Active FINRA Series 7 and Series 66 licenses (or recognized equivalents) * CFP ® designation or other relevant financial planning credential * Experience supporting financial planning and wealth ...
Quick apply
Active FINRA Series 7 and Series 66 licenses (or recognized equivalents) * CFP ® designation or other relevant financial planning credential * Experience supporting financial planning and wealth ...
Quick apply
Active FINRA Series 7 and Series 66 licenses (or recognized equivalents) * CFP ® designation or other relevant financial planning credential * Experience supporting financial planning and wealth ...
Bellevue, WA · On-site
$75K - $83K/yr
... FINRA Series 7 and Series 66 licenses (or recognized equivalents) • CFP ® designation or other relevant financial planning credential • Experience supporting financial planning and wealth ...
Bellevue, WA · On-site
$75K - $83K/yr
... FINRA Series 7 and Series 66 licenses (or recognized equivalents) • CFP ® designation or other relevant financial planning credential • Experience supporting financial planning and wealth ...
Erie, PA · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Erie, PA · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Athens, GA · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Athens, GA · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Fort Lauderdale, FL · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Fort Lauderdale, FL · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Amarillo, TX · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Amarillo, TX · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
FL · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
FL · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Tallahassee, FL · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Tallahassee, FL · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Naperville, IL · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Naperville, IL · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Reading, PA · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Reading, PA · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Buffalo, NY · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Buffalo, NY · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Bryan, TX · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Bryan, TX · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Grand Prairie, TX · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Grand Prairie, TX · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Hoboken, NJ · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Hoboken, NJ · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Houston, TX · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Houston, TX · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Hialeah, FL · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Hialeah, FL · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
NC · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
NC · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Memphis, TN · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
Memphis, TN · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
LA · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
LA · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
NJ · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
NJ · Remote
$30 - $40/hr
Adapts instruction using FINRA practice examinations, flashcard-based formula review, and case ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...
$11.30 - $14.42
12% of jobs
$14.42 - $17.55
12% of jobs
$18.46 is the 25th percentile. Wages below this are outliers.
$17.55 - $20.67
6% of jobs
$20.67 - $23.80
0% of jobs
$23.80 - $26.92
17% of jobs
The median wage is $27.24 / hr.
$26.92 - $30.05
36% of jobs
$30.05 - $33.17
1% of jobs
$33.17 - $36.30
0% of jobs
$36.30 - $39.42
8% of jobs
$39.42 - $42.55
5% of jobs
$42.55 - $45.67
3% of jobs
$11
$27
$45

$75K - $83K/yr
Full-time
Re-posted 23 days ago
Location: Bellevue, WA
Salary: $75,000 - $83,000
• Work directly with high-net-worth clients and experienced financial planners
• Gain exposure to comprehensive wealth management and financial planning strategies
• Participate in portfolio management, investment research, and financial planning initiatives
• Contribute to Investment Committee activities and portfolio decision-making
• Opportunity to independently manage client relationships and grow professionally
• Collaborative environment with mentorship from senior planning and investment professionals
• Long-term career path within a growing wealth management practice
Seeking a detail-oriented financial planning professional to support high-net-worth clients through comprehensive financial planning, investment management, and relationship development. This role combines client-facing responsibilities with portfolio management, investment research, and planning implementation.
What You Will Be Doing• Assist in preparing for and participating in client meetings
• Analyze client financial situations and develop planning recommendations
• Prepare meeting agendas, financial planning documents, and investment policy statements
• Coordinate implementation of planning strategies with external professionals when necessary
• Manage ongoing client relationships and provide exceptional client service
• Assist with trading, rebalancing, tax-loss harvesting, and portfolio maintenance activities
• Conduct investment and fund research under the guidance of senior investment leadership
• Support Investment Committee initiatives and portfolio review processes
• Monitor client portfolios and asset allocations to ensure alignment with objectives
• Maintain accurate client records and planning documentation
• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• Active FINRA Series 7 and Series 66 licenses (or recognized equivalents)
• CFP® designation or other relevant financial planning credential
• Experience supporting financial planning and wealth management clients
• Strong financial analysis and investment knowledge
• Excellent attention to detail and organizational skills
• Ability to work independently and manage multiple priorities
• Strong communication and relationship-building abilities
A wealth management professional with active FINRA licenses and a CFP® designation who enjoys working with high-net-worth clients, providing financial planning support, managing investment portfolios, and developing long-term client relationships.
Sourced by ZipRecruiter
Human resources consulting services
1 - 10 Employees
Oakland, CA, US