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Financial Consultant Financial Advisor Wealth Management

Senior Wealth Planner: UHNW Client Strategy & Proposals

Job in Seattle, King County, Washington, 98127, USA
Listing for: D.A. Davidson
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Seattle is seeking a Financial Planner to provide strategies for high net worth clients. Responsibilities include creating planning recommendations, managing client engagement, and producing Thought Leadership materials. Candidates should have a bachelor's degree, relevant industry experience, and superior communication skills. A CFP designation is preferred and flexibility for travel is required. The position offers a competitive salary and various benefits including paid leave and professional development opportunities.
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Position Requirements
10+ Years work experience
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