Regional NAPFA member firm looking for clerk for senior financial planner. Requesting two year commitment. Job responsibilities include para-planning and client management. Excellent opportunity to get start in the industry and work into senior planner role. You will work closely with Senior adviser that has 20+ years of experience. You will play a key role in all aspects of the client relationship. Proposals, Plan presentation and follow up. Our goal is that you would have the skills to be able to function productively as an independent planner within two years.
We are a tech forward firm with almost all applications hosted in the cloud. We value innovation and embrace change. We are in Eastern Washington and enjoy 200 days of sunshine a year. The Yakima valley is a great place to raise a family. This position would have some regional travel opportunities to Richland, Seattle, Montana, Oregon, California and Arizona.