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Full-time
- We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide.
- From the very start, we have been an award-winning organization, from countless Best Places to Work awards — including Seattle Business Magazine's Best Companies to Work for 15 years in a row — to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community.
- Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
- Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
- 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
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