Financial Planner
The Retirement Solution Inc., Mill Creek, WA, United States
At
The Retirement Solution (TRS) , we put family first. Our mission is to help our client families enjoy a retirement free from financial worry, and our vision is to be the last financial advisor they’ll ever need. Every plan we build, every conversation we have, and every decision we make matters.
As a Prospecting Planner in our Mill Creek office, you’ll be at the front line of that mission. You’ll connect with prospective clients, lead discovery conversations, deliver educational seminars and media appearances, and work closely with our planning team to ensure every relationship is handled thoughtfully and professionally.
This is a visible, high-impact role. Your work contributes directly to the growth of the office and helps shape the first impression of TRS for the families we serve.
What You’ll Do
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
Who You Are
Experienced in client-facing financial planning or wealth management (5+ years preferred)
Series 65 or 66 required; WA Life & Health License required
Strong communicator, comfortable in public-facing settingsli>
Organized, disciplined, and collaborative
Why You’ll Thrive at TRS
We live our
core values
every day:
We change lives, every day:
Every conversation and decision matters.
Transparency creates confidence:
You’ll make complex topics clear and approachable.
Decide, then do:
You take ownership, act with urgency, and follow through.
Work hard, have fun, go home:
We bring energy, enjoy what we do, and respect life outside work.
Base + commission
or
100% commission structure. Benefits package includes generous PTO, medical/dental/vision insurance, short/long term disability, life insurance, and retirement account with employer matching and professional development program.
EEO Statement
The Retirement Solution is committed to providing equal opportunities to all qualified candidates. We welcome and value diversity and do not discriminate on the basis of sex, race, age, color, religion, mental or physical disability, national origin, sexual orientation, gender identity or expression, military status, or any other characteristic protected by law.
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The Retirement Solution (TRS) , we put family first. Our mission is to help our client families enjoy a retirement free from financial worry, and our vision is to be the last financial advisor they’ll ever need. Every plan we build, every conversation we have, and every decision we make matters.
As a Prospecting Planner in our Mill Creek office, you’ll be at the front line of that mission. You’ll connect with prospective clients, lead discovery conversations, deliver educational seminars and media appearances, and work closely with our planning team to ensure every relationship is handled thoughtfully and professionally.
This is a visible, high-impact role. Your work contributes directly to the growth of the office and helps shape the first impression of TRS for the families we serve.
What You’ll Do
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
Who You Are
Experienced in client-facing financial planning or wealth management (5+ years preferred)
Series 65 or 66 required; WA Life & Health License required
Strong communicator, comfortable in public-facing settingsli>
Organized, disciplined, and collaborative
Why You’ll Thrive at TRS
We live our
core values
every day:
We change lives, every day:
Every conversation and decision matters.
Transparency creates confidence:
You’ll make complex topics clear and approachable.
Decide, then do:
You take ownership, act with urgency, and follow through.
Work hard, have fun, go home:
We bring energy, enjoy what we do, and respect life outside work.
Base + commission
or
100% commission structure. Benefits package includes generous PTO, medical/dental/vision insurance, short/long term disability, life insurance, and retirement account with employer matching and professional development program.
EEO Statement
The Retirement Solution is committed to providing equal opportunities to all qualified candidates. We welcome and value diversity and do not discriminate on the basis of sex, race, age, color, religion, mental or physical disability, national origin, sexual orientation, gender identity or expression, military status, or any other characteristic protected by law.
#J-18808-Ljbffr