Position: Prospecting Planner/Financial Advisor
Location: Mount Vernon, WA (On-site, with local travel to events)
Compensation: $85K Base + Commission/Bonus = $200K OTE
Work Environment: Full-time, On-Site, with monthly client dinners/workshops
Looking for a financial planning role where you can focus on advising—not cold calling? This is an excellent 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
- 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 of client-facing experience in financial planning / wealth management / tax strategy
- Series 65 or 66 ( or CFP® in lieu)
- Strong communication + public speaking skills. High EQ, can read the room.
- 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 to learn more.
Financial Advisor in Mount Vernon at The Well
This position is listed as full time and onsite. It was posted 2 days ago.