NR Smith and Associates is fee-only financial planning firm with a rich history servicing individuals and small businesses in Western Washington. We are dedicated to conducting our business in accordance with the highest standards of integrity and delivering exceptional service. We are currently seeking a financial planner to work collaboratively to provide the best whole life planning advice, solutions and services for our clients.
Advise clients on whole life planning and other financial decisions
Assess clients' assets, liabilities and overall financial conditions
Prepare presentations that recommend various financial products
Review and communicate portfolio performances to clients
Network and build relationships with new and existing client base
Previous experience in Insurance, Investments, banking, financing or other related fields
Familiarity with investment products and services
Ability to build rapport with clients
Strong analytical and critical thinking skills
Excellent written and verbal communication skills
About NR Smith and Associates
NRSmith and Associates’ financial planning division was formed in the mid-80s to deliver fee-only integrated financial planning to our accounting and tax planning clients. We partner with our clients to provide one-on-one guidance and comprehensive financial plans that helps manage risk, improve performance, and ensure the growth and longevity of individuals and small businesses.