Wealth Planner
$52,000–$96,000 year
On-site · Tacoma, Washington, United States
Job Summary
This Wealth Planner role involves working with Financial Advisor teams to deliver comprehensive financial planning solutions, identifying strategic investment opportunities, and analyzing data to create robust plans while coordinating with specialists to meet client needs. The position requires knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management, and a strong understanding of the bank's wealth management products and services. The role includes client meetings, updating planning tools, and maintaining client information, with an in-office culture and mandatory SAFE Act registration for mortgage-related activities.
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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