Financial Planner Salary at Christine & Co BETA

Company Overview: At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Associate Financial Planner to join our growing team. Job Description: You will be a primary financial planner for our largest team with $1B in assets and play a major role in one of our firm’s largest initiatives: increasing wallet share. You will assist in preparing and maintaining financial plans, conducting research, and helping our effort toward internal continuing education. This role is ideal for someone who is looking to develop their career in financial planning while working alongside experienced advisors and business leaders in the wealth management field. Key Responsibilities: Lead the preparation of financial plans, including gathering and analyzing client data. Work closely with

Job Description: Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them. Responsibilities: Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understanding of financial planning, investments, and tax planning. Be an active part of a collaborative team and share best practices. Assist our engineering and product teams with prioritizing and creating product plans and roadmaps. Research and present investment strategies. Coordinate tax filing and estate planning. Qualifications: Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar 5-8+ years experience

The associate assortment planner contributes to planning and managing the content and balance of the department’s inventory through a detailed understanding of product and customer needs. The associate assortment planner partners with the associate buyer to achieve financial objectives. Specifically, the associate assortment planner and the associate buyer are jointly accountable to meet and exceed departmental sales volume, merch margin and merchandise margin-return-on-investment (MMROI) targets. A day in the life… Partner with associate buyer to execute a seasonal merchandise strategy based on customer, fashion trend and input from Assortment Planner, Category Planner, Financial Planner and Director of Planning that drives growth for stores and online Execute a buy plan that supports the merchandise strategy by category and channel splits, optimizes the product investment by channel and aligns with financial plans Lead the analysis and use of information to improve the buy and incorp

Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm's Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what's next, keeping more of what they've built for themselves, their family and the causes they care about. If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you! Responsibilities: Serve as a project manager for

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a variety of industries? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. Responsibilities Will Include: + Performing a detailed technical review of partnership, corporate, and individual federal tax returns and revie

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: •Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! •Uncapped commissions! •Loan products for all borrower types! •Add additional LO's to your team OR act as an individual LO! •Licensed in 28 states and growing! •Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: •Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. •Maintains a database of past clients for marketing purposes. •History of closing at least 3-5 units per month. Loan Officer Requirements: •An active NMLS/MLO license (required). •Strong knowledge of lending regulations and industry best practices. •Exceptional interpersonal and comm

Wealth Manager/Research Analyst Seattle, WA Wealth Manager / Research Analyst A well-established and independent wealth management firm is seeking a dynamic investment professional to join its growing team. This role combines equity research with client portfolio management, offering a unique opportunity to contribute both to the firm’s investment strategies and to client relationships. About the Role As a Wealth Manager / Research Analyst, you will have two primary responsibilities: Investment Research & Portfolio Management: Research, recommend, and manage stocks within the firm’s Large Cap Growth portfolio. Client Advisory & Relationship Management: Collaborate with clients to manage their investments, communicate market insights, and support their financial goals. Key Responsibilities Investment Research & Portfolio Management Work alongside senior investment professionals to identify new stock opportunities, conduct fundamental analysis, and contribute to portfolio strategy. Monit

Senior Family Wealth Advisor - Open to lift outs & porting books of business (will handle everything, if appropriate) Seattle, WA Our client is a rapidly growing Boutique Multifamily Office/Registered Investment Advisor (RIA). We are seeking a dynamic leader to help the firm fulfill its commitment to assisting clients in achieving their goals and aspirations. The ideal candidate for the Senior Family Wealth Advisor role will be a highly motivated team player who embodies the Firm’s Core Values. This position offers a great opportunity to influence the success of the firm. Their mission is to support wealth creators, entrepreneurs, innovators, and their families by guiding them through significant liquidity events and enhancing their positive impact on their communities and the world. If you possess a relentless drive to succeed and align with this vision, we encourage you to apply! Key Responsibilities: Serve as a relationship manager for assigned clients, facilitating the implementati