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Weekend Financial Planner Jobs in Seattle, 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 ...

Range

Senior Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

About the role We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This ...

RK Partners

Financial Planner--Irvine, California

Seattle, WA · On-site

$86K - $116K/yr

Financial Planning Strategist (*this role is also availble in Seattle, WA) Looking to join one of the fastest growing RIAs that's passionate about serving our clients with industry leading financial ...

DataAnnotation

Financial Planner - AI Trainer

Everett, WA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Renton, WA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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Financial Planner - AI Trainer

Tacoma, WA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Kent, WA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Bellevue, WA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Seattle, WA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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All JobsFinancial Planner JobsWeekend Financial Planner JobsWeekend Financial Planner Jobs in Seattle, WA

Weekend Financial Planner information

See Seattle, WA salary details

$57.5K

$110K

$158.8K

How much do weekend financial planner jobs pay per year?

As of Aug 12, 2026, the average yearly pay for weekend financial planner in Seattle, WA is $110,026.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $116,100.00 per year, depending on experience, location, and employer.

Do weekend financial planners work weekends?

Weekend financial planners often work on weekends to accommodate clients' schedules, especially during busy periods like tax season or financial year-end. Their work hours can include evenings and weekends, depending on client needs and firm policies, and they may need to be flexible to provide timely advice and support.

What unique challenges and opportunities come with working as a Weekend Financial Planner?

As a Weekend Financial Planner, you may encounter the challenge of balancing client availability with your own schedule, since many clients seek advice outside traditional business hours. This role often involves a high degree of flexibility and self-motivation, as you may work independently or as part of a smaller weekend team. On the positive side, working weekends allows you to serve clients who are unable to meet during the week, potentially expanding your client base. Additionally, this schedule can provide more control over your work-life balance and may offer unique advancement opportunities within firms that value off-hours client service.

What are the key skills and qualifications needed to thrive as a Weekend Financial Planner?

To thrive as a Weekend Financial Planner, you need a strong grasp of financial planning principles, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, portfolio management systems, and spreadsheet tools is typically required. Strong interpersonal skills, trustworthiness, and effective communication are essential for building client relationships and clearly explaining complex financial concepts. These skills and qualities are critical for delivering sound financial advice and maintaining client trust during flexible weekend hours.

What is a Weekend Financial Planner?

A Weekend Financial Planner is a financial advisor who offers their services primarily during weekends to accommodate clients who are unavailable during regular business hours. They help individuals and families create budgets, plan for retirement, manage investments, and achieve their financial goals. These professionals may work independently, for financial firms, or as part of a team, providing personalized advice and planning sessions outside of typical weekday schedules.

Are there part-time weekend financial planner jobs?

Part-time weekend financial planner jobs are available in the industry, often requiring certifications such as CFP and flexible scheduling to accommodate clients' availability. These roles typically involve advising clients on investments, retirement planning, and financial strategies during weekends or after standard business hours.
What are the most commonly searched types of Financial Planner jobs in Seattle, WA? The most popular types of Financial Planner jobs in Seattle, WA are:
What are popular job titles related to Weekend Financial Planner jobs in Seattle, WA? For Weekend Financial Planner jobs in Seattle, WA, the most frequently searched job titles are:
What job categories do people searching Weekend Financial Planner jobs in Seattle, WA look for? The top searched job categories for Weekend Financial Planner jobs in Seattle, WA are:
Weekend Financial Planner jobs near you

Financial Planner

Range

Bellevue, WA • On-site

$85K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days 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, reporting directly to the General Manager of Financial Planning. 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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