Prospecting Financial Planner Impact
Job in
Mill Creek, Snohomish County, Washington, 98082, USA
Listed on 2026-01-28
Listing for:
The Retirement Solution Inc.
Full Time
position Listed on 2026-01-28
Job specializations:
-
Sales
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Business
Job Description & How to Apply Below
A financial advisory firm is seeking a Prospecting Planner in Mill Creek, WA. This role involves connecting with prospective clients, leading discovery conversations, and delivering educational seminars. The ideal candidate has over 5 years of experience in financial planning, holds a Series 65 or 66 certification, and is organized and communicative. A structured compensation plan includes base plus commission or 100% commission, alongside a generous benefits package including PTO and insurance options.
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