layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Financial Planning Specialist
Jambalaya Group
Seattle, WA, US
Source: Jambalaya Group careers · View original posting
- Pay
- $85,000 — $110,000 USD per year
- Employment
- full time
Employer job description
From Jambalaya Group's posting. “We” and “our” refer to the employer.
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. The ideal candidate will bring strong financial planning knowledge, exceptional attention to detail, and the ability to review complex information, identify discrepancies, and ensure work is accurate and complete before it reaches the client.