Range
Senior Financial Planner
$130K–$230K
Bellevue, WA · On-site · Senior · Full-time · Posted Oct 5, 2026
- Experience
- 6–9+ years in client-facing financial services roles.
- Education
- BS or BA in Finance, Accounting, or another related major preferred.
About the job
Creates and delivers financial plans and wealth strategies for members, while advising product and engineering teams on the development of wealth-management tools.
What you'll do
- Advise members on financial goals and build and implement iterative financial plans and wealth strategies.
- Research and present investment strategies; coordinate tax filing and estate planning.
- Partner with engineering and product teams on product plans, roadmaps, and proprietary financial-planning tools.
What they ask for
- Active CFP, CPA, CFA, EA, ECA, or similar designation.
- Experience with in-depth tax planning and building tax projections for clients.
- Significant experience delivering financial advice directly to consumers.
- Exceptional investment acumen and knowledge of broader planning topics.
Nice to have
- BS or BA in Finance, Accounting, or another related major.
- Interest in or passion for technology and changing the industry.
Pay
$130,000 - $230,000 USD base salary
AI focus
Works in AI-powered wealth management and provides financial-planning expertise and feedback to help develop proprietary tools; no specific AI development duties are stated.
Model-written summary · the original posting is authoritative