Financial Planning Jobs in Seattle, WA
Financial Planning jobs in Seattle, Washington are open across the metro, with employers like Amazon, Blue Origin, and Socure hiring at every experience level. Scan the live roles below and apply to whichever ones fit.
Find Financial Planning JobsOverview
Open roles53
Top employerAmazon
Work type96% On-site
Top credentialBachelor's
Companies hiring12
Showing 5 of 53+ Financial Planning jobs
Director, Financial Planning
We won't show you this job again
Added 1w ago
WaFd Bank
Director, Financial Planning
Seattle, Washington
Added 1w ago
Director of Financial Planning and Analysis
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Added 3w ago
YMCA Of Greater Seattle
Director of Financial Planning and Analysis
Seattle, Washington
Added 3w ago
Financial Planning Consultant
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Added 3mo ago
Raymond James
Financial Planning Consultant
Seattle, Washington
Added 3mo ago
Senior Financial Analyst
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Added 2d ago
Amazon.com
Senior Financial Analyst
Seattle, Washington
Added 2d ago
Operations Financial Analyst Sr.
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Added 4d ago
Blue Origin
Operations Financial Analyst Sr.
Seattle, Washington
Added 4d ago
Added 1w ago
Director, Financial Planning
WaFd Bank·Seattle, Washington
$165k - $175k/yr
5+ yrs exp.
Full Time
1,001-5,000 employees
Job Description
Min: USD $165,000.00/Yr. Max: USD $175,000.00/Yr. Job Summary:
The Director provides advanced planning expertise, coaches and develops team members, manages workflow and quality control, and partners closely with Relationship Managers and Advisors to ensure planning drives meaningful client outcomes. Within the first 9–12 months, the Director is expected to independently produce comprehensive financial plans while elevating the capabilities of the planning team.
This leader contributes to delivering a consistent, high-quality client experience through thoughtful analysis, attention to detail, and collaboration with the client and Wealth team. Candidate reflects WaFd’s core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
Key Responsibilities:
The Director of Financial Planning leads WaFd Wealth’s financial planning function and oversees a team of Financial Planning support staff. This role is responsible for building, implementing, and enforcing a structured, repeatable planning process as directed by the CEO, ensuring consistency, quality, and a premium client experience across all planning engagements.
The Director provides advanced planning expertise, coaches and develops team members, manages workflow and quality control, and partners closely with Relationship Managers and Advisors to ensure planning drives meaningful client outcomes. Within the first 9–12 months, the Director is expected to independently produce comprehensive financial plans while elevating the capabilities of the planning team.
This leader contributes to delivering a consistent, high-quality client experience through thoughtful analysis, attention to detail, and collaboration with the client and Wealth team. Candidate reflects WaFd’s core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
Key Responsibilities:
- Lead the planning team—manage, mentor, and develop a team of analysts and planners, providing technical guidance, workflow oversight, and performance feedback.
- Establish a standardized planning process—build and maintain a structured, repeatable process for plan creation, updates, and delivery, ensuring alignment with CEO directives.
- Quality control—review plans for accuracy, completeness, and adherence to Team standards before delivery to clients.
- Training & development—create training opportunities for new analysts, including technical skills, planning philosophy, and client communication.
- Create comprehensive financial plans—independently build full financial plans within 9–12 months, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.
- Oversee complex casework—serve as the escalation point for sophisticated planning scenarios requiring advanced technical expertise.
- Develop planning tools proficiency—maintain expert‑level proficiency in RightCapital and other planning systems; guide team members in best practices.
- Partner with Relationship Managers to ensure timely follow‑up on client requests and seamless integration of planning into the client experience.
- Prepare planning deliverables—oversee creation of 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.
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).
- 5+ years of financial planning experience, including direct plan creation and client-facing planning discussions.
- Leadership experience—managing, coaching, or mentoring planning staff.
- 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.
- Experience building or scaling a planning department (preferred)
- 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
EEO Statement:
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
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act 2026
WaFd Bank
Director, Financial Planning
Seattle, Washington
Added 1w ago1,001-5,000 employees
$165k - $175k/yr
5+ yrs exp.
