Why is the Senior Financial Planner National RIA Position a great opportunity? Senior Financial Planner-Seattle-National RIA Senior Financial Planner Job Description: Assess clients financial planning needs based on goals, objectives and current situation Develop new clients from internal referrals and external networking with centers of influence Manager staff Senior Financial Planner Minimum Qualifications: -- Bachelor's Degree -- CFP, CPA, JD, CFA, or MBA required -- 7-8+ years of experience ...
