Senior Financial Planner: Wealth Strategy & Client Growth

ep wealth advisors; Vancouver (WA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Holiday time

3 weeks PTO

Volunteer time off

Parental leave

Flexible schedule

Health plan

401k match

Mental health support

Life insurance

Disability insurance

FSAs/HSA

Education reimbursement

Charitable donations

Referral bonuses

Team building

Employee assistance

Job summary

EP Wealth Advisors is seeking a Senior Financial Planner to collaborate with advisors, develop tailored financial plans, and manage client relationships for high-net-worth clients in the Washington region. The role emphasizes tax, retirement, estate planning, and investment strategy within a collaborative team.

You will mentor associates, improve planning processes, and contribute to new service offerings while staying current on legislative changes affecting planning strategies.

Qualifications

• CFP designation required.
• 3–7 years of financial services experience with a focus on financial planning.
• Proficiency with financial planning software and data analysis.

Responsibilities

• Develop and deliver tailored financial plans for high-net-worth clients.
• Maintain and enhance client relationships within the region.
• Lead planning processes, reviews, and client meetings.
• Support firm-wide service offerings and process improvements.

Skills

Client relationships

Communication (verbal)

Communication (written)

Team collaboration

Independent work

Attention to detail

Problem solving

Education

Certified Financial Planner designation

Bachelor's degree

Tools

Tamarac

eMoney

Money Guide Pro

Social Security Analyzer

Advisys

Zilculator

Holistiplan

Planner CS

Monday.com

Zoom

Microsoft Teams

Office Suite

Job description

EP Wealth Advisors is seeking a Senior Financial Planner to collaborate with advisors, develop tailored financial plans, and manage client relationships for high-net-worth clients in the Washington region. The role emphasizes tax, retirement, estate planning, and investment strategy within a collaborative team.

You will mentor associates, improve planning processes, and contribute to new service offerings while staying current on legislative changes affecting planning strategies.