Full Time
Job Description
Min: USD $165,000.00/Yr. Max: USD $175,000.00/Yr. Job Summary:
The Director provides advanced planning expertise, coaches and develops team members, manages workflow and quality control, and partners closely with Relationship Managers and Advisors to ensure planning drives meaningful client outcomes. Within the first 9–12 months, the Director is expected to independently produce comprehensive financial plans while elevating the capabilities of the planning team.
This leader contributes to delivering a consistent, high-quality client experience through thoughtful analysis, attention to detail, and collaboration with the client and Wealth team. Candidate reflects WaFd’s core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
Key Responsibilities:
The Director of Financial Planning leads WaFd Wealth’s financial planning function and oversees a team of Financial Planning support staff. This role is responsible for building, implementing, and enforcing a structured, repeatable planning process as directed by the CEO, ensuring consistency, quality, and a premium client experience across all planning engagements.
The Director provides advanced planning expertise, coaches and develops team members, manages workflow and quality control, and partners closely with Relationship Managers and Advisors to ensure planning drives meaningful client outcomes. Within the first 9–12 months, the Director is expected to independently produce comprehensive financial plans while elevating the capabilities of the planning team.
This leader contributes to delivering a consistent, high-quality client experience through thoughtful analysis, attention to detail, and collaboration with the client and Wealth team. Candidate reflects WaFd’s core values and ethics, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
Key Responsibilities:
- Lead the planning team—manage, mentor, and develop a team of analysts and planners, providing technical guidance, workflow oversight, and performance feedback.
- Establish a standardized planning process—build and maintain a structured, repeatable process for plan creation, updates, and delivery, ensuring alignment with CEO directives.
- Quality control—review plans for accuracy, completeness, and adherence to Team standards before delivery to clients.
- Training & development—create training opportunities for new analysts, including technical skills, planning philosophy, and client communication.
- Create comprehensive financial plans—independently build full financial plans within 9–12 months, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.
- Oversee complex casework—serve as the escalation point for sophisticated planning scenarios requiring advanced technical expertise.
- Develop planning tools proficiency—maintain expert‑level proficiency in RightCapital and other planning systems; guide team members in best practices.
- Partner with Relationship Managers to ensure timely follow‑up on client requests and seamless integration of planning into the client experience.
- Prepare planning deliverables—oversee creation of 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.
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).
- 5+ years of financial planning experience, including direct plan creation and client-facing planning discussions.
- Leadership experience—managing, coaching, or mentoring planning staff.
- 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.
- Experience building or scaling a planning department (preferred)
- 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
EEO Statement:
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
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act 2026
See All 53 Financial Planning Jobs in Seattle
Find roles in Seattle that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Job Market in Seattle
Who's Hiring
- Amazon40
- Blue Origin3
- Socure1
- Anduril1
- Nordstrom1
Top Industries Hiring
- Technology & Software42
- Retail41
- E-Commerce & Online Marketplaces40
- Aerospace & Defense3
- Non-Profit & Social Services2
Financial Planning Jobs in Seattle: Frequently Asked Questions
How many financial planning jobs are there in Seattle?
There are 53+ financial planning openings in Seattle, Washington on Migrate Mate as of June 2026. New positions post regularly as Seattle employers hire.
Which companies hire financial plannings in Seattle?
Companies currently hiring financial plannings in Seattle include Amazon, Blue Origin, and Socure, per current listings on Migrate Mate as of June 2026.
Are there remote financial planning jobs in Seattle?
Yes. About 4% of financial planning openings tied to Seattle are remote or hybrid as of June 2026. The rest are on-site roles based in and around Seattle.
Which industries hire the most financial plannings in Seattle?
Seattle financial planning roles concentrate in Technology & Software, Retail, and E-Commerce & Online Marketplaces, based on current listings on Migrate Mate as of June 2026.
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See All 53 Financial Planning Jobs in Seattle
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