Finance Jobs in Mill Creek, WA

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1mo ago

Financial Planner

The Retirement Solution Mill Creek, WA

Mill Creek, WA

1mo ago Closed

$85k+/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 7, 2026).

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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