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Financial Planner Jobs in Renton, WA (NOW HIRING)

RK Partners

Financial Advisor-Seattle

Seattle, WA

$125K/yr

Using a holistic planning approach, our client manages over $11.05 billion in assets and services ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...

HealthPoint

Director of Financial Planning

Renton, WA · On-site

$137K - $234K/yr

The Director of Financial Planning is a strategic leadership role responsible for shaping and advancing the financial direction of the organization. Reporting directly to the Vice President of ...

Raymondjames

Financial Planning Consultant

Issaquah, WA · On-site +1

$55K - $110K/yr

Position Overview The Financial Planning Consultant is a core member of our team-supporting client relationships, preparing financial deliverables, coordinating followthrough, and ensuring every ...

CFS

Senior Financial Planning & Analysis Leader

Seattle, WA · Hybrid

$135K - $165K/yr

Senior Financial Planning & Analysis Leader | Responsibilities As a Senior Financial Planning & Analysis Leader , you'll take ownership of the company's core financial planning activities and act as ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Tacoma, WA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

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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
What are the most commonly searched types of Financial Planner jobs in Renton, WA? The most popular types of Financial Planner jobs in Renton, WA are:
What are popular job titles related to Financial Planner jobs in Renton, WA? For Financial Planner jobs in Renton, WA, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Renton, WA look for? The top searched job categories for Financial Planner jobs in Renton, WA are:
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
Infographic showing various Financial Planner job openings in Renton, WA as of May 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $108,749 per year, or $52.3 per hour.

Financial Advisor-Seattle

RK Partners

Seattle, WA

$125K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, our client manages over $11.05 billion in assets and services clients across the nation. 

Why become an Advisor? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors:

  • Marketing & Business Development- We generate the leads so that our Advisors don't have to invest their time on marketing efforts. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
  • Financial Planning- Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life.
  • Investment Management- Our trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc.
  • Operations and Client Services- We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's "to-do" list!
  • Unparalleled Professional Development- Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team.

Requirements:

  • The financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER professionals, Certified Public Accountants, or Chartered Financial Analysts, and have at least five years of financial planning experience.
  • Ability to assess a prospective client's needs and their financial goals.
  • A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
  • Effective communication skills. Ability to deliver comprehensive financial plans to clients.
  • Previous experience teaching classes or presenting is a plus.

Additional Details:

  • Salaried position + Benefits.
  • Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.
  • Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release.

Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy.

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