Job description
Job Description
Position: Prospecting Planner
Location: Mount Vernon, WA (On-site, with local travel to events)
Compensation: Base + Commission/Bonus + Competitive Benefits+ Warm Leads
Work Environment: Full-time, On-Site, with regular evening client events
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
What You'll Do
- 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
What You Bring
- 3-7 years in financial planning / wealth management
- Series 65 or 66 (CFP preferred)
- 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?
Apply now or message me to learn more.
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