Associate Wealth Planner
All Things HR, LLCSeattle, Washington, United States
Posted September 2, 2025
80000 - 120000 USD year
Full Time
About the Company
All Things HR, LLC is an outsourced human resource consultancy specializing in personalized HR programs for small to mid-size companies in Washington State. With over 95 years of combined experience, the company offers a range of services including onsite HR management, recruiting, training & development, and more, all tailored to fit each client's unique culture and needs. As an HR Business Partner, All Things HR focuses on building and strengthening corporate cultures to drive growth and employee satisfaction.
Job Description
The Simmons Group is seeking an Associate Wealth Planner to join their team in Seattle, WA. This position focuses on financial planning, client collaboration, and maintaining a strong understanding of financial markets to help clients achieve their financial goals. The ideal candidate will be detail-oriented, organized, and possess excellent communication skills.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, Business, or related field
- 0–3 years of experience in wealth management, financial planning, or investment research
- Knowledge of core financial planning competencies (cash flow, retirement planning, insurance, risk management)
- Series 7 (or willingness to obtain)
- Series 65/66 (or willingness to obtain)
- CERTIFIED FINANCIAL PLANNER®
Benefits
- Medical, Dental and Vision plans
- Health Savings Account (HSA)
- Short Term Disability plan (STD)
- Long Term Disability plan (LTD)
- Employee Assistance Program (EAP)
- Flexible Spending Account (FSA)
- 401k Retirement Plan
- Commuter Benefit
- Paid Time Off
- Paid Holidays
