Financial Planner (CFP® or CPA)

Financial Planner (CFP® or CPA)

Location:

Silverdale, WA (100% In-Person / On-Site)

Job Type:

Full-Time, W2

Salary:

$120,000 per year (For active CFP® or CPA designations) The Opportunity Are you a detail-oriented financial professional looking to escape the "sales grind" and focus on technical planning and deep client relationships? Parker Financial LLC is a premier Registered Investment Advisory (RIA) firm in Silverdale, WA , specializing in wealth management for pre-retirees and retirees. We are looking for a dedicated, in-person team member to join our mission. This is a non-sales role with no quotas; our focus is entirely on exceptional care and professional expertise.

Key Responsibilities In-Person Client Management:

Lead face-to-face client meetings in our Silverdale office and serve as the primary point of contact for ongoing planning projects.

Financial Design:

Prepare comprehensive financial plans, conduct data analysis, and strategize tax-efficient retirement solutions.

Implementation:

Work closely with senior advisors to execute financial strategies and provide timely, high-quality service to client requests.

Relationship Building:

Cultivate rapport with clients in the 50+ age group, translating complex financial concepts into easily understandable guidance.

Qualifications Education:

Bachelor's Degree preferred.

Experience:

5+ years in financial services as a Financial Advisor preferred.

Designations:

CPA or CFP®

Licensing:

Series 65 (or equivalent) or willingness to obtain it within the first 90 days.

Schedule:

Ability to maintain a full-time (Monday-Friday, 8am-5pm) on-site presence in our Silverdale office.

Benefits & Perks Transparent Compensation:

Firm, designation-based salary structure.

Retirement:

401(k) with company matching.

Health & Life:

Medical insurance and Group Life Insurance.

Time Off:

2 weeks PTO, plus all Paid Holidays observed by the NYSE.

Professional Growth:

On-site mentorship and financial support for continuing education. Our Purpose & Mission Parker Financial is built on a foundation of integrity and service. Our team lives by a clear purpose statement: "We are faithful stewards who educate and inspire retirees to take action, achieving clarity, confidence, and freedom. Our ultimate goal is to stand before God and hear, 'Well done, good and faithful servant.' (Matthew 25:21)" How to Apply If you are passionate about financial planning and eager to make a meaningful impact on clients' lives, please submit your resume and a cover letter telling us why you are the best fit for this position, your professional history, and your career aspirations.

Pay:

From $120,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Life insurance Paid time off

Education:

Bachelor's (Preferred)

Experience:

Financial planning: 3 years (Preferred)

License/Certification:

Series 65 ore willingness to obtain in first 90 days (Preferred) CFP or CPA (Preferred) Ability to

Commute:

Silverdale, WA 98383 (Required)

Work Location:

In person