Financial Planner

The Retirement Solution Inc.; Mill Creek (WA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Generous PTO

Medical, dental, and vision insurance

Short/long term disability

Life insurance

Retirement account with employer matching

Professional development program

Job summary

A financial advisory firm is seeking a Prospecting Planner in Mill Creek, WA. This role involves connecting with prospective clients, leading discovery conversations, and delivering educational seminars. The ideal candidate has over 5 years of experience in financial planning, holds a Series 65 or 66 certification, and is organized and communicative. A structured compensation plan includes base plus commission or 100% commission, alongside a generous benefits package including PTO and insurance options.

Qualifications

• 5+ years of experience in financial planning or wealth management.
• Ability to lead discussions and deliver presentations effectively.
• Comfortable in public-facing settings.
• Organized, disciplined, and collaborative.

Responsibilities

• Lead discovery meetings with prospective clients.
• Collaborate with Associate Planners on strategies.
• Deliver seminars and webinars.
• Maintain a disciplined prospect pipeline.
• Transition relationships to Servicing Planners.
• Operate with professionalism, empathy, and fiduciary standards

Skills

Client-facing financial planning

Strong communication skills

Organized and disciplined

Collaborative

Organization

Education

Series 65 or 66 certification

WA Life & Health License

Job description

At The Retirement Solution (TRS), we put family first. Our mission is to help our client families enjoy a retirement free from financial worry, and our vision is to be the last financial advisor they’ll ever need. Every plan we build, every conversation we have, and every decision we make matters.

As a Prospecting Planner in our Mill Creek office, you’ll be at the front line of that mission. You’ll connect with prospective clients, lead discovery conversations, deliver educational seminars and media appearances, and work closely with our planning team to ensure every relationship is handled thoughtfully and professionally.

This is a visible, high-impact role. Your work contributes directly to the growth of the office and helps shape the first impression of TRS for the families we serve.

What You’ll Do

• Lead discovery meetings with prospective clients to understand goals, priorities, and retirement options
• Collaborate with Associate Planners to develop initial strategies
• Deliver seminars, webinars, and community education events
• Maintain a disciplined prospect pipeline with clear follow-up and documentation
• Transition relationships seamlessly to Servicing Planners
• Operate with professionalism, empathy, and fiduciary standards

Who You Are

• Experienced in client-facing financial planning or wealth management (5+ years preferred)
• Series 65 or 66 required; WA Life & Health License required
• Strong communicator, comfortable in public-facing settingsli>
• Organized, disciplined, and collaborative

Why You’ll Thrive at TRS

We live our core values every day:

• We change lives, every day: Every conversation and decision matters.
• Transparency creates confidence: You’ll make complex topics clear and approachable.
• Decide, then do: You take ownership, act with urgency, and follow through.
• Work hard, have fun, go home: We bring energy, enjoy what we do, and respect life outside work.

Base + commission or 100% commission structure. Benefits package includes generous PTO, medical/dental/vision insurance, short/long term disability, life insurance, and retirement account with employer matching and professional development program.

EEO Statement

The Retirement Solution is committed to providing equal opportunities to all qualified candidates. We welcome and value diversity and do not discriminate on the basis of sex, race, age, color, religion, mental or physical disability, national origin, sexual orientation, gender identity or expression, military status, or any other characteristic protected by law.