Top Financial Planner Jobs in Seattle, WA

Own client relationships for affluent, pre-retiree, and retiree households. Develop and present comprehensive financial plans, integrate investment, tax, and estate strategies, manage investment allocations, lead client meetings, document recommendations, and oversee team deliverables. Build client trust, retain households, generate referrals, and grow firm assets through planning relationships. Requires CFP certification, an active Series 65 license, and at least five years of comprehensive financial planning experience.

Supports senior financial planners by onboarding members, analyzing financial data and tax returns, identifying planning opportunities, developing strategies, and translating goals into actionable steps. Provides member support during planner absences and participates in cross-functional rotations across member experience and investment operations. The role includes intensive mentorship and training in financial planning, communication, and behavioral guidance.

Prepares customized financial plans, including cash flow, tax, charitable giving, education, debt, retirement, insurance, and estate planning. Implements investment transactions, rebalancing, and tax-loss harvesting; supports advisors with client meetings, documentation, follow-up, and relationship management. Maintains compliance, handles confidential information, uses financial planning and CRM software, and integrates biblical principles into client recommendations.

Prepare and present comprehensive financial plans for high-net-worth and ultra-high-net-worth clients. Analyze financial circumstances, develop recommendations, coordinate with wealth-management teams, and address retirement, estate, tax, insurance, charitable, and succession planning. Build trusted client relationships, maintain planning workflows, present to clients and prospects, and collaborate with internal and external professionals. Higher levels mentor colleagues, handle complex cases, and improve planning processes and capabilities.

As a Lead Financial Planner, you will guide members aged 55+ through retirement planning, manage relationships, and conduct strategy sessions. You will focus on financial life coaching, cash flow management, and complex planning issues while leveraging a supportive tech platform.

As a Financial Planner, you will provide comprehensive planning support, evaluate member needs, and coordinate solutions in the absence of Senior Planners. You'll assist members, manage client relationships, and utilize in-house technology to enhance the planning process.

Support lead and senior planners by preparing meetings, onboarding clients, mastering planning tools, owning recurring processes, conducting research, and delivering high-quality, detail-oriented planning support for ultra-high-net-worth clients in a fast-paced, remote multi-family office.

As a Senior Financial Planner, you'll provide comprehensive financial guidance to members, helping them achieve their financial goals through remote coaching, relationship management, and technology utilization.