Financial Planner

About the Role

Quantum Financial Planning Services is seeking a CFP® professional to join one of our Diamond Teams as a Financial Planner. In this role, you'll deliver comprehensive financial planning, build warm and lasting client relationships, and grow your career along a clear path toward our Lead Financial Planner role. You'll support a Lead Financial Planner and Senior Financial Planner, take ownership of new and transferred client relationships, and help mentor an Associate Financial Planner — all within a collaborative team structure.

At Quantum, we believe great planners are developed through experience, mentorship, and meaningful client relationships. We're a high-net-worth focused RIA based in Spokane, WA, guided by our mission to help clients live meaningful lives by knowing them, caring for them, and guiding them toward their goals.

What You'll Do

• Serve as the primary advisor for a growing group of client households, owning their retention and experience
• Build trusted relationships by understanding each client's goals, values, and planning priorities
• Prepare for and lead client meetings, presenting clear financial planning recommendations
• Deliver comprehensive advice across retirement, tax, investment, risk management, and estate planning
• Onboard new clients and take over client relationships transferred within the team
• Collaborate with clients' CPAs, attorneys, and other professionals to carry out their plans
• Keep client data accurate and current across CRM, financial planning, and investment management systems
• Help train and mentor the Associate Financial Planner as they grow along the career track
• Ensure client advice and communications are properly documented and compliant with CFP Board and regulatory standards

What We're Looking For

• Bachelor's degree required
• CFP® certification required
• Experience in financial planning, investments, and insurance
• 2–4 years of experience in a direct advisory role (preferred)
• Leadership or mentoring experience (preferred)
• Experience with custodian platforms such as Charles Schwab (preferred)
• Familiarity with financial planning technology such as Wealthbox, RightCapital, Black Diamond, Jump, Zoom, G Reminders, or Microsoft 365 (preferred)

Why You'll Love Working Here

• Warm, collaborative team culture built around our core values: WOW Experience, Always Do the Right Thing, All-In Teamwork, and Growth Mindset
• A clear growth path toward increased client responsibility and the Lead Financial Planner role
• Real mentorship — both receiving it from senior planners and providing it to associates
• A firm genuinely invested in your long-term success

Pay: $90,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Work Location: In person