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The Well · Mount Vernon, Washington
Position:
Prospecting Planner/Financial Advisor
Mount Vernon, WA (On-site, with local travel to events)
Work Environment:
Full-time, On-Site, with monthly client dinners/workshops
Looking for a financial planning role where you can focus on advising—not cold calling? This is an excellent 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
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
Build relationships, referrals, and long-term client trust
What You Bring
3–7 years of client-facing experience in
financial planning / wealth management / tax strategy
Series 65 or 66
( or CFP® in lieu)
Strong communication +
public speaking skills.
High EQ, can read the room.
Entrepreneurial mindset + team-first attitude
Ready to grow your book, income, and impact—without cold calls?
Details
| Company | The Well |
| Location | Mount Vernon, Washington |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $85,000 – $85,000 / yr |