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Focused Financial Planner; No Cold Calling
Job in
Mill Creek, Snohomish County, Washington, 98082, USA
Listed on 2026-06-18
Listing for:
The Well
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A growth-focused financial firm in Mill Creek is seeking a financial planner to deliver holistic financial plans and guide clients through a structured meeting process. The role emphasizes building relationships through seminars and educational events, providing warm leads without cold calling. Candidates should have 3–7 years of experience in financial planning or wealth management and strong communication skills to succeed in a team-oriented environment.
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