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
