Why You’ll Love This Role
Are you passionate about helping families achieve their dream retirement? Do you thrive when building relationships, educating others, and stepping into the spotlight to share your expertise? At The Retirement Solution, we put families first - and our Prospecting Planners are at the heart of creating confident, secure retirements.

As a Prospecting Planner, you’ll guide prospective clients through some of life’s most meaningful financial decisions, deliver educational seminars and media appearances, and help shape the first impression of our firm with warmth, clarity, and professionalism. This is a high-impact, client-facing role where your work directly drives new relationships and growth for the firm.

What You’ll Do

Lead discovery meetings with retirement-ready clients to understand goals, income needs, and priorities
Provide expert guidance on retirement planning, investments, taxes, estate planning, and insurance
Develop and deliver initial financial plans alongside Associate Planners
Maintain a disciplined prospect pipeline with clear follow-up and documentation
Deliver educational seminars, webinars, and media appearances in partnership with Marketing
Ensure seamless client transitions to Servicing Planners, and identify opportunities to re-engage existing clients
Uphold the firm’s high standards of professionalism, empathy, and fiduciary responsibility

What We’re Looking For

Bachelor’s degree in finance, business, economics, or related field; CFP® strongly preferred
5+ years of client-facing financial planning or wealth management experience, ideally with retirement-ready clients
Series 65 or 66 required unless holding CFP®; WA State Insurance License (Health & Life) required
Exceptional communication, presentation, and analytical skills
Proficiency with Microsoft Office and CRM/portfolio management systems

Why You’ll Thrive Here

Help families turn their retirement dreams into a clear, confident reality
Step into the spotlight with public-facing seminars and media appearances
Collaborate with team members who prioritize respect, transparency, and acting in clients’ best interests
Competitive compensation: base + commission or 100% commission options

Job Type: Full-time

Pay: From $85,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Relocation assistance
Retirement plan
Vision insurance

License/Certification:

Series 65 (Required)
CFP (Preferred)

Ability to Commute:

Mill Creek, WA 98012 (Required)

Ability to Relocate:

Mill Creek, WA 98012: Relocate with an employer provided relocation package (Required)

Work Location: In person

The Retirement Solution

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