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Fiduciary Financial Planner

Van Ray Financial is seeking a dedicated and experienced Fiduciary Financial Planner to join our team. We are committed to creating holistic financial plans and investment strategies to help our clients achieve their financial goals. If you are passionate about providing personalized financial guidance and building long-term client relationships, we would love to hear from you.

WHAT WE OFFER

Comprehensive Financial Planning

Customized Investment Models

Client-Centric Approach

About the Role

    As a Fiduciary Financial Planner at Van Ray Financial, you will have the opportunity to develop and implement comprehensive financial plans tailored to each client's unique needs. You will also be responsible for analyzing market trends, managing investment portfolios, and providing ongoing financial guidance to our clients.
    We are looking for a team player with strong analytical skills, excellent communication, and a passion for delivering exceptional financial advice. If you are ready to make a meaningful impact in the lives of our clients and contribute to their long-term financial success, we encourage you to apply.

What We're Looking For

    Bachelor's degree in Finance, Economics, or related field
    Certified Financial Planner (CFP) designation preferred

800-570-6333

120 W Dayton Street Suite B-6 Edmonds WA 98020

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© 2025 Van Ray Financial L.L.C. 

 

Van Ray Financial L.L.C dba Van Ray Wealth Management is a registered investment adviser in the state of Washington. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

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