Financial Planner

WaFd Bank is seeking a CFP® Financial Planner to strengthen its Financial Planning team in Seattle, WA, working onsite with support staff to deliver a structured, repeatable planning experience. In this role, you will execute and refine the firm’s planning process while helping ensure client deliverables are accurate, compliant, and clearly communicated.

Key Responsibilities

• Serve as an integral member of the Financial Planning team.
• Develop proficiency in WaFd Wealth’s standardized planning process and contribute to maintaining a structured, repeatable approach to plan creation, updates, and delivery in line with firm directives.
• Perform quality control by reviewing plans for accuracy, completeness, and adherence to Team standards before client delivery.
• Participate in training and development opportunities for new analysts, including technical skills, planning philosophy, and client communication.
• Build comprehensive financial plans in partnership with the Financial Planning team, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations, and other considerations.
• Maintain ongoing proficiency with RightCapital and other planning systems.
• Partner with Relationship Managers to support timely follow-up on client requests and seamless integration of planning into the client experience.
• Create planning deliverables such as reports, summaries, and visual materials that communicate recommendations and progress toward client goals.
• Support strategic initiatives by collaborating with Leadership on planning-related projects, technology enhancements, and process improvements.
• Maintain the integrity of WaFd Wealth business needs across all account processes and servicing activities.
• Use provided resources as needed and adhere to WaFd Wealth policies and procedures.
• Complete and pass all assigned compliance courses and certifications as required.
• Avoid real or perceived conflicts of interest and maintain client privacy and confidentiality.

Required Qualifications

• CFP® certification that is active and in good standing.
• Strong analytical skills with the ability to interpret and present complex financial information.
• Excellent written and verbal communication skills.
• High attention to detail, with a focus on accuracy and organization.
• Proficiency with RightCapital (preferred) and the Microsoft Office suite.
• Demonstrated professionalism, sound judgment, and commitment to client confidentiality.
• Familiarity with Salesforce or similar CRM systems.

Technology

• RightCapital
• Microsoft Office suite
• Salesforce

Compensation & Benefits

Salary is USD 36 to 60 per hour for this onsite role.

• Paid time off for vacation, sick days, and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans