About this opportunity
JCW Group lists this Financial Planning Lead opportunity in seattle metropolitan area, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Our client is a growing RIA seeking a Financial Planning Lead to support the delivery of comprehensive financial planning services to HNW clients. This individual will serve as a key technical planning resource for advisors, helping develop financial plans, address complex planning needs, and maintain consistent planning standards across the firm.
Key Responsibilities
Prepare, maintain, and update comprehensive financial plans and analyses for high-net-worth clients.
Support financial advisors in identifying planning opportunities and developing tailored recommendations.
Serve as an internal resource for complex financial planning questions and strategies.
Assist with client meeting preparation, presentations, and follow-up items.
Collaborate with advisors and client service teams to ensure a consistent, high-quality planning experience.
Help develop and improve financial planning processes and workflows.
Qualifications
Bachelor's degree required.
Active CFP certification required.
Strong technical knowledge of comprehensive financial planning and experience working with high-net-worth clients.
Proficiency in financial planning software, CRM systems, and Microsoft Office.
Strong analytical, organizational, and communication skills.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.