What are the responsibilities and job description for the Wealth Planning Associate position at The Simmons Group?
The Simmons Group is a financial advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and strive to exceed our clients’ expectations.The Simmons Group is seeking an Associate Wealth Planner to join our independent and seasoned financial advisory group. The ideal candidate will be an energetic professional who cares about the quality of their work, enjoys working in collaboration within a team, and offers strong listening and communication skills. To be successful in the Associate Wealth Planner role, candidates must be detail oriented, organized, and have an analytical mindset. This position will work on-site full-time in our Seattle office.At The Simmons Group, we believe that each of our associate’s interest in personal and professional development is critical to our ongoing and continued success. This opportunity provides excellent potential for career advancement within our team. Some of the Key Responsibilities of the Associate Wealth Planner:Support 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 strategiesWhat the successful Associate Wealth Planner will have:Bachelor’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 strategy, and their role in supporting a client’s long-term financial goalsSeries 7 (or willing to attain in the first 6 months of employment)Series 65/66 (or willing to attain in the first 6 months off employment)CERTIFIED FINANCIAL PLANNER®Proficiency in Microsoft ExcelAbility to multi-task and manage competing demands; proven organizational and prioritizing abilitiesSelf-motivated with the ability to work independently and in collaboration with the firm’s leadership, team, and peersDependable, trustworthy, and dedicatedMaintain a professional appearance, address clients in a friendly, sincere, and professional mannerDetail-oriented and demonstrates a commitment to accuracy, confidentiality, and delivers high quality work consistentlyCompensation Range:$100,000 to $130,000 annually, DOEBenefits:Medical, Dental and Vision plansHealth Savings Account (HSA)Short Term Disability plan (STD)Long Term Disability plan (LTD)Employee Assistance Program (EAP)Flexible Spending Account (FSA)401k Retirement PlanCommuter BenefitPaid Time OffPaid Holidays To learn more, please visit: www.the-simmons-group.comThe Simmons Group has partnered with All Things HR, an external HR consulting company, to assist with their recruitment process. If you would like to be a part of this dynamic team, please apply today!Our company provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
Salary : $100,000 - $130,000