Senior Financial Planner: Wealth Strategy Lead

ep wealth advisors; Vancouver (WA); On-site; USD 120,000 - 190,000; 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

Health, Dental, Vision plans

401k with company match

Mental Health services

Flexible Spending Accounts

Job summary

EP Wealth Advisors is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high-net-worth clients in the Vancouver region. You will lead plan development, client meetings, and collaborative efforts across the planning team to optimize outcomes.

The candidate should have 3–7 years of experience in financial services, a Bachelor's degree, and strong communication and relationship-building skills, with a CFP designation preferred.

Qualifications

• CFP certification is preferred and aligns with the Senior Financial Planner role.
• 3–7 years of experience in financial services or related field focusing on financial planning.
• Proficiency with financial planning software and ability to learn new systems.

Responsibilities

• Lead client engagement and develop detailed, customized financial plans across tax, retirement, estate, and investments.
• Manage and improve planning processes, data collection, and client meetings with accuracy and timeliness.
• Collaborate with Directors/Managers on mergers and acquisitions and ongoing research to stay competitive.
• Mentor associates and interns and support team training and development.
• Develop new service offerings and engage Centers of Influence to support client outcomes.

Skills

Client relationship skills

Communication skills

Independent worker

Attention to detail

Problem-solving

Interpersonal skills

Education

Bachelor's degree

Certified Financial Planner designation (CFP)

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 partner with advisors in delivering tailored financial plans for high-net-worth clients in the Vancouver region. You will lead plan development, client meetings, and collaborative efforts across the planning team to optimize outcomes.

The candidate should have 3–7 years of experience in financial services, a Bachelor's degree, and strong communication and relationship-building skills, with a CFP designation preferred.