Financial Planning Lead

Tschetter Group; Bellevue (WA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Dental

Vision

Health insurance

401(k) match

Paid parental leave

PTO & holidays

Professional development

Job summary

Tschetter Group, an independent advisory firm, seeks a Financial Planning Lead in Bellevue to deliver high-quality planning experiences and support advisors with thoughtful analyses. This role partners with the Director of Client Experience to maintain standards, coordinate meetings, and drive client confidence in financial choices.

The successful candidate will bring strong planning skills, collaboration, and a client-first mindset, aligning with our mission to inspire optimism in clients’

Qualifications

• Bachelor’s degree and CFP® certification required.
• Master’s degree in Taxation or Tax Accounting, or a background in estate law, preferred.
• 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.

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 on complex planning cases, including meeting preparation, analysis, and follow-up support as needed.
• Serve as a thought partner and planning resource to advisors and team members on technical or nuanced financial planning 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.

Skills

Communication

Attention to detail

Confidentiality

Emotional intelligence

Independent & collaborative

Education

Bachelor’s degree & CFP certification

Master’s degree in Taxation or Tax Accounting (preferred)

Tools

Salesforce

Microsoft Office Suite

Job description

Reports to: Director of Client Experience

Status: Full-time; Exempt

Location: Bellevue, WA (In-Office)

At Tschetter Group, we believe meaningful work is created by people who bring heart, ownership, and a genuine desire to contribute to something larger than themselves. If that resonates with you, we would love to meet you.

Our Mission

Give people optimism about life and money.

Our Values

• Be Courageous
• Relentlessly Pursue Excellence
• Put Others First

Our Purpose

We are committed to the boundless possibilities of every individual, one interaction at a time, and inspiring a lifelong journey of learning, growth, and purpose.

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 Planning Lead works closely with the Director of Client Experience, relationship advisors, and other team members to support the delivery of financial planning advice and strategies to clients. This role is intended to be a knowledgeable planning resource across the firm, helping advisors think through planning questions, maintain strong planning standards, and ensure consistency and integrity in the client planning experience.

As our team continues to grow, we are looking for someone who not only has strong technical planning skills, but also aligns with our culture, values, and mission. The right person will be collaborative, detail-oriented, client-focused, and excited to contribute to building and continuously improving the Tschetter Group planning 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 on complex planning cases, including meeting preparation, analysis, and follow-up support as needed
• Serve as a thought partner and planning resource to advisors and team members on technical or nuanced financial planning 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.
• Master’s degree in Taxation or Tax Accounting, or a background in estate law, preferred.
• 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.
• Opportunities for professional development and career advancement within the firm.
• Collaborative and supportive work environment with a focus on work‑life balance.

Additional Benefits

• Paid parental leave for birthing and non‑birthing parents.
• Minimum 15 days of paid time off, regardless of tenure, plus 10 paid holidays.
• Company‑paid required training, certifications, licensing, and dues.
• Community involvement opportunities with flexible volunteering hours.
• Employee charitable giving match.
• Team retreats, events, and opportunities to connect across the firm.

Tschetter Group is an Equal Opportunity Employer.