Top 681 planner Jobs in washington state

Financial Planner
The Retirement Solution —Mill Creek, WA
- From $85,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Relocation assistance
Quick Apply
Attorney - Estate Planning, Probate & Tax
Brothers Henderson Durkin, P.S. —Seattle, WA
- $150,000 - $300,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Production Planner II
IDD Aerospace - Safran Group —Redmond, WA
- $80,000 - $90,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Land Planner - CESCL Site Inspector
CES NW Inc —Puyallup, WA
- $25 - $30 an hour
- Overtime
- Hybrid work
- Background check
- Microsoft Outlook
- Construction site
- Health insurance
- Dental insurance
Quick Apply
Events Coordinator
Anacortes Chamber of Commerce —Anacortes, WA
- $24 - $28 an hour
- Weekends as needed
- Social media management
- Customer service
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Director of Financial Planning
HealthPoint —Renton, WA
- $137,370 - $234,900 a year
- Hybrid work
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Wellness program
- Health savings account
Quick Apply
9d
Production Manager
NVT Group —Burlington, WA
- From $100,000 a year
- Full-time
- Analysis skills
- Electrical experience
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Senior Manager, Applied Science, Network Planning Solutions
Amazon.com Services LLC —Seattle, WA
- $218,800 - $295,900 a year
- Full-time
- Computer science
- 5 years
- Senior level
- AD&D insurance
- Health insurance
Buyer/Planner
Amphenol CIT —Snoqualmie, WA
- $80,000 - $115,000 a year
- Full-time
- Customer service
- English
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Planner Coordinator (I, II or Sr)
Chelan County Public Utility District —Wenatchee, WA
- $80,560 - $142,100 a year
- Full-time
- Mechanic experience
- Heavy equipment operation
- Computer literacy
- AD&D insurance
- Health insurance
Production Manager
Steeler, Inc. —Seattle, WA
- $70,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Strategic Financial Planning Analyst (II - Lead)
Chelan County Public Utility District —Wenatchee, WA
- $83,200 - $152,900 a year
- Full-time
- CPA
- 3 years
- Finance
- Health insurance
- Dental insurance
4d
Operations Manager
Arclin USA —Tacoma, WA
- $120,000 - $130,000 a year
- On call
- Microsoft Outlook
- 5 years
- Engineering
Quick Apply
Electrical Maintenance Planner - FIFO Rotational (Alaska)
Teck —Washington State
- $106,800 - $160,200 a year
- Full-time
- 5 years
- Bachelor of Science
- Pass drug screening
Manufacturing Director (Biotech)
Vmrd, inc —Pullman, WA
- $106,500 - $120,000 a year
- Full-time
- Bachelor's degree
- Team management
- Travel
- Health savings account
- AD&D insurance
Quick Apply
2d
Inventory Planning Manager
Custom Cones USA and DaySavers —Renton, WA
- $90,000 - $100,000 a year
- Full-time
- 5 years
- ERP systems
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Banquet Manager
Snoqualmie Casino & Hotel —Snoqualmie, WA
- $77,837.23 - $112,085.62 a year
- Weekends as needed
- Mid-level
- Bachelor's degree
- Organizational skills
- Free parking
- Disability insurance
Quick Apply
Business Planning & Estate Attorney – Tax Emphasis
NW Recruiting Partners —Seattle, WA
- $145,000 - $185,000 a year
- Full-time
- CPA
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
Manufacturing Manager
Port Angeles Composite —Port Angeles, WA
- $80,000 - $110,000 a year
- Full-time
- Master's degree
- 8 years
- Bachelor's degree
- Relocation assistance
- Health insurance
Quick Apply

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Financial Planner

The Retirement Solution
Mill Creek, WA

Quick Apply

Job Details

Full-time
From $85,000 a year

Benefits

Health savings account
Relocation assistance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Life Insurance License
Wealth management
Retirement investment allocation
CFP
Series 66
Retirement income projection
Prospecting
Financial services
CRM system proficiency
Productivity software
Series 65
Life & Health Insurance License
Practicing in the securities industry
Retirement plan design

Full Job Description

Why You’ll Love This Role
Are you passionate about helping families achieve their dream retirement? Do you thrive when building relationships, educating others, and stepping into the spotlight to share your expertise? At The Retirement Solution, we put families first - and our Prospecting Planners are at the heart of creating confident, secure retirements.

As a Prospecting Planner, you’ll guide prospective clients through some of life’s most meaningful financial decisions, deliver educational seminars and media appearances, and help shape the first impression of our firm with warmth, clarity, and professionalism. This is a high-impact, client-facing role where your work directly drives new relationships and growth for the firm.

What You’ll Do

Lead discovery meetings with retirement-ready clients to understand goals, income needs, and priorities
Provide expert guidance on retirement planning, investments, taxes, estate planning, and insurance
Develop and deliver initial financial plans alongside Associate Planners
Maintain a disciplined prospect pipeline with clear follow-up and documentation
Deliver educational seminars, webinars, and media appearances in partnership with Marketing
Ensure seamless client transitions to Servicing Planners, and identify opportunities to re-engage existing clients
Uphold the firm’s high standards of professionalism, empathy, and fiduciary responsibility

What We’re Looking For

Bachelor’s degree in finance, business, economics, or related field; CFP® strongly preferred
5+ years of client-facing financial planning or wealth management experience, ideally with retirement-ready clients
Series 65 or 66 required unless holding CFP®; WA State Insurance License (Health & Life) required
Exceptional communication, presentation, and analytical skills
Proficiency with Microsoft Office and CRM/portfolio management systems

Why You’ll Thrive Here

Help families turn their retirement dreams into a clear, confident reality
Step into the spotlight with public-facing seminars and media appearances
Collaborate with team members who prioritize respect, transparency, and acting in clients’ best interests
Competitive compensation: base + commission or 100% commission options

Job Type: Full-time

Pay: From $85,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Relocation assistance
Retirement plan
Vision insurance

License/Certification:

Series 65 (Required)
CFP (Preferred)

Ability to Commute:

Mill Creek, WA 98012 (Required)

Ability to Relocate:

Mill Creek, WA 98012: Relocate with an employer provided relocation package (Required)

Work Location: In person

Quick Apply

Refine Your Search

planner jobs in washington state

Financial Planner

Attorney - Estate Planning, Probate & Tax

Production Planner II

Land Planner - CESCL Site Inspector

Events Coordinator

Director of Financial Planning

Production Manager

Senior Manager, Applied Science, Network Planning Solutions

Buyer/Planner

Planner Coordinator (I, II or Sr)

Production Manager

Strategic Financial Planning Analyst (II - Lead)

Operations Manager

Electrical Maintenance Planner - FIFO Rotational (Alaska)

Manufacturing Director (Biotech)

Inventory Planning Manager

Banquet Manager

Business Planning & Estate Attorney – Tax Emphasis

Associate Wealth Manager

Manufacturing Manager

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