Financial Planning Specialist
Seattleonsitemid$85K – $110K
Posted 1mo ago · via Workable
About this role
Financial Planning Specialist Paragon Wealth Advisors | Seattle, WA | In-Office Join a growing financial planning team and turn client data into meaningful planning insight. Paragon Wealth Advisors is seeking an experienced and analytical Financial Planning Specialist to support our financial planning team and help deliver high-quality planning work for clients. This position will work closely with the primary Financial Planning Specialist and Financial Advisors, providing additional capacity across financial forecasting, plan preparation, research, quality control, client meeting support, and other planning-related responsibilities. This is a multifaceted role that combines financial planning support with broader planning team and client service responsibilities .…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Seattle. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
More at Jambalaya Group
- View →Financial Planning AssistantRochester, Minnesota, United States
- View →Client Service AssociateNew York, New York, United States
- View →Financial AdvisorIssaquah, Washington, United States
- View →Client Service SpecialistPhiladelphia, Pennsylvania, United States
- View →Financial Planning InternshipLeawood, Kansas, United States
- View →ParaplannerCalabasas, California, United States