Financial Planner, CFP

Valid8 Financial, Inc.; Bellevue (WA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

Opportunities for professional development

Parental leave

Job summary

Valid8 Financial, Inc. is seeking a dedicated Financial Planner in Bellevue, WA. This role focuses on providing high-quality financial planning advice and nurturing client relationships. Key responsibilities include preparing and maintaining financial plans, identifying planning opportunities, and supporting client meetings.

The ideal candidate holds a Bachelor's degree and CFP® certification, with proficiency in financial planning software and strong communication skills. Join us for a collaborative work environment that promotes professional growth and work-life balance.

Qualifications

• Ability to serve as Subject Matter Expert in one or more financial planning areas.
• Ability to work independently and collaboratively in a fast-paced environment.
• Commitment to maintaining confidentiality and professionalism.

Responsibilities

• Provide exemplary client service to high-net-worth individuals and families.
• Prepare, maintain, and update financial plans and analyses for clients.
• Support advisors in identifying planning opportunities.

Skills

Subject matter expertise in financial planning

Proficiency in financial planning software

Strong verbal and written communication skills

Detail-oriented

Education

Bachelor's degree and CFP® certification

Tools

Microsoft Office Suite

CRM software (e.g., Salesforce)

Job description

Status: Full‑time; Exempt

Location: Bellevue, WA (In‑Office)

Job Summary

Tschetter Group is an independent advisory firm focused on building life‑long relationships with clients through a commonsense approach to investment management and planning. This position plays a key role in delivering a thoughtful, high‑quality planning experience that helps clients gain clarity, confidence, and optimism around their financial lives.

The Financial Planner works closely with relationship advisors and other team members to support the delivery of financial planning advice and strategies to clients. This role is responsible for preparing and maintaining financial plans, identifying planning opportunities, supporting client meeting preparation and follow‑up, and helping ensure consistency in the firm’s planning process and client experience.

Duties and Responsibilities

• Provide exemplary client service and communication to high‑net‑worth individuals and families
• Embody the “Tschetter Group” way of caring for clients and connections while supporting and continuously improving the firm’s planning offering
• Prepare, maintain, and update financial plans and planning analyses for clients
• Support advisors in identifying planning opportunities and developing recommendations across a variety of financial planning topics
• Assist in preparing for client meetings, including meeting agendas, presentations, and follow‑up action items
• Participate in client meetings at the advisor’s discretion
• Serve as a resource to advisors and team members on financial planning‑related questions and strategies
• Support the delivery of consistent planning processes, workflows, and client experiences across the firm
• Maintain strong attention to detail, organization, and follow‑through in all planning work
• Collaborate with advisors, service team members, and external professionals to help coordinate client planning needs
• Continue developing technical planning knowledge and staying current on industry trends and best practices
• Does not act as primary relationship manager

Qualifications

• Bachelor’s degree and CFP® certification required.
• Ability to serve as SME (subject matter expert) in one or more financial planning areas (e.g., tax, estate, business, retirement).
• Proficiency in financial planning software and ability to analyze financial data accurately.
• Ability to work independently and collaboratively within a fast‑paced environment.
• Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce).
• Strong verbal and written communication skills, with a keen attention to detail.
• Commitment to maintaining confidentiality and professionalism in all client interactions.
• Drive and desire to help and serve others.
• High emotional and social intelligence.

Salary and Benefits

• Competitive salary based on experience.
• May be eligible for incentive bonus tied to individual and firm performance.
• Comprehensive benefits package including dental, vision, health care, and 401(k) with company match.
• Parental leave for birthing and non‑birth parents.
• Opportunities for professional development and career advancement within the firm.
• Collaborative and supportive work environment with a focus on work‑life balance.

Tschetter Group is an Equal Opportunity Employer.