Financial Planner, CFP® at Tschetter Group

Bellevue, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Aug, 26

Salary

100000.0

Posted On

22 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Service, Investment Management, Financial Analysis, Tax Planning, Estate Planning, Retirement Planning, Business Planning, Salesforce, Microsoft Office Suite, Communication, Attention To Detail

Industry

Investment Management

Description

At Tschetter Group, we believe meaningful work is created by people who bring heart, ownership, and a genuine desire to contribute to something larger than themselves. If that resonates with you, we would love to meet you. Our Mission Give people optimism about life and money. Our Values * Be Courageous * Learn Continuously * Embrace Change * Relentlessly Pursue Excellence * Put Others First Our Purpose We are committed to the boundless possibilities of every individual, one interaction at a time, and inspiring a lifelong journey of learning, growth, and purpose. Position Description Title: Financial Planner Status: Full-time; Exempt Location: Bellevue, WA (In-Office) Job Summary Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. This position plays a key role in delivering a thoughtful, high-quality planning experience that helps clients gain clarity, confidence, and optimism around their financial lives. The Financial Planner works closely with relationship advisors and other team members to support the delivery of financial planning advice and strategies to clients. This role is responsible for preparing and maintaining financial plans, identifying planning opportunities, supporting client meeting preparation and follow-up, and helping ensure consistency in the firm’s planning process and client experience. As our team continues to grow, we are looking for someone who not only has strong technical planning skills, but also aligns with our culture, values, and mission. The right person will be collaborative, detail-oriented, client-focused, and excited to contribute to building and continuously improving the Tschetter Group planning experience. Duties and Responsibilities * Provide exemplary client service and communication to high-net-worth individuals and families * Embody the “Tschetter Group” way of caring for clients and connections while supporting and continuously improving the firm’s planning offering * Prepare, maintain, and update financial plans and planning analyses for clients * Support advisors in identifying planning opportunities and developing recommendations across a variety of financial planning topics * Assist in preparing for client meetings, including meeting agendas, presentations, and follow-up action items * Participate in client meetings at the advisor’s discretion * Serve as a resource to advisors and team members on financial planning-related questions and strategies * Support the delivery of consistent planning processes, workflows, and client experiences across the firm * Maintain strong attention to detail, organization, and follow-through in all planning work * Collaborate with advisors, service team members, and external professionals to help coordinate client planning needs * Continue developing technical planning knowledge and staying current on industry trends and best practices * Does not act as primary relationship manager Qualifications * Bachelor’s degree and CFP® certification required. * Ability to serve as SME (subject matter expert) in one or more financial planning areas (e.g. tax, estate, business, retirement). * Proficiency in financial planning software and ability to analyze financial data accurately. * Ability to work independently and collaboratively within a fast-paced environment. * Proficiency in Microsoft Office Suite and CRM software (e.g. Salesforce). * Strong verbal and written communication skills, with a keen attention to detail. * Commitment to maintaining confidentiality and professionalism in all client interactions. * Drive and desire to help and serve others. * High emotional and social intelligence. Salary and Benefits * Competitive salary based on experience. * May be eligible for incentive bonus tied to individual and firm performance. * Comprehensive benefits package including dental, vision, health care, and 401(k) with company match. * Parental leave for birthing and non-birth parents * Opportunities for professional development and career advancement within the firm. * Collaborative and supportive work environment with a focus on work-life balance. Tschetter Group is an Equal Opportunity Employer.

Responsibilities

The Financial Planner is responsible for preparing and maintaining high-quality financial plans and analyses for high-net-worth clients. They collaborate with relationship advisors to identify planning opportunities and support client meeting preparation and follow-up.