Fee Financial Planner

What You’ll Do

• Deliver comprehensive financial planning and investment advice to clients with varied financial goals.
• Leverage an existing flow of leads from multiple marketing channels including education events, digital campaigns, media, and referral networks.
• Work collaboratively with centralized business development and planning teams to convert prospects and deepen client relationships.
• Conduct in-depth client meetings to understand goals and craft customized financial solutions (planning, investment strategy, retirement, etc.).
• Partner with internal specialists for complex planning and deliver high-value planning outcomes.

• 3–10+ years of client-facing financial planning experience.
• Comfortable working within a proven system — high team orientation, low ego.
• Passionate about financial planning and client outcomes rather than self-sourced client acquisition.
• Excellent communicator and relationship-builder with a disciplined, consultative approach.

• A steady flow of warm leads and support from dedicated business development and marketing teams.
• A comprehensive planning support structure that lets you focus on advising, not administrative tasks.
• A clear pathway to grow your client base quickly and meaningfully in Seattle’s dynamic market.
• Working alongside planners, marketing, digital teams and seasoned advisors in a collaborative environment
  .