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
What You’ll Do
What You Bring
Ready to grow your book, income, and impact—without cold calls?
Apply now or message me to learn more.
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