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Financial Planner Jobs in Renton, WA (NOW HIRING)

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

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 ...

Northwestern Mutual

Financial Advisor

Seattle, WA

$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

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

Bellevue, 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

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 ...

Northwestern Mutual

Financial Advisor

Seattle, WA

$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

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

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 ...

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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 10, 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 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

Senior Financial Planning & Analysis Leader

CFS

Bellevue, WA • Hybrid

$135K - $165K/yr

Full-time

Posted 10 days ago

Job description

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Senior Financial Planning & Analysis Leader

Location: Seattle, WA (Hybrid)
Salary Range: $135,000 – $165,000 USD

Our client is a growing technology company in a security‑focused space and is looking for a Senior Financial Planning & Analysis Leader to support how the business plans, forecasts, and makes investment decisions.

This role works closely with teams across marketing, product development, and go‑to‑market. It’s well‑suited for someone who has led budgeting and forecasting through a full fiscal year‑end, enjoys partnering directly with business leaders, and prefers practical, business‑focused finance over theory.

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 a key partner to the business.

  • Lead annual budgeting, forecasting, and long‑range planning processes tied to the fiscal year‑end
  • Partner with Marketing, Product, and Go‑to‑Market teams on spend planning and performance tracking
  • Build and maintain financial models, identify trends, and explain variances
  • Provide clear financial insights to support leadership decision‑making
  • Support scenario planning and forecasting as business priorities shift
  • Improve planning processes, tools, and reporting as the organization scales
Senior Financial Planning & Analysis Leader | Qualifications

The ideal Senior Financial Planning & Analysis Leader brings strong fundamentals and is comfortable working closely with non‑finance teams.

  • 7–10 years of experience in FP&A, corporate finance, or a related role
  • Demonstrated experience managing budgets and forecasts through a fiscal year‑end
  • Strong Excel and financial modeling skills
  • Comfortable explaining financial results in clear, straightforward terms
  • Ability to manage multiple priorities in a fast‑paced environment
  • Bachelor’s degree in Finance, Accounting, or a related field

This is a visible role with real ownership and influence. The Senior Financial Planning & Analysis Leader will work directly with leadership and play an important part in shaping planning, forecasting, and business decisions as the company continues to grow.

Apply