seattle, Washington
CFP and Para-Planner Job Opening in seattle, Washington - CFP and Para-Planner We?re looking for a CFP and Para-Planner who would like to move away from the scene of a large firm or out from underneath the thumb of a bank, OR has their own practice but is looking for the operational support of a small firm. We?re looking for an established, professional who can be our partner in success with mutual benefits for all. We are an expanding, privately owned financial planning firm located in Bellevue & Renton. Historically we?ve helped local retirees or those near to retirement with financial plans focusing on safety and growth but are growing to include clients in other life stages as well. In this business, our expertise in tax planning and tax sensitive investing, along with our partnerships with other professionals such as CPA?s and Estate Planning Attorneys provide added value We?re also growing a different side of the business which is comprised of a small number of high income tax bracket individuals and business owners who receive comprehensive advisory services. We seek smart, motivated, entrepreneurial types who have a need to grow professionally & a desire to serve the client in the best possible way. We?re a team and we?re seeking a team-player ?someone for us to be supportive of, someone who can be supportive of our team, someone with a ?win ? win? attitude who knows how to ?drive.? We?re seeking someone who is truly an advocate for the client, wants to do the right thing above all else, who knows how to be a part of cultivating lasting relationships, someone who can bring with them a book of existing clients (is a plus but not required), who is open and capable to assist with our book of clients for a win ? win partnership. Requirements: ? Reliability ? Professionalism ? CFP designation ? Securities / Insurance licensing Side note: if you currently fit this bill and have an assistant you?d like to bring with you, we?re open to that discussion. Please send resume & references to AND seattle wa washington
|
