WealthTech Financial Planner - Collaborative & Impactful

Range; Bellevue (WA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k plan

Technology allowance

Hybrid work environment opportunities

Paid parental leave

In-person team events

Job summary

A financial technology company is looking for an experienced Financial Planner to craft financial plans and support members through an innovative platform. You will collaborate with a team of wealth advisors, offering insights and developing personalized strategies for clients. The role necessitates a CFP certification and prior experience in financial services, providing a great opportunity to impact and shape the future of financial wellness in a tech-driven environment.

Qualifications

• 4-8+ years experience in a client-facing financial services role.
• Expertise in tax planning and projections.
• Experience advising consumers directly.

Responsibilities

• Understand members’ needs to advise on financial goals.
• Build and implement financial plans and wealth strategies.
• Collaborate with product teams on planning roadmaps.
• Research investment strategies.
• Coordinate tax filing and estate planning.

Skills

Certified Financial Planner (CFP)

Client-facing financial services

Tax planning

Investment acumen

Financial technology experience

Organizational skills

Leadership skills

Written communication skills

Education

BS or BA in Finance

Accounting or related major

Job description

A financial technology company is looking for an experienced Financial Planner to craft financial plans and support members through an innovative platform. You will collaborate with a team of wealth advisors, offering insights and developing personalized strategies for clients. The role necessitates a CFP certification and prior experience in financial services, providing a great opportunity to impact and shape the future of financial wellness in a tech-driven environment.