Financial Planning Lead

Tschetter Group; Bellevue (WA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Paid parental leave

15 days PTO + 10 holidays

Company-paid training & certifications

401(k) with company match

Team retreats & events

Job summary

Tschetter Group in Bellevue, WA is seeking a Financial Planning Lead to deliver thoughtful, high-quality planning and client experiences. This role collaborates with the Director of Client Experience and advisors to maintain planning standards and develop recommendations that support client goals.

The position emphasizes independent work within a collaborative, client-focused environment, delivering accurate analyses while upholding confidentiality and professionalism.

Qualifications

• Bachelor’s degree and CFP certification required.
• Master’s degree in Taxation or Tax Accounting preferred.
• Proficiency with financial planning software.
• Able to work independently and collaboratively in a fast-paced environment.
• Proficient with Microsoft Office and CRM software such as Salesforce.
• Strong verbal and written communication with keen attention to detail.
• Commitment to confidentiality and professionalism.
• Driven to help and serve clients; high emotional and social intelligence.

Responsibilities

• Provide exemplary client service to high-net-worth individuals and families
• Support and improve the firm’s planning offering
• Prepare, maintain, and update financial plans and analyses
• Identify planning opportunities and develop recommendations
• Prepare for client meetings with agendas and presentations
• Participate in client meetings at the advisor’s discretion
• Serve as a planning resource on complex cases
• Ensure consistent planning processes and client experiences
• Maintain attention to detail, organization, and follow-through
• Collaborate with advisors and external professionals to coordinate planning needs
• Stay current on industry trends and best practices
• Note: Does not act as primary relationship manager

Skills

Financial analysis

Communication

Team collaboration

Discretion

Emotional intelligence

Attention to detail

Client focus

Integrity

Education

Bachelor's degree

CFP certification

Master's degree in Taxation or Tax Accounting

Tools

Salesforce

Microsoft Office

Job description

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.

Position Description

Reports to: Director of Client Experience

Status: Full-time; Exempt

Location: Bellevue, WA (In-Office)

Date: 2026

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.