Financial Planning Associate - Client-Focused Wealth

EP Wealth Advisors, LLC; Vancouver, Northern (WA, KY); Hybrid; USD 70,000 - 94,000; 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

401k with company match

Health, Dental, Vision plans

Mental Health services

Life Insurance

Disability Insurance

Employee Education Reimbursement

Employee Assistance Program

Job summary

EP Wealth Advisors in Vancouver, WA is seeking a Financial Planning Associate to collaborate with advisors on tailored client plans. You will develop and deliver comprehensive financial plans for clients with $1M–$2M AUM, and assist in more complex cases under supervision.

Ideal candidates have a Bachelor's, CFP progress or designation, and 0–2 years in financial services. The role offers a supportive team, strong growth and a competitive benefits package.

Qualifications

• Bachelor's degree required; CFP in progress or CFP designation preferred.
• 0-2 years in financial services or related field.
• Proficiency with financial planning software and tools listed.

Responsibilities

• Develop detailed financial plans including tax, retirement, and estate planning.
• Lead preparation and review of client plans and present recommendations.
• Mentor Financial Planning Interns and support team processes.
• Support mergers, acquisitions, and ongoing market analysis.
• Stay informed on legislation and implement applicable updates.

Skills

Client relationship

Communication

Team collaboration

Independent worker

Attention to detail

Problem solving

Education

Bachelor's degree

CFP in progress

Series 65 within 90 days

Tools

Tamarac

eMoney

Money Guide Pro

Planner CS

Monday.com

Zoom

Office Suite

Job description

EP Wealth Advisors in Vancouver, WA is seeking a Financial Planning Associate to collaborate with advisors on tailored client plans. You will develop and deliver comprehensive financial plans for clients with $1M–$2M AUM, and assist in more complex cases under supervision.

Ideal candidates have a Bachelor's, CFP progress or designation, and 0–2 years in financial services. The role offers a supportive team, strong growth and a competitive benefits package.