Financial Planner
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:
-
Sales
Job Description & How to Apply Below
Looking for a financial planning role where you can focus on advising— not cold calling? This is a ground-floor opportunity to grow in a new market with the backing of an established, growth-focused firm.
Why Join Us- Warm, qualified leads (no cold prospecting)
- Host seminars & dinner workshops to build client relationships
- Strong team support + tools (
Orion, Salesforce, planning software
) - 401(k) w/ 6% match
, full benefits, PTO - Weekly training +
real career growth - Relocation assistance available
- Deliver holistic financial plans (investments, tax, insurance, estate)
- Guide prospects through a 4-meeting process
- Lead educational events (no hard selling)
- Build relationships, referrals, and long-term client trust
- 3–7 years in financial planning / wealth management
- Strong communication +
public speaking skills - Experience with affluent or pre-retiree clients
- Entrepreneurial mindset + team-first attitude
Ready to grow your book, income, and impact—without cold calls?
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