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.
Financial Advisor in Mount Vernon at The Well
This position is listed as full time and onsite. It was posted yesterday.