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Prospecting Planner

The Well

Mount Vernon, WA

Position: Prospecting Planner

Location: Mount Vernon, WA (On-site, with local travel to events)

Compensation: Base + Commission/Bonus + Competitive Benefits+ Warm Leads

Work Environment: Full-time, On-Site, with regular evening client events

Looking for a financial planning role where you can focus on advising —not cold calling? This is a ground-floor 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 + tools ( Orion, Salesforce, planning software )
  • 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 in financial planning / wealth management
  • Series 65 or 66 (CFP® preferred)
  • Strong communication + public speaking skills
  • 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 or message me to learn more.

Apply
Vacancy posted 23 hours ago
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