CyberCoders ยท 1 day ago
Sr Wealth Planning Associate
Seattle, WA
Full-time
Onsite
Senior Level
5+ years expCyberCoders is a company that provides financial planning and wealth management services. The Sr Wealth Planning Associate is responsible for collaborating with financial advisors to develop comprehensive financial plans and ensure clients' financial goals are met while maintaining exceptional service standards.
RecruitingSearch Engine
No H1B
Responsibilities
Collaborate with financial advisors to create and implement customized wealth management strategies for clients
Conduct detailed financial analyses using tools such as eMoney and MoneyGuidePro to support client planning
Prepare and present comprehensive financial plans and investment strategies to clients
Assist in the development of financial planning policies and procedures to enhance client service delivery
Maintain up-to-date knowledge of investment products, tax strategies, and estate planning techniques
Support the financial planning team in paraplanning activities and client management
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration, or a related field
Minimum of 5 years of experience in wealth management or financial planning
Proficient in financial planning software, including eMoney and MoneyGuidePro
Strong analytical and problem-solving skills with attention to detail
Excellent communication and interpersonal skills to effectively engage with clients
Preferred
Certified Financial Planner (CFP) designation is highly preferred
Company
CyberCoders
CyberCoders is a recruiting firm locating job positions across all industries, including finance, education, engineering and healthcare.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2013-12-02Acquired
Leadership Team
Nate Shuman
Lead Recruiter (Tech) CEO Club
Matt Miller
CTO
Recent News
2025-04-12
Company data provided by crunchbase