Join Our Team
Careers at Quantum Financial Planning
Quantum Financial Planning is a locally owned, comprehensive financial planning firm that has been providing clarity and guidance to clients since 1979. Based in Spokane, Washington, we proudly serve clients across the United States. Our firm is dedicated to delivering exceptional service through a team approach and a strong process-focused workflow. As a fiduciary, we prioritize our clients' interests, specializing in financial and retirement planning.
At Quantum Financial Planning, our team-driven culture sets us apart, as we encourage our team members to grow and achieve their professional goals. We foster a collaborative and supportive environment, focusing on financial planning first to ensure the best outcomes for our clients. We’re seeking high-achieving, service-oriented team players who thrive in a family-like atmosphere and are eager to build a rewarding career with us.
Join us at Quantum Financial Planning and be part of a firm that values excellence, teamwork, and continuous professional development.
What it's Like to Work for Us
We pride ourselves on having a strong company culture. But, don't just take our word for it. Here's what our current employees have to say about working for Quantum.
"Working at Quantum has been such a great experience. The firm focuses on serving clients first and gives their employees an exceptional work-life balance. The culture prioritizes both professional excellence and personal fulfillment, with a supportive leadership team that helps guide development. With a strong emphasis on client service, every team member plays a pivotal role in positively impacting our clients' financial futures. Collaboration and camaraderie define the workplace, as a fast-paced firm that fosters growth and mutual respect. Joining our team means becoming part of a close-knit family!"
-Ryan Farmin, CFA®, CFP® (Financial Planner)
"I love that Quantum has recognized my strengths and made sure my tasks are aligned well with my capabilities. Also, they’ve listened to me when I’ve expressed interest in learning new skills or trying out new roles, and given me room to grow. Because of this, my role has continued to shift and evolve year after year so I never become bored or complacent. I appreciate that Quantum is an employer that cares about its team members, and listens to feedback. Our leadership team encourages us to voice our concerns or the pain points of our workloads so we can make improvements. "
-Caitlin Lewis (Compliance Specialist)
Employee Benefits
- PTO
- 9-11 Holidays off each year
- Health & Dental insurance
- HSA contribution
- 401k & matching
- Disability & group term insurance
- Quarterly bonus
- Professional Development
- Help to achieve professional designations (CFP & Paraplanner)
- Help keeping up CE credits
- Attend industry conferences to keep up on knowledge in financial planning
- Summer hours! Office closes at 3:30pm June 1 - Sept 1 on Fridays
- Team volunteer events & happy hours
Career Opportunities
Financial Planner
We take pride in providing comprehensive financial planning, investment, and wealth management services to our clients. Covering everything from retirement planning, risk assessment to estate planning and tax planning. Our team of dedicated professionals ensure that clients receive personalized guidance and support tailored to their unique financial needs.
Investment Operations Department
Our Investment Operations Team is the engine that drives our firm’s investment processes. Their multifaceted role encompasses critical functions that directly impact our clients’ financial well-being. They are responsible for investment monitoring and reporting as well as trading implementation and execution.
Client Service Department
Our Client Service Department serves as the connection between our valued clients and team. Their core objective is to create an exceptional “Wow” client experience.They set the tone for every client interaction, greeting clients with warmth, professionalism and genuine care. Whether it’s answering phone calls promptly or addressing inquiries via email, processing forms or taking trade requests, they ensure clients are taken care of.
Internship Program
We strongly believe in education and equipping the next generation of financial planners. Our internship program provides an opportunity for college students and aspiring financial planners to get a glimpse into what it’s like to work at an Independent RIA. In our program, interns will not be asked to do tasks but will rather observe the day to day office operations. They will have opportunities to sit in on client meetings, get one-on-one time with advisors to ask questions and learn more about the industry, and get to know team members in different departments.
