Financial Planner

The Well; Mill Creek (WA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) with 6% match

Full benefits

PTO

Relocation assistance

Weekly training

Career growth opportunities

Job summary

A growth-focused financial firm in Mill Creek is seeking a financial planner to deliver holistic financial plans and guide clients through a structured meeting process. The role emphasizes building relationships through seminars and educational events, providing warm leads without cold calling. Candidates should have 3–7 years of experience in financial planning or wealth management and strong communication skills to succeed in a team-oriented environment.

Qualifications

• 3–7 years in financial planning or wealth management required.
• Strong communication and public speaking skills needed.
• Experience with affluent or pre-retiree clients preferred.

Responsibilities

• Deliver holistic financial plans (investments, tax, insurance, estate).
• Guide prospects through a 4-meeting process.
• Lead educational events without hard selling.
• Build relationships and long-term client trust.

Skills

Financial planning / wealth management

Public speaking skills

Communication skills

Relationship building

Tools

Orion

Salesforce

Planning software

Job description

Looking for a financial planning role where you can focus on advising— not cold calling? This is a ground-floor opportunity to grow in a new market with the backing of an established, growth-focused firm.

Why Join Us

• Warm, qualified leads (no cold prospecting)
• Host seminars & dinner workshops to build client relationships
• Strong team support + tools (Orion, Salesforce, planning software)
• 401(k) w/ 6% match, full benefits, PTO
• Weekly training + real career growth
• Relocation assistance available

What You’ll Do

• Deliver holistic financial plans (investments, tax, insurance, estate)
• Guide prospects through a 4-meeting process
• Lead educational events (no hard selling)
• Build relationships, referrals, and long-term client trust

What You Bring

• 3–7 years in financial planning / wealth management
• Strong communication + public speaking skills
• Experience with affluent or pre-retiree clients
• Entrepreneurial mindset + team-first attitude

Ready to grow your book, income, and impact—without cold calls?