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Financial Planner Jobs in Renton, WA (NOW HIRING)

Range

Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their ...

DataAnnotation

Financial Planner

Bellevue, WA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Financial Planner

Tacoma, WA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Financial Planner

Renton, WA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Financial Planner

Seattle, WA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Financial Planner

Kent, WA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Financial Planner

Federal Way, WA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

Range

Senior Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their ...

MassMutual

Associate Financial Planner

Mercer Island, WA · On-site

$80K - $100K/yr

We are seeking a highly detail-oriented Associate Financial Planner who thrives in both technical execution and client collaboration to join our firm and play a critical role in our financial ...

MassMutual

Associate Financial Planner

Mercer Island, WA · On-site

$80K - $100K/yr

We are seeking a highly detail-oriented Associate Financial Planner who thrives in both technical execution and client collaboration to join our firm and play a critical role in our financial ...

RK Partners

Financial Planner-Irvine, CA

Seattle, WA

$80K - $95K/yr

Financial Planning Strategist-Redmond or Mercer Island, WA (*this role is also availble in Seattle, WA) Looking to join one of the fastest growing RIAs that's passionate about serving our clients ...

RK Partners

Financial Planner-Irvine, CA

Seattle, WA

$86K - $116K/yr

Financial Planning Strategist-Redmond or Mercer Island, WA (*this role is also availble in Seattle, WA) Looking to join one of the fastest growing RIAs that's passionate about serving our clients ...

Zumiez

Merchandise Financial Planner

Lynnwood, WA · On-site

$28.85 - $33.65/hr

Merchandise Financial Planner DEPARTMENT: Planning REPORTS TO: Apparel Planning Manager FLSA STATUS: Non-Exempt EFFECTIVE DATE: 02/2026 PAY RANGE: $28.85 to $33.65 depending on experience LOCATION:

W3Global Inc.

Financial Advisor

Bellevue, WA · Hybrid

$85K - $100K/yr

Expertise in Financial Planning, Retirement Planning, and Financial Advisory to provide comprehensive and strategic advice to clients * Proficiency in Finance and Investments to develop and implement ...

Robert W Baird & Co

Sr Estate Planner

Seattle, WA

$110K - $190K/yr

Create relationships with Baird Financial Advisors and discuss their most important and complex client estate planning situations. Participate directly in client conference calls and meetings. On ...

Ameriprise Financial

Financial Advisor

Bellevue, WA

$53K - $83K/yr

Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Renton, WA

Financial Planner information

See Renton, WA salary details

$56.8K

$108.7K

$156.9K

How much do financial planner jobs pay per year?

As of Jun 9, 2026, the average yearly pay for financial planner in Renton, WA is $108,749.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,500.00 and $114,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planner, and why are they important?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

What is a Financial Planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What Are Financial Planners?

A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals. As a financial planner, you meet with your clients for multiple consultation sessions, which are designed to identify a client's current financial situation and determine a realistic goal for which to aim. You then recommend various strategies and practices to help your client make progress towards their goals. Generally, these recommendations revolve around investment strategies, but you may outline budgetary duties as well. Knowledge of current market trends is crucial, as is experience in business or wealth management.

What are some common challenges Financial Planners face when building a client base, and how can these be effectively addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
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What cities near Renton, WA are hiring for Financial Planner jobs? Cities near Renton, WA with the most Financial Planner job openings:
Financial Planner jobs near you
Financial Planner

Financial Planner

Range

Bellevue, WA • On-site

$85K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 hours ago

Job description

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family - members can get answers to their questions anytime and feel confident that their money is working for them.
Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people!
About the role
We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.
But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Seattle. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment.
What you'll do with us
  • Gain a deep understanding of our members' unique needs and aspirations to confidently advise them on their financial goals
  • Build and implement iterative financial plans and wealth strategies
  • Maintain an in-depth understanding of financial planning, investments, and tax planning
  • Be an active part of a collaborative team and share best practices
  • Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
  • Research and present investment strategies
  • Coordinate tax filing and estate planning

What will set you apart
  • Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
  • 4-8+ years experience in a client-facing financial services roles
  • Experience with in depth tax planning and building tax projections for clients
  • Significant experience in delivering financial advice directly to consumers
  • Exceptional investment acumen and knowledge of broader planning topics
  • Significant experience using financial services technology
  • Interest in or passion for the tech space, and a desire to change the industry
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred

Benefits
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • Hybrid work environment opportunities available for select employees
  • PTO
  • Top of Market Pay
  • Paid parental leave
  • In-person team & company events

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

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