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Financial Planner for new Bellevue location or existing Seattle location.

Employer
BBJS Financial Advisors LLc
Location
Bellevue, Washington State
Salary
$140,000 plus profit share. Medical, vision, retirement
Closing date
Apr 1, 2024

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

BBJS Financial Advisors, LLC, is seeking a financial planner to support a team, including a CFA. We are a unique independent registered investment advisory firm who provides wealth management and comprehensive financial planning advice. We help clients grow, preserve and transfer wealth. We mainly service high net worth individuals and trusts.
Required
•    Bachelor’s degree.
•    CFP® certification. 
•    Desire to grow, learn, and achieve professionally.
•    Excellent written and spoken communication skills when interfacing with clients.
•    Collaborative team player. 
Strong Plus
•    CFA credential.
•    Experience creating financial plans.
•    Individual and small business tax compliance and planning experience.
•    Masters in Tax.
•    Knowledge of some or all:

  • Insurance for individuals
  • Estate planning
  • Mortgages
  • Retirement phase/distribution planning
  • Trust services
  • Legal services

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