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Seattle Area "Registered Rep Assistant" Job opening
Emerald City Fiduciary Group is a financial planning company in Seattle Washington, formally Vivienne Strickler (retired) and Jeffrey Moormeier.  They were independent advisors and have merged due to the retirement of Vivienne Strickler. We have been in business for over 30 years each and offer a team environment, a reputation for excellence, and a continual focus on how to better serve our clients.   This is a mid-level position that will support one advisor, Jeffrey Moormeier in all facets of the client relationship. You will assist in preparing for client meetings: gathering client data, entering data into our financial planning software stack; Redtail, eMoney, Albridge, Morningstar and Bill Good Marketing. You will process new account paperwork, primar


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