Client-Focused Financial Planning Associate

ep wealth advisors; Vancouver (WA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Flexible Work Schedule

Highly subsidized Health, Dental, and

Vision Plans

401k Retirement Account with company m

Free Mental Health services

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts and HealthS

Employee Financial Education

Educational Expense Reimbursement

Employee Charitable Donations

Employee Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors is seeking a Financial Planning Associate to work with advisors to develop tailored financial plans for high-net-worth clients in the Vancouver, WA region. You will help create, analyze, and deliver comprehensive plans, focusing on tax, retirement, estate, and investment strategy while managing client relationships.

You will participate in ongoing professional development, contribute to process improvements, and support mergers and acquisitions efforts as needed.

Qualifications

• Bachelor's degree required; CFP designation preferred or coursework in progress.
• CFP designation or CFP coursework in progress; Series 65 within 90 days if CFP not held.
• 0–2 years of experience in financial services or related field.

Responsibilities

• Develop and maintain client relationships while creating tailored financial plans for clients with $1M–$2M assets.
• Lead the creation of detailed financial plans including tax, retirement, estate, and investments.
• Review client data, present plans, and help implement recommendations with progress tracking.
• Manage the financial planning process, generate scenarios, and ensure timely deliverables.
• Mentor Financial Planning Interns and support team-wide process improvements.

Skills

Client relationship management

Financial analysis

Communication skills

Problem solving

Independent worker

Team collaboration

Attention to detail

Learning/adaptability

Education

Bachelor's degree

CFP coursework / CFP in progress

Tools

Tamarac

eMoney

Money Guide Pro

Zilculator

Holistiplan

Planner CS

Monday.com

Zoom

Microsoft Teams

Office Suite

Job description

EP Wealth Advisors is seeking a Financial Planning Associate to work with advisors to develop tailored financial plans for high-net-worth clients in the Vancouver, WA region. You will help create, analyze, and deliver comprehensive plans, focusing on tax, retirement, estate, and investment strategy while managing client relationships.

You will participate in ongoing professional development, contribute to process improvements, and support mergers and acquisitions efforts as needed.