Wealth Planning Associate — Client-Focused Growth

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

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.