Wealth Planner (FP)
$52,000–$96,000 year
On-site · Tacoma, Washington, United States
Job Summary
Provide comprehensive financial planning solutions in collaboration with Financial Advisor teams. Responsibilities include leveraging financial data to identify client solutions, scheduling and attending client meetings to review plans, updating client information in planning tools, and coordinating with specialists across wealth management products and services. Must demonstrate knowledge in estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management, with a thorough understanding of the bank’s suite of wealth management initiatives. The role requires SAFE Act registration. A strong client-experience mindset, analytical skills, and the ability to build trusted advisory relationships are essential.
Required Qualifications
- Series 7, 63/65 or 66 or equivalent
- SAFE ACT Registration; ADV-2B
- CFP® or CPWA® designation or maintain at least one firm approved designation
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