Prospecting Planner Job at The Well, Mount Vernon, WA

  • The Well
  • Mount Vernon, WA

Job Description

Job Description

Position: Prospecting Planner

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

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

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

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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.

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Why Join Us

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  • Warm, qualified leads (no cold prospecting)
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  • Host seminars & dinner workshops to build client relationships
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  • Strong team support + tools ( Orion, Salesforce, planning software )
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  • 401(k) w/ 6% match , full benefits, PTO
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  • Weekly training + real career growth
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  • Relocation assistance available
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What You’ll Do

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  • Deliver holistic financial plans (investments, tax, insurance, estate)
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  • Guide prospects through a 4-meeting process
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  • Lead educational events (no hard selling)
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  • Build relationships, referrals, and long-term client trust
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What You Bring

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  • 3–7 years in financial planning / wealth management
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  • Series 65 or 66 (CFP® preferred)
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  • Strong communication + public speaking skills
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  • Experience with affluent or pre-retiree clients
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  • Entrepreneurial mindset + team-first attitude
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Ready to grow your book, income, and impact—without cold calls?

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Apply now or message me to learn more.

Job Tags

Full time, Local area, Relocation package, Afternoon shift

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