivering exceptional financial planning services. The ideal candidate will help prepare and maintain financial plans and conduct necessary research.

With a bachelor's degree in finance or a related field and 3-5 years of relevant experience, the candidate will contribute significantly to the wealth management team by implementing client strategies and ensuring compliance with regulatory requirements.

Qualifications

• 3-5 years of prior experience in a financial planning or paraplanning role is highly desirable.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

• Assist in the preparation of financial plans, including gathering and analyzing client data.
• Prepare financial plan presentations and reports for clients – attention to detail and accuracy are paramount.
• Work closely with financial advisors to implement and review client financial strategies.

Skills

Strong analytical skills with the ability to interpret financial data

Excellent communication and interpersonal skills

Proficient in financial planning software

Detail-oriented with strong organizational skills

Education

Bachelor's degree in Finance, Accounting, Economics, or a related field

Completion of or progress toward professional certifications such as CFP is preferred

Tools

eMoney

MoneyGuidePro

Job description

Wealth Planning Associate

Location: Seattle

Job Type: Full-time

Reports to: Director, Financial Planning

Company Overview

Our client company is a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. They value integrity, excellence, and nimbleness and are seeking a skilled and detail‑oriented Associate Financial Planner to join our growing team.

Job Description

You will support our financial advisors in delivering exceptional financial planning services to our clients. You will assist in preparing and maintaining financial plans, conducting research, and helping our effort toward internal continuing education. This role is ideal for someone who is looking to develop their career in financial planning while working alongside experienced professionals in the wealth management field.

Key Responsibilities

• Assist in the preparation of financial plans, including gathering and analyzing client data.
• Prepare financial plan presentations and reports for clients – attention to detail and accuracy are paramount.
• Maintain and convey knowledge of industry trends, regulations, and financial products.
• Work closely with financial advisors to implement and review client financial strategies.
• Ensure compliance with all legal and regulatory requirements.
• Supporting advisors in client meetings.
• Contribute to the growth of departmental practices and strategies.
• Work closely with team members and other departments to improve systems and create processes that boost workflow and drive new business opportunities.

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Completion of or progress toward professional certifications such as CFP (Certified Financial Planner) is preferred.
• 3-5 years of prior experience in a financial planning or paraplanning role is highly desirable.
• Strong analytical skills with the ability to interpret financial data.
• Excellent communication and interpersonal skills (this is a client‑facing role).
• Proficient in financial planning software (e.g., eMoney, MoneyGuidePro, etc.) is preferred.
• Ability to work independently and as part of a team in a fast‑paced environment.
• Detail‑oriented with strong organizational skills.
• They do not provide immigration‑related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role. NO Visas of any kind please.

Why Join?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• Employer health savings account
• Medical & vision insurance
• Continuing education support
• They’re passionate about their people and invest a ton of time, energy and resources in their people.