Associate Wealth Planner

OverviewJoin to apply for the Associate Wealth Planner role at The Simmons Group. The Simmons Group is a financial advisory practice that works as advocates for high net-worth clients and their families. The team collaborates to exceed clients’ expectations. This position is on-site full-time in Seattle.ResponsibilitiesSupport the financial advisors and consultants through the financial planning processCollaborate with financial advisors and consultants to prepare and update comprehensive financial plans, including cash flow analysis, retirement projections, tax strategies, and estate planningConduct research and analysis on investment opportunities, asset allocation strategies, and financial productsPrepare client deliverables and meeting materials as neededGather and organize client data and financial information to support the development of comprehensive financial plansEnsure compliance with firm policies and regulationsStay up to date with tax law changes, investment strategies, and financial planning trendsDevelop and maintain a foundational understanding of financial planning, investments, insurance, and financial markets to support client solutions and planning strategiesQualificationsBachelor’s degree in Finance, Economics, Accounting, Business, or related field required0–3 years of experience in wealth management, financial planning, or investment researchKnowledge of core financial planning competencies, including cash flow and retirement planning, insurance and risk management, estate planning, and tax strategySeries 7 (or willing to attain in the first 6 months of employment)Series 65/66 (or willing to attain in the first 6 months of employment)Certified Financial Planner (CFP)Proficiency in Microsoft ExcelAbility to multi-task and manage competing demands; strong organizational and prioritizing abilitiesSelf-motivated with the ability to work independently and in collaboration with the firm’s leadership, team, and peersDependable, trustworthy, and dedicated; professional appearance and client-facing mannerDetail-oriented with a commitment to accuracy, confidentiality, and high-quality workCompensation$80,000 to $120,000 annually, DOEBenefitsMedical, Dental and Vision plansHealth Savings Account (HSA)Short Term Disability (STD)Long Term Disability (LTD)Employee Assistance Program (EAP)Flexible Spending Account (FSA)401k Retirement PlanCommuter BenefitPaid Time OffPaid HolidaysOur company provides equal employment opportunity to all individuals regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable law. #J-18808-Ljbffr

Created: 2025-10-08