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Closed on July 7, 2026.
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Job Description
The Retirement Solution in Mill Creek, Washington is seeking an experienced Financial Planner to guide retirement-ready clients through planning decisions, deliver educational seminars, and help create first impressions that drive new relationships and growth. This onsite role offers a annual salary of USD 85,000 and relies on a solid foundation of professional experience to navigate complex planning needs.
Responsibilities
- Lead discovery meetings with retirement-ready clients to understand goals, income needs, and priorities
- Provide expert guidance on retirement planning, investments, taxes, estate planning, and insurance
- Develop and deliver initial financial plans alongside Associate Planners
- Maintain a disciplined prospect pipeline with clear follow-up and documentation
- Deliver educational seminars, webinars, and media appearances in partnership with Marketing
- Ensure seamless client transitions to Servicing Planners, and identify opportunities to re-engage existing clients
- Uphold the firm’s high standards of professionalism, empathy, and fiduciary responsibility
Requirements
- Bachelor’s degree in finance, business, economics, or related field; CFP® strongly preferred
- 5+ years of client-facing financial planning or wealth management experience, ideally with retirement-ready clients
- Series 65 or 66 required unless holding CFP®; WA State Insurance License (Health & Life) required
- Exceptional communication, presentation, and analytical skills
- Proficiency with Microsoft Office and CRM/portfolio management systems
Technologies
- Microsoft Office
- CRM/portfolio management systems
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Relocation assistance
- Retirement plan
- Vision insurance
Ability to commute
Mill Creek, WA 98012 (Required)
Ability to relocate
Mill Creek, WA 98012: Relocate with an employer provided relocation package (Required)
Work location
In person
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