Prospecting Planner

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

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• Warm, qualified leads (no cold prospecting)
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• Host seminars & dinner workshops to build client relationships
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• Strong team support + tools (Orion, Salesforce, planning software)
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• 401(k) w/ 6% match, full benefits, PTO
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• Weekly training + real career growth
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• Relocation assistance available
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What You’ll Do

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• Deliver holistic financial plans (investments, tax, insurance, estate)
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• Guide prospects through a 4-meeting process
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• Lead educational events (no hard selling)
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• Build relationships, referrals, and long-term client trust
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What You Bring

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• 3–7 years in financial planning / wealth management
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• Series 65 or 66 (CFP® preferred)
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• Strong communication + public speaking skills
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• Experience with affluent or pre-retiree clients
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• Entrepreneurial mindset + team-first attitude
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Ready to grow your book, income, and impact—without cold calls?

Apply now or message me to learn more.