Associate Planner – Financial Services (100% On-Site | Washington State Residents Only)

About the Company:
A leading financial planning practice dedicated to helping individuals achieve their financial goals and secure their future. With a strong commitment to exceptional customer service, personalized strategies, and expert financial guidance, we are expanding our team and seeking a driven Associate Planner to join our dynamic practice.

This role is an exciting opportunity for licensed financial professionals who are passionate about client service, detail-oriented, and eager to grow their career in financial planning.

Job Overview:

As an Associate Planner, you will play a key role in supporting Financial Planners through client interaction, administrative support, and account management. This is a 100% on-site position based in Washington State. Candidates must reside in Washington State to be considered.

Key Responsibilities:

Support Financial Planners with daily activities including preparing correspondence, income plans, and client reports.

Interact with clients in person and over the phone, delivering exceptional customer service and ensuring client needs are met promptly.

Prepare and review new account paperwork with accuracy and compliance.

Facilitate and resolve client service requests in a timely, professional manner.

Apply operational and client-service process knowledge to improve efficiency.

Independently manage tasks and deadlines while supporting overall team objectives.

Organize and prepare all necessary paperwork for client meetings.

Safeguard sensitive information with the highest level of confidentiality.

Oversee administrative office functions, including supplies and mail management.

Perform additional duties as needed to support practice success.

Required Qualifications:

Licenses: Series 7, Series 66, and active insurance licenses (required).

Experience: Minimum 2 years in financial services or insurance industry.

Strong knowledge of compliance, client service, and financial planning support functions.

Detail-oriented with the ability to thrive in a fast-paced environment.

Demonstrated commitment to delivering exceptional client experiences.

Ability to manage multiple priorities effectively.

Strong interpersonal skills, professionalism, and team-oriented mindset.

Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams).

Experience with CRM systems (Salesforce, Redtail, or similar) and financial planning software such as Morningstar, eMoney, or MoneyGuidePro is highly preferred.

Why Join Us?

We offer a supportive, growth-driven environment where your contributions directly impact client success and team achievement. As part of our team, you will gain hands-on experience alongside seasoned Financial Planners, expanding your professional skills while making a difference in clients’ financial futures.

Benefits & Perks:

Competitive compensation package

Comprehensive medical, dental, and vision insurance

401(k) retirement plan with company match

Paid time off (PTO) and paid holidays

Professional development, licensing, and continuing education support

Career growth opportunities within a thriving financial planning practice

Collaborative and values-driven workplace culture

Employment Details:

Location: 100% On-Site | Washington State (Local residents only)

Job Type: Full-time

Industry: Financial Services / Wealth Management

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.