CFP Financial Planner — Premium Client Planning

WaFd Bank; Seattle (WA); Hybrid; USD 50,000 - 84,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Stock options

Bonus programs

401(k) plan

Paid Parental Leave

Life and AD&D insurance

Long-term disability

Tuition Reimbursement

Employee assistance programs

Job summary

WaFd Bank is looking for a Financial Planner who is a CFP® professional to join their dedicated team. This role involves executing the structured planning process, ensuring high-quality client experience, and maintaining regulatory compliance.

The ideal candidate will demonstrate strong analytical skills, proficiency with RightCapital, and excellent communication abilities. You will support the Financial Planning team in creating detailed financial plans and training new analysts.

Qualifications

• CFP® certification must be active and in good standing.
• Strong analytical skills to interpret complex financial information.
• Excellent communication skills required.

Responsibilities

• Serve as an integral member of the Financial Planning team.
• Create comprehensive financial plans.
• Ensure regulatory compliance in all account processes.

Skills

CFP® certification

Analytical skills

Written and verbal communication

Attention to detail

RightCapital proficiency

CRM familiarity

Tools

RightCapital

Microsoft Office

Salesforce

Job description

WaFd Bank is looking for a Financial Planner who is a CFP® professional to join their dedicated team. This role involves executing the structured planning process, ensuring high-quality client experience, and maintaining regulatory compliance.

The ideal candidate will demonstrate strong analytical skills, proficiency with RightCapital, and excellent communication abilities. You will support the Financial Planning team in creating detailed financial plans and training new analysts.