Financial Planner

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 firms 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 WaFds core values and ethics including integrity teamwork ownership simplicity discipline and addition they must be kind.

Key Responsibilities:

• Serve as an integral member of the Financial Planning team.
• Become proficient in WaFd Wealths standardized planning process and contribute to maintaining a structured repeatable approach to plan creation updates and delivery in alignment with firm directives.
• Quality controlreview plans for accuracy completeness and adherence to Team standards before delivery to clients.
• Training & developmentparticipate in training opportunities for new analysts including technical skills planning philosophy and client communication.
• Create comprehensive financial planspartner 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 followup on client requests and seamless integration of planning into the client experience.
• Prepare planning deliverablescreate reports summaries and visual materials that clearly communicate recommendations and progress toward client goals.
• Support strategic initiativescollaborate with Leadership on planningrelated projects technology enhancements and process improvements.

Ensuring Regulatory and Operational Compliance:

• 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.

Qualifications & Skills:

• 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.

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

We are committed to Equal Employment Opportunity and Affirmative Action. We recruit hire train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race color religion sex sexual orientation gender identity military and/or veteran status or disability in accordance with Executive Order 11246 Section 503 of the Rehabilitation Act of 1973 as amended and the Vietnam Era Veterans Readjustment Assistance Act of 1974 which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986 or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA you are encouraged to contact us at 800.324.9375

EEO Policy Statement - WaFd Bank

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