Financial Planner at WAFDAL in US-WA-Seattle

Job description

• The Financial Planner is a CFP® professional who works alongside a dedicated team of financial planning support staff. This role participates in the execution and continuous improvement of the firm's structured planning process, as directed by leadership, helping to ensure consistency, quality, and a premium client experience across all planning engagements.
• The Financial Planner partners with the Financial Planning team, Relationship Managers, and Advisors to deliver meaningful client outcomes. Through thoughtful analysis, attention to detail, and collaboration, the Financial Planner helps ensure a consistent, high-quality client experience.
• Candidate reflects WaFd’s core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind .

Responsibilities

• Serve as an integral member of the Financial Planning team.
• Become proficient in WaFd Wealth’s standardized planning process and contribute to maintaining a structured, repeatable approach to plan creation, updates, and delivery in alignment with firm directives.
• Quality control—review plans for accuracy, completeness, and adherence to Team standards before delivery to clients.
• Training & development—participate in training opportunities for new analysts, including technical skills, planning philosophy, and client communication.
• Create comprehensive financial plans—partner with the Financial Planning team to build full financial plans, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.
• Maintain proficiency in RightCapital and other planning systems.
• Partner with Relationship Managers to ensure timely follow‑up on client requests and seamless integration of planning into the client experience.
• Prepare planning deliverables—create reports, summaries, and visual materials that clearly communicate recommendations and progress toward client goals.
• Support strategic initiatives—collaborate with Leadership on planning‑related projects, technology enhancements, and process improvements.
• Maintain the integrity of WaFd Wealth business needs in all account processes and servicing activities.
• Use resources provided as needed.
• Adhere to WaFd Wealth policies and procedures.
• Complete and pass all assigned compliance courses and assigned certifications as required.
• Avoid all real or perceived conflicts of interest and always maintain client privacy and confidentiality.

Requirements

• CFP® certification (active and in good standing).
• Strong analytical skills with the ability to interpret and present complex financial information.
• Excellent written and verbal communication skills.
• High attention to detail, accuracy, and organization.
• Proficiency with RightCapital (preferred) and Microsoft Office suite.
• Demonstrated professionalism, sound judgment, and commitment to client confidentiality.
• Familiarity with Salesforce or similar CRM systems.

Skills

Required

• CFP® certification
• Analytical skills
• Attention to detail
• Organization
• Professionalism
• Sound judgment
• Client confidentiality

Preferred

• RightCapital
• Microsoft Office suite
• Salesforce or similar CRM systems

Benefits

• At WaFd Bank you get all of these great benefits!
• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans
• WaFd Bank Benefits Summary - Click here for more information