Senior Financial Planner: Wealth Strategy Lead

EP Wealth Advisors, LLC; Vancouver (WA); Híbrido; USD 85 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Flexible Work Schedule

Highly subsidized Health, Dental, and

Resumo da oferta

EP Wealth Advisors in the Washington region seeks a Senior Financial Planner to work with advisors in creating, updating, and delivering tailored financial plans for clients with substantial assets. The role emphasizes building strong client relationships, overseeing planning processes, and expanding the firm’s services.

You will lead plan development, coordinate tax, retirement, estate planning, and investments; review client data, present recommendations, and track progress.

Qualificações

• Certified Financial Planner designation is required.
• 3-7 years of experience in financial services or related field.
• Proficiency in financial planning software and ability to learn new systems.

Responsabilidades

• Client engagement: work with advisors on clients with assets over $2 million; consult on higher‑complexity plans.
• Financial plan creation: lead detailed, customized plans including tax, retirement, estate, and investments.
• Plan review & implementation: review data, present to clients, and help implement strategies and track progress.
• Team support: streamline planning processes, mentor Associates and Interns, and improve workflows.

Conhecimentos

Client relationship management

Communication skills

Independent worker

Attention to detail

Problem-solving

Formação académica

Bachelor's degree

Ferramentas

Zoom

Microsoft Teams

Office Suite

Tamarac

eMoney

Money Guide Pro

Social Security Analyzer

Advisys

Zilculator

Holistiplan

Planner CS

Monday.com

Descrição da oferta de emprego

EP Wealth Advisors in the Washington region seeks a Senior Financial Planner to work with advisors in creating, updating, and delivering tailored financial plans for clients with substantial assets. The role emphasizes building strong client relationships, overseeing planning processes, and expanding the firm’s services.

You will lead plan development, coordinate tax, retirement, estate planning, and investments; review client data, present recommendations, and track progress.