The Retirement Solution · 1 day ago
Financial Planner
Mill Creek, WA
Full-time
Onsite
Senior Level
5+ years expThe Retirement Solution (TRS) is dedicated to helping client families enjoy a worry-free retirement. As a Prospecting Planner, you will connect with prospective clients, lead discovery conversations, and collaborate with the planning team to ensure thoughtful and professional relationship management.
Financial Services
Hiring Manager
Elizabeth Tarbox
Responsibilities
Lead discovery meetings with prospective clients to understand goals, priorities, and retirement options
Collaborate with Associate Planners to develop initial strategies
Deliver seminars, webinars, and community education events
Maintain a disciplined prospect pipeline with clear follow-up and documentation
Transition relationships seamlessly to Servicing Planners
Operate with professionalism, empathy, and fiduciary standards
Qualification
Required
Experienced in client-facing financial planning or wealth management (5+ years preferred)
Series 65 or 66 required (unless CFP®); WA Life & Health License required
Strong communicator, comfortable in public-facing settings
Organized, disciplined, and collaborative
Preferred
CFP® strongly preferred
Benefits
Generous PTO
Medical/dental/vision insurance
Short/long term disability
Life insurance
Retirement account with employer matching
Professional development program
Company
The Retirement Solution
Our retirement planning firm focuses on helping retirees and those preparing for retirement to have the income they need and want for the rest of their lives.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase