Financial Planning Associate: Flexible Schedule and Impact

EP Wealth Advisors; Vancouver (WA); On-site; 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

Highly subsidized Health, Dental, and 

Vision Plans

401k Retirement Account with company

Free Mental Health services

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts and Health 

Savings Accounts

Employee Financial Education

Employee Educational Expense Reimburse

Employee Charitable Donations

Employee Referral Incentives

Employee Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors is seeking a Financial Planning Associate to work closely with advisors in crafting tailored financial plans for high-net-worth clients in the region. You will help expand client relationships, manage planning processes, and contribute to service offerings.

You will support advisors in creating comprehensive plans, including tax, retirement, estate, and investment strategies, while ensuring timely delivery and accuracy. Strong communication and team collaboration are essential.

Qualifications

• Bachelor's degree required; CFP designation or coursework pursued.
• CFP designation or CFP coursework in progress (or related experience).
• Series 65 exam completion within 90 days of joining the firm.
• Experience in financial services or related field preferred (0-2 years).

Responsibilities

• Develop and maintain comprehensive financial plans for clients with $1M-$2M AUM.
• Lead creation of detailed financial plans including tax, retirement, estate, and investments.
• Review data, present plans to clients, and implement strategies; track progress.
• Support team, improve workflows, and mentor interns.
• Assist in mergers/acquisitions initiatives and ongoing research.

Skills

Client relationship

Communication

Interpersonal skills

Independent worker

Attention to detail

Problem-solving

Education

Bachelor's degree

CFP coursework or CFP designation

Series 65 within 90 days

Tools

Zoom

Microsoft Teams

Office Suite

Tamarac

eMoney

Money Guide Pro

Social Security Analyzer

Advisys

Zilculator

Holistiplan

Planner CS

Monday.com

Job description

EP Wealth Advisors is seeking a Financial Planning Associate to work closely with advisors in crafting tailored financial plans for high-net-worth clients in the region. You will help expand client relationships, manage planning processes, and contribute to service offerings.

You will support advisors in creating comprehensive plans, including tax, retirement, estate, and investment strategies, while ensuring timely delivery and accuracy. Strong communication and team collaboration are essential.