Prospecting Financial Planner - High-Impact Growth

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.

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.

Skills

Client-facing financial planning

Strong communication skills

Organized and disciplined

Collaborative

Education

Series 65 or 66 certification

WA Life & Health License

Job description

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.