💼 Financial Planner

Company
Financial Planner Recruiting, LLC
Location
Bellevue, WA
Date posted
2025-01-14
Job Type
None
Industry
Accounting / Finance
Description
Our client is a growing RIA based in Washington. They are hiring for a 100% remote financial planner. If you are looking for a role where you can focus on leading client relationships and creating financial plans, this is a great opportunity. Responsibilities: -Work closely with VP relationship managers to answer questions for clients. -Create, present, and implement comprehensive financial plans with clients. -Meet regularly with clients and be able to answer questions regarding their...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